PAYE110011 - Work management: PAYE work management system: creation of a work item - duplicate, merge and update
Where rules have been set for a work item type, the PAYE Work Management system will apply the ‘duplicate, merge and update’ rules.
Duplicate
The new work item will be closed leaving the original work item available for processing. No history will be recorded against the original work item and the new work item will be closed ‘resolved duplicate’.
Merge
The new work item will be merged with the existing work item where both new and old data are significant (effectively a hybrid of both). All the display data will be shown on the original work item and the new work item will be closed. The merged information will be held in the work item history.
Update
The new work item will overwrite the display data on the original work item and the new work item will be closed ‘resolved / updated’ (effectively replace the data but keep the original creation date).
For some work items types the Work Management system will take no action and leave each work item to be worked independently.
The following table details how and when the rules are applied to each work item. (If a work item does not appear on this list, these rules are never applied to that particular work item).
| Work Item No - Work Item Name | Duplicate | Merge | Update |
| 021 - DOD received - Review record | Where work item type, NINO or TRN match | ||
| 022 - DOB amended - Review coding | Where work item type, NINO or TRN match | ||
| 026 - Specialist Business Area indicator held - name changed | Where work item type, NINO or TRN match | ||
| 028 - Specialist Business Area indicator held - review capacitor | Where work item type, NINO or TRN match | ||
| 039 - PENNOT - Review receipt of P161 | Where work item type, NINO or TRN and EMPREF match | ||
| 059 - Deceased indicator set - input received | Where work item type, NINO or TRN match | ||
| 071 - Targeted review form not issued - manual correspondence | Where work item type, NINO or TRN match | ||
| 072 - Targeted review form not appropriate CPR/CPR-LBS/EXPAT | Where work item type, NINO or TRN match | ||
| 082 - Manual P2/P2X necessary | Where work item type and NINO or TRN match | ||
| 093 - Unable to code U/P - insufficient income - live SA | Where work item type and NINO or TRN match | ||
| 098 - Deceased - Unable to clear records | Where work item type and NINO or TRN match | ||
| 102 - O/P exceeds tolerance -manually trigger REPT - input reason | Where work item type and NINO or TRN match | ||
| 116 - P60 - P14 discrepancy | Where work item type and NINO or TRN match | ||
| 117 - Potential SA case | Where work item type and NINO or TRN and tax year match | ||
| 134 - SA refinement - expenses due in code | Where work item type and NINO or TRN match | ||
| 135 - SA refinement - professional subscriptions due in code | Where work item type and NINO or TRN match | ||
| 137 - ALLCEs allocated do not balance | Where work item type and NINO or TRN match | ||
| 138 - U/P - Insufficient Income - individual deceased - SA | Where work item type and NINO or TRN match | ||
| 140 - SA refinement - primary source code is BR/0T/D0/NT | Where work item type and NINO or TRN match | ||
| 141 - BEN/EXP ceased | Where work item type and NINO or TRN match | ||
| 142 - BEN/EXP - Negative benefit amount | Where work item type and NINO or TRN match | ||
| 143 - BEN/EXP - No CO2 value | Where work item type and NINO or TRN match | ||
| 144 - BEN/EXP - Secondary or ceased primary EMPT | Where work item type and NINO or TRN match | ||
| 147 - BEN/EXP - Primary source code BR | Where work item type and NINO or TRN match | ||
| 148 - BEN/EXP - Primary source code D0 | Where work item type and NINO or TRN match | ||
| 149 - BEN/EXP - Primary source code NT | Where work item type and NINO or TRN match | ||
| 152 - BEN/EXP - Primary source code 0T. | Where work item type and NINO or TRN match | ||
| 153 - BEN/EXP - Current EMPT commenced on/after 6 April | Where work item type and NINO or TRN match | ||
| 154 - BEN/EXP - Earlier amendments to CY code | Where work item type and NINO or TRN match | ||
| 155 - Review code - surplus married couples ALLCE | Where work item type and NINO or TRN match | ||
| 156 - Review code - Unused allowances | Where work item type and NINO or TRN match | ||
| 171 - Annual Coding - transferred allowance - Age 75 CY+1 | Where work item type and NINO or TRN match | ||
| 172 - Annual Coding - transferred allowance deleted from - Age 75 CY+1 | Where work item type and NINO or TRN match | ||
| 173 - Annual Coding - U/P nil ESTPAY | Where work item type and NINO or TRN match | ||
| 175 - Annual Coding - review married couples allowance | Where work item type and NINO or TRN match | ||
| 176 - Annual Coding - maintenance payments - review age of child | Where work item type and NINO or TRN match | ||
| 181 - Annual Coding - manual correspondence to employer | Where work item type and NINO or TRN and EMPREF match | ||
| 182 - Annual Coding - Code NT carried forward | Where work item type and NINO or TRN match | ||
| 183 - Annual Coding - update NIB -IB shown | Where work item type and NINO or TRN match | ||
| 184 - Annual Coding - update IB - NIB shown | Where work item type and NINO or TRN match | ||
| 187 - Annual Coding - update NIB - primary EMPT live at (This text has been withheld because of exemptions in the Freedom of Information Act 2000) | Where work item type and NINO or TRN match | ||
| 210 - Budget Coding - P6 not issued | Where work item type and NINO or TRN and EMPREF match | ||
| 216 - Targeted review form not issued - excess items | Where work item type and NINO or TRN match | ||
| 217 - Potential SA case | Where work item type and NINO or TRN match | ||
| 219 - Review code - SVR not compatible | Where work item type and NINO or TRN match | ||
| 225 - EOYR review re-reconciliation | Where work item type and tax year and NINO or TRN match | ||
| 229 - REPT - Failed pre-PYT risk rules | Where work item type and NINO or TRN match | ||
| 230 - REPT - Failed the post PYT rules | Where work item type and NINO or TRN match | ||
| 243 - BEN/EXP - changes relate to year prior to CY-1 | Where work item type and NINO or TRN match | ||
| 244 - Automatic coding update - manual code indicator set | Where work item type and NINO or TRN match | ||
| 250 - Annual coding - transferred allowances reduced | Where work item type and NINO or TRN match | ||
| 251 - P14 creates pension/first PAYE interest | Where work item type and EMPREF and NINO or TRN match |
