PAYE120056 - PAYE service trace and match employer / individual: trace and match: work item 420 - SA auto-coding - no trace individual (Action Guide)
To clear work item 420, follow steps 1 - 5 below
Initial action
1.
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If you find the name or NINO/TRN or UTR that CESA is using is incorrect and you find the correct name or NINO/TRN or UTR using Trace and Match or TBS or the eService filestore
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- Access the Non-matched individual screen from the work item
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- Input the correct name or NINO/TRN or UTR
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- Re-submit the information
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If the UTR is incorrect review the CESA record in accordance with SAM101100
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2.
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If you find that the CESA record has more recent information than held on NPS, for example an individual has married
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- Update the individual’s record in accordance with PAYE103020
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- Access the Non-matched individual screen from the work item
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- Re-submit the information
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- Contact History will update automatically, see PAYE105010
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Further information required
3.
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If you are unable to trace the individual
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- View the CESA record to view the employment or agent held on the SA record
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- Contact the employer or agent by telephone for more information
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4.
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If you are unable to contact the employer or an agent
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Update the record
5.
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If the employer or agent confirms a different NINO/TRN, UTR or change of name
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- Check the individual’s record on Search or Trace and Match (Individual) to confirm this is the correct NINO or name
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- Make a Contact History note to say you have contacted the employer or agent about the SA tax return
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- Access the Non-matched individual screen from the work item
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- Input the correct UTR or NINO/TRN or name ensuring they match exactly those displayed on the Trace Individual Results screen
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- Re-submit the information
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- Contact History will automatically update receipt of the information received from the tax return SA100 or SA200 see PAYE105010
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