PAYE12012 - Coding: coding deductions and expenses: work item 148 - BEN/EXP - primary source code is a D prefix code (Action Guide)
Work item 148 is generated when an individual's record has a D prefix tax code at the primary source code for CY or CY+1.
To clear work item 148, follow steps 1 - 7 below. This guide is presented as follows
For details of how to use any of the PAYE Service functions access the system help.
Initial action in all cases
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Review |
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- The individual’s record on the PAYE Service
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- Indicators set on the record
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Note: The benefit / expenses information for this work item is stored on income, allowances, benefits and deductions (IABD). |
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Update the record
| 2. |
Review the reason for the D prefix tax code |
| 3. |
If a D prefix code is valid and no personal allowances are due make sure that ‘no allowances’ indicator is present in Maintain Individual area. For more information about indicators see PAYE103065 |
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- Cancel the issue of P2 and P6/P9 by selecting ‘not issue’ from the drop downs in the Issue Forms section on the Code Details screen and ‘Submit’
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| 4. |
If a D prefix tax code is not appropriate |
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- If personal allowances are due make sure that ‘no allowances’ indicator is unset in Maintain Individual area. For more information about indicators see PAYE103065
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- If employee’s tax allowances are allocated to secondary sources, consider reallocating the allowances. For more information see PAYE13070
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- Cancel the manual code indicator in Maintain Individual area. For more information about indicators see PAYE103065
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- In IABD trigger tax code calculation. For information about how to enter details and submit for a code calculation on IABD refer to PAYE130020
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- On the Code Details screen ‘Submit’ to issue the tax code
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| 5. |
Update Contact History |
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Close the work item
| 6. |
Complete work item notes |
| 7. |
Close the work item |
