PAYE12015 - Coding: coding deductions and expenses: work item 152 - BEN/EXP - primary source code 0T (Action Guide)
Work item 152 is generated when an individual's record is coded 0T at the primary source code for these in CY or CY+1.
To clear work item 152, 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
| 1. |
Review |
| |
- The individual’s record on the PAYE Service
|
| |
- Indicators set on the record
|
| |
|
| |
Note: The benefit / expenses information for this work item is stored on income, allowances, benefits and deductions (IABD). |
Top of page
Update the record
| 2. |
Review the reason for tax code 0T |
| 3. |
If 0T code is valid and if no personal allowances are due, make sure that the ‘No Allowances’ indicator is present in Maintain Individual area. For more information about indicators see PAYE103065 |
| |
- 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’
|
| 4. |
If tax code 0T is not appropriate |
| |
- If personal allowances are due make sure that the ‘No Allowances’ indicator is unset in Maintain Individual area. For more information about indicators see PAYE103065
|
| |
- If employee’s tax allowances are allocated to secondary sources, consider reallocating the allowances. For more information see PAYE13070
|
| |
- Cancel the ‘Manual Code’ indicator in Maintain Individual area. For more information about indicators see PAYE103065
|
| |
- In IABD trigger tax code calculation. For information about how to enter details and submit for a code calculation on IABD refer to PAYE130020
|
| |
- On the Code Details screen ‘Submit’ to issue the tax code
|
| 5. |
Update Contact History |
Top of page
Close the work item
| 6. |
Complete work item notes |
| 7. |
Close the work item |
