PAYE13021 - coding: coding: general principles: budget recoding exception list type 2 - P2 and / or P6 inhibited (Action Guide)
The cases listed are those where the system has recoded the
case but is unable to issue form P2 and / or P6.
Review the cases where MCOEMP and TSFX set and others on
the Main Review Exception list in accordance with the dates given
in the Business Guidance Notes – Budget Recoding, Review the
cases on the Final Review Exception list as soon as you receive the
list.
Follow steps 1 - 13 depending on the entry in the
‘Notes’ column. The guide is presented as follows
| MCOEMP and TSFX | Steps 1 - 2 |
| MCOEMP | Steps 3 - 4 |
| KA | Steps 5 - 7 |
| P2 OVERFLOW | Steps 8 - 9 |
| MCOTP | Steps 10 - 11 |
| SPEC | Step 12 |
| UNP-TXN | Step 13 |
For details of how to access any of the COP functions use the
[Index Of Functions] button on the left of the screen.
MCOEMP and TSFX
- Prepare a new deduction card P12(YYYY), showing the revised
code and free pay
- Issue this with a covering letter on the following lines
Main Review cases
‘PAYE: Budget changes
I enclose the revised deduction card which takes account of
the Budget changes. Would you please use the
- Old deduction card to (date to be advised in the Business Guidance Notes) and then return it to me
- New deduction card with the simplified tax tables P16(YYYY)(2) from (date to be advised in the Business Guidance Notes)’
Final Review cases
‘PAYE: Budget changes
I enclose the revised deduction card which takes account of
the Budget changes. Would you please
- Use the new deduction card with the simplified tax tables P16(YYYY)(2) from now on and
- Complete the old deduction card and return it to me - see page 2 of the simplified tax tables P16(YYYY)(2)’
MCOEMP
- Prepare a P6 manually
- Date this and stockpile it for issue in accordance with the dates given in the Business Guidance Notes
KA
The case is listed because the KA signal is set but the ‘Known As’ name is not on the record.
- Find the ‘Known As’ name from the ENOTES or papers
- Use TA to record the ‘Known As’ name
- Use CD(CY) to enter ‘Y’ in the P6 field
P2 OVERFLOW
- Prepare and issue a manual P2 using Coding Assistant
- If the P2TOAGENT signal is set, prepare a P2 for the agent using Coding Assistant and issue manually
MCOTP
- Prepare and issue a manual P2 using Coding Assistant
- If the P2TOAGENT signal is set, the system will have automatically sent a P2 to the agent
SPEC
- Use CD(CY) to
- Check the code is correct, taking account of the reason for the SPEC signal
- Issue a P2
UNP-TXN
The case has been listed because there is an unprocessed transaction, which the system has cancelled.
- Use CD(CY) to
- Recode, taking account of the cancelled transaction
- Issue a P2
