PAYE13061 - coding: coding: general principles: ESTPAY (Action Guide)
When the coding involves ESTPAY, follow steps 1 - 5 below.
This Guide is presented as follows
| More than one coded source | Steps 1 - 3 |
| Manually amended amounts | Step 4 |
| Changing ESTPAY each year | Step 5 |
For details of how to access any of the COP functions use the
[Index of Functions] button on the left of the screen.
More than one coded source
- Work out the estimated liability for the year
- Calculate the HPAR needed to collect the correct amount of PAYE
tax
- Enter an appropriate figure of ESTPAY to give you the HPAR you want
Note: Although the computer will automatically calculate the HPAR and overwrite any figure you have entered in COP Function CD, you need the figure so that any AAE / ELR or BRR can be calculated. For HRA it is not necessary to calculate the HPAR first.
Manually amended amounts
- If you think the computer generated ESTPAY will need to be changed manually each year either
- Use COP Function CD to set the MCODE signal, giving as the reason ESTPAY
Or
- BF the papers to the start of the next year, when you will be able to enter the ESTPAY for CY+1
Changing ESTPAY each year
- If you think the computer generated ESTPAY will need to be changed manually each year either
- Use COP Function CD to set the MCODE signal, giving as the reason ESTPAY
Or
- BF the papers to the start of the next year, when you will be able to enter the ESTPAY for the year after that
