PAYE13141 - Coding: coding: general principles: work item 217 - potential SA case (Action Guide)

Work item 217 will be generated where the PAYE Service identifies a record that now meets the SA criteria and does not already have an SA link.

Note: For the complete list of SA criteria refer to the Self Assessment Manual at SAM100060.

To deal the work items follow steps 1 - 6 below. This guide is presented as follows

Initial action in all cases Step 1
Update the record Steps 2 - 4
Close the work item Steps 5 - 6

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
 
  • Any relevant notes
  Note: Where the job expenses or professional subscriptions are less than £2500 or gross charitable donations or net personal pension contributions are less than £10,000 and no other SA criteria applies or the individual has untaxed interest of £2500 or more and has no net liability to tax, go to steps 4, 5 and 6. No coding action is required.

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Update the record

2. Follow ‘Set up individual record’ (Action Guide) at SAM100221 in the SA Manual
3. Check income, allowances, benefits and deductions for any amounts records as other income (earned) on the earnings page, if so
 
  • Make a note of the amount
 
  • Reduce the amount recorded as other income earned to zero
 
  • Enter the amount noted in the other earnings field and [Submit] to trigger a code calculation
 
  • In Code Details set P2/P9 to not issue and [Submit]
4. Update Contact History

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Close the work item

5. Complete the work item notes
6. Close the work item

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