PAYE14080 - coding: coding functions: function CD: viewing coding details

Format 1 shows

• Advisory messages on the second line
• A CODE ISSUED column on the left which gives details of the present code
• A REVISED column next to the CODE ISSUED column - used when amendments have been made to allowances or deductions
• A block of coding fields at the top right
• Signals and other information in the space below the CODE field
• Taxpayer's name, address and works number, at the bottom right

CODE ISSUED column

The CODE ISSUED column normally shows

• Current code details, except
• • Where no details exist, for example, a new case
  • When using Function CD for next year before annual coding. Instead it will show, unless you enter the totals and code, only the allowances and deductions (under NOT YET CODED)

• Date P2 issued or code effective under P9X procedure, except
• • If the code is entered when the record is created
  • If the code is carried forward from last year by annual coding
  • If the code is calculated at in-year Budget coding review. BUD NOT YET ISSUED

• If an incorrect code is cancelled. Instead it will show CNC NOT YET ISSUED

REVISED column

The REVISED column is blank until an amendment has been made to allowances or deductions and you press Enter.

However

• Where a coded underpayment has been altered in Clearance Summary, the revised amount of underpayment to be coded will be shown but not the underpayment restriction
• After Annual coding, if any change has been made to the CY code which will affect the CY+1 code, any alterations to the allowances or deductions will be shown when the code for the next year is shown

Totals and code are not shown in these cases until you make revisions and press Enter.

Coding fields

The coding fields are all blank. In certain circumstances following an in-year Budget there will be entries. This will be covered in the Budget guidance.

Signals and other information

This area displays any current signals except entries for ESTINC and MAT (which appear in the CODE ISSUED column). Most signals can be amended or deleted using the SIGS ETC field. Other signals and information that cannot be amended using COP Function CD are also displayed here.

Name, address and works number

This area of the screen will show all details, including RLS and manual correspondence indicators in the address field (where appropriate).

Where the taxpayer has ceased latest employment it will instead show in the WKS NO/ BRANCH ETC field LEFT followed by the date or year of leaving and enclosed by asterisks.

How to exit Format 1 if only viewing code details

If after viewing the record you do not want to make any amendments, or issue a duplicate code

• Enter ‘Y’ in the OK? field
• Complete the NEXT or NEXT T/P fields, if required
• Press Enter

Issuing coding notices without amendments

If you want to issue a coding notice without making amendments to the code or other information, follow the advice below.

To issue forms P2 and / or P6

• Enter ‘Y’ in the P2? field
• Enter ‘Y’ in the P6? field
• Enter ‘Y’ in the OK? field

To issue form P6U to tell the Benefit Office the old Tax Office reference

• Enter figures, where needed, in the P6 PAY and TAX fields
• Enter ‘Y’ in the OK? Field