PAYE20021 - employer records: set up employer record: checks prior to setting up (Action Guide)

When you wish to consider setting up a new employer record for an employer or contractor follow steps 1 - 6 below. The guide is presented as follows

For details of how to access any of the Employer Business Service functions use the [Index of Functions] button on the left of the screen.

Initial action

When considering setting up a new employer record

Use COP Function EI (Employer Index) to establish whether an employer record already exists

Note: If staff on Employer Helpline establish a record already exists the caller should be referred to the Responsible Office.

Use Function VIEW EMPLOYER SUMMARY to review the information you have received. Satisfy yourself that it is the same employer record
Use Function AMEND EMPLOYER SUMMARY to access the appropriate function(s) in order to make any changes to the employer record. See PAYE21000 onwards for further advice
If any changes are made, where appropriate you will need to notify the relevant section. In P510 cases remember to notify the office responsible for the employer accounts file
Use Function AMEND EMPLOYER NOTES to record your actions and then file the papers in the employer record pad

You will need to set up a new employer record. Follow the appropriate Action Guide for the employer record you are setting up. See PAYE20080 for more information