PAYE27031 - Employer records: maintain schemes: change scheme type - P to NI (Action Guide)
To change the scheme type from P to NI, follow steps 1 - 13 below. This 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.
Scheme changed during previous year
| 1. |
Use Function AMEND EMPLOYER TRADE & SCHEME DETAILS to change the scheme type to NI |
| 2. |
Write to the employer to advise them |
| |
- That you have updated the employer record with effect from (date)
|
| |
- The reason for the change
|
| |
- That they must continue to use the employer pack already received
|
| 3. |
Use Function AMEND EMPLOYER NOTES to record your actions and then file the papers in the employer record pad |
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Scheme changed within current year
| |
You will not be able to amend the scheme type until CY+1, therefore |
| 4. |
Use Function AMEND EMPLOYER INDICATORS to set the POST indicator on the employer record |
| 5. |
Use Function AMEND EMPLOYER NOTES to make a note that the scheme type requires amendment on the employer record after next 6 April to NI |
| 6. |
Write to the employer |
| |
|
| |
- That you cannot update the employer record as required
until the following 6 April
|
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- The reason for the change
|
| |
- To continue to use the employer pack, already received
|
| 7. |
BF the employer papers until following 6 April |
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Action at 6 April
| 8. |
Obtain employer papers |
| 9. |
Use Function AMEND EMPLOYER TRADE & SCHEME DETAILS to change the scheme type to NI for the current year |
| 10. |
Use Function AMEND EMPLOYER INDICATORS to remove the POST indicator on the employer record |
| 11. |
Use Function AMEND EMPLOYER NOTES to delete the note concerning scheme change, where applicable |
| 12. |
Review whether a fresh new employer pack is required. If so |
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- Use EBS Function PROSPECTIVE / STARTER PACK and select the Existing Employer radio button
And then
|
| |
- Select the appropriate scheme type to arrange for the relevant pack to be issued
|
| 13. |
Use Function AMEND EMPLOYER NOTES to delete the note concerning the scheme change, where applicable and record your actions, then file the papers in the employer record pad |
