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
| Actions | Steps |
|---|---|
|
Steps 1 - 3 |
|
|
Steps 4 - 7 |
|
|
Steps 8 - 13 |
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 |
|
|
|
|
|
|
|
|
|
|
3. |
Use Function AMEND EMPLOYER NOTES to record your actions and then file the papers in the employer record pad |
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
7. |
BF the employer papers until following 6 April |
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 starter pack is required. If so |
|
|
|
|
|
And then |
|
|
|
|
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 |
