PAYE27031 - Employer records: maintain schemes: change scheme type - P to NI (Action Guide)

1.

Use Function AMEND EMPLOYER TRADE & SCHEME DETAILS to change the scheme type to NI 

• Review any error message relating to CIS deductions 

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

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

• Advise them

• That you cannot update the employer record as required until the following 6 April

• The reason for the change

• To continue to use the employer pack, already received

7.

BF the employer papers until following 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

• 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