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 - 14 below. This Guide is presented as follows

Scheme changed during previous yearSteps 1 - 4
Scheme changed within current yearSteps 5 - 8
Action at 6 AprilSteps 9 - 14


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
  1. If the change was advised by a fax from NESI go to step 3. Otherwise
  • Send a fax to NESI Helpline (01355 358112) giving the details of the change
  1. 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
  1. 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

  1. Use Function AMEND EMPLOYER INDICATORS to set the POST indicator on the employer record
  2. 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
  3. 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
  1. BF the employer papers until following 6 April

Action at 6 April

  1. Obtain employer papers
  2. Use Function AMEND EMPLOYER TRADE & SCHEME DETAILS to change the scheme type to NI for the current year
  3. Use Function AMEND EMPLOYER INDICATORS to remove the POST indicator on the employer record
  4. Use Function AMEND EMPLOYER NOTES to delete the note concerning scheme change, where applicable
  5. Send a fax to NESI Helpline (01355 358112) giving the details of the change from 6 April
  6. Use Function AMEND EMPLOYER NOTES to record your actions and file the papers in the employer record pad