PAYE46016 - Employer returns: employer return post capture: changes to return receipt details post capture (Action Guide)

Initial action

Steps 1 - 3

Changing receipt date

Step 4

Incorrect date

Steps 5 - 6

Only return captured incorrectly

Steps 7 - 10

Other returns captured incorrectly

Steps 11 - 14

Final action

Step 15

1.

Use Function VIEW EOY RETURNS HISTORY to establish whether receipt of the return has been recorded and / or captured

• If the return has not been recorded as received or captured go to step 2

• If the return has been recorded as received but not captured go to step 3

• If the return has been recorded as received and captured go to step 4

2.

If the receipt of the return has neither been recorded nor captured then make a note of this on the return and then record receipt of the return to the correct employer reference. Follow the Action Guide ‘Recording receipt of employer return’ PAYE41041 

3.

If receipt of the return has been recorded but not captured then you will need to follow the Action Guide ‘Changes to return receipt details pre capture’ PAYE41011 

4.

Review the papers held to identify which of the following circumstances arises

• If the return is for the correct employer record but the date of receipt used to record receipt of the return was incorrect go to step 5

• If receipt of the return has been recorded and captured for the wrong year or an incorrect return type or the wrong employer record and this is the only return captured for that year and for that return type go to step 7

• If receipt of the return has been recorded and captured for the wrong year or an incorrect return type or the wrong employer record and more than one return of that type has been captured correctly for that employer record in that yeargo to step 11

5.

If the date of receipt of the captured return is incorrect

• Use Function AMEND / DELETE EOY RETURNS RECEIPT to amend the date of receipt

6.

On the next working day, when the record has been updated

• Use Function VIEW EOY RETURNS HISTORY to check the consolidated position (Word 28KB) has been updated correctly
   
  And then

• Go to step 15

Where the only return that has been captured has been captured incorrectly

7.

Use Function VIEW EOY RETURNS HISTORY to decide what amounts are to be taken from the record so that the net adjustment (Word 27KB) reduces the consolidated position to nil

8.

Prepare a correction return for the amounts calculated

9.

Use Function CAPTURE EOY RETURN DETAILS to capture the correction

• Ensure the INHIBIT UP/OP indicator is set

10.

On the next working day, when the record has been updated

• Use Function AMEND / DELETE EOY RETURNS RECEIPT to delete the date of receipt
   
  And then

• Go to step 15

Where a return has been captured incorrectly and this was not the only return captured for that year and type

11.

Use Function VIEW EOY RETURNS HISTORY to identify the amounts of the return you are deleting from the employer record

12.

Prepare a correction return for the amounts calculated

13.

Use Function CAPTURE EOY RETURN DETAILS to capture the correction

14.

On the next working day, when the record has been updated

• Use Function AMEND / DELETE EOY RETURNS RECEIPT to delete the date of receipt

15.

Use Function AMEND EMPLOYER NOTES to record your actions and then file the papers in the employer record pad