PAYE61141 - Employment maintenance: create employment: work item 35 - P45 part 3 code in use does not match EMPT record (Action Guide)
To clear work item 35, follow steps 1 - 11 below. This guide is presented as follows.
Initial action
| 1. |
Select the EMPLOYMENT SUMMARY screen to view the relevant employment |
| 2. |
View the entries in more detail by going to the EMPLOYMENT DETAILS screen |
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Note: Check for OCPN employments that may have been P Ceased incorrectly. You should remove this indicator from the EMPLOYMENT DETAILS screen and review the employment status of all live employments. |
| 3. |
Before proceeding check the CONTACT HISTORY screen to view notes and to check previous actions taken |
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Review individual’s coding screen
| 4. |
Compare the start tax code and week 1/month 1 indicator operated by the new employer from the form P45 part 3 with the last code issued from the individuals record |
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Is the code on the work item for an earlier tax year
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| 5. |
Review the code taking into account the new personal allowance |
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- If the previous employer was using the previous years personal allowance
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- Issue a revised tax code see step 10
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If the code on the individual’s record is lower than that being operated by the employer
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| 6. |
Has the employer an agreement to include Flat Rate Job Expenses in their code |
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- Review EBS for the employer to see whether an agreement is held
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| 7. |
If employer has an agreement to include Flat Rate Job Expenses |
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- Calculate the correct code to be operated, see step 10
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If the employer is using a different code suffix or basis of operation to the code on the record
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| 8. |
Review the code on the individual’s record |
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- Issue a revised code with the correct suffix or basis of operation, see step 10
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If the previous employer was using an incorrect tax code
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| 9. |
Review the code on the individual’s record |
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- Calculate the correct code to be operated, see step 10
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Issue revised code
Note:
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Before issuing a revised code consider the individuals employment history and the previous tax codes operated during the year see PAYE61205 |
| 10. |
View IABD LANDING screen |
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- Enter the individuals Employment Estimated Earnings, see PAYE130045 and [Save]
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- If FRE is to be included for the previous employment consider whether it should be entered for 1 year only, see PAYE130020
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- When IABD is completed [Submit] the IABD LANDING screen
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- Review the TAX CODE DETAILS screen, only issue P2 and P6 when the calculated tax code differs from the code in operation with the employer, see PAYE11130 and [Submit]
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- Review the EDIT EMPLOYMENT ALLOCATION screen to consider the basis of operation for the tax code(s) to be issued, see PAYE13115 and [Submit] to issue the revised tax codes
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Close the work item
| 11. |
When the code(s) have been issued |
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- Update the CONTACT HISTORY screen to show action taken in accordance with PAYE105020
And then
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