PAYE61166 - Employment maintenance: create employment: work item 223 - P46 - in year cessation REPT made for same year (Action Guide)
To clear work item 223, follow steps 1 - 15 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 |
| 3. |
Before proceeding check the CONTACT HISTORY screen to view notes and to check previous actions taken |
| 4. |
If the work item is being reviewed at BF follow the BF notes to clear the work item |
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Review record
| 5. |
Review whether all Personal Allowances were used in the cessation repayment or whether there is a balance of the personal allowance still available |
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- If all allowances were used in the cessation repayment see step 6
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- If all allowances were not used in the cessation repayment see step 9
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If all allowances were used in the cessation repayment
| 6. |
View IABD LANDING screen |
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- Enter the individuals Employment Estimated Earnings, see PAYE130045and select [Save]
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- When IABD is completed [Submit] the IABD LANDING screen
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- Review the tax code, see PAYE11120and [Submit]
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Note: Do not issue previous pay and tax. |
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- Review the EDIT EMPLOYMENT ALLOCATION screen and override the calculated code week 1 / month 1
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- Select the [Recalculate] button and [Submit] to issue the code, see steps 7 or 8
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| 7. |
If annual coding for CY+1 has been run |
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- Return to the IABD LANDING screen
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- Issue CY+1 code removing BR week 1 / month 1 as the operated code and give the full personal allowances due for the year, see step 15
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| 8. |
If annual coding for CY+1 has not been run |
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- BF the work item in accordance with PAYE110060 for 1 March prior to the next EOY
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- Make a clear work item note to remove BR week 1 / month 1 as the operated code and to issue full personal allowances due for the year in CY+1
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- When full personal allowances have been issued at the BF date see step 15
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If all allowances were not used in the cessation repayment
| 9. |
Deduct the total pay shown in the cessation repayment from the total allowances due for the year, see step 10 |
| 10. |
View IABD LANDING screen |
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- Enter the total pay shown in the cessation repayment into IABD Other Earnings, select [Save]
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- Enter the figure calculated at step 9 into IABD Estimated Earnings for the work item employment
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- Change estimated pay for all other employments to NIL, select [Save]
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- When IABD is completed [Submit] the IABD LANDING screen
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- Review the TAX CODE DETAILS screen, see PAYE11130 and [Submit]
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Note: Do not issue previous pay and tax. |
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- Review the EDIT EMPLOYMENT ALLOCATION screen and ensure the basis of operation of the calculated tax code to week 1 / month 1 [Submit] to issue the tax code
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| 11. |
Return to the IABD LANDING screen |
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- Change CY+1 Estimated earnings figure in IABD to 15000, select [Save]
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- Change CY+1 Other Earnings, FRE, EXP figure in IABD to NIL, select [Save]
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- When IABD is completed [Submit] the IABD LANDING screen
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| 12. |
If CY+1 is updated after annual coding |
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- Issue the revised tax code, see step 14
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| 13. |
If CY+1 is updated before annual coding |
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- An on screen message will state CY+1 code can not be issued, see step 14
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Note: The CY+1 updates will be saved and issued at annual coding. |
| 14. |
Bf the work item in accordance with PAYE11060 for the next 6 April. Make a clear work item note to remove Other Earnings from CY-1. This will stop both Other Earnings and the P14 for the cessation repayment employment being included in the EOY reconciliation |
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- At the BF date remove Other Earnings from CY-1 and then see step 15
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Close the work item
| 15. |
Update the CONTACT HISTORY screen to show action taken in accordance with PAYE105020 |
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And then |
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