PAYE61186 - Employment maintenance: create employment: capture form P60 (Action Guide)

Initial action

Steps 1 - 3

Update the record

Steps 4 - 8

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 there is a matching period of employment on the individual’s record for the P60/P60U PAYE reference and the individual has claimed an early repayment

• Select the Edit Record icon next to the relevant employment on the EMPLOYMENT SUMMARY screen

5.

Select the INSERT P60 PAY & TAX DETAILS screen

• Select the year the P60/P60U details are to be entered for

• Update the individual’s record with the P60/P60U details; see PAYE91016 

Note: P60/P60U pay and tax details should only be captured when an early repayment is being claimed.

6.

If there is no matching period of live employment on the individual’s record for the P60 PAYE reference and the individual has claimed an early repayment

• From the EMPLOYMENT SUMMARY screen press the [Insert] button

• Use the INSERT EMPLOYMENT DETAILS screen to create a primary or secondary employment for the PAYE reference on the individuals record using details on the P60

Note: When inserting an employment from a P60U, you should ensure the JSA indicator check box is ticked

• Set creation source as P60 [Save]

7.

Select the Edit Record icon against the created employment on the EMPLOYMENT SUMMARY screen

8.

Select the INSERT P60 PAY & TAX DETAILS screen

• Select the year the P60/P60U details are to be entered for

• Update the individual’s record with the P60 details; see PAYE91016 

Note: P60/P60U pay and tax details should only be entered when an early repayment is being claimed