PAYE61196 - Employment maintenance: create employment: capture form P92 (Action Guide)

A form P92 can be captured on to the individual’s record by following steps 1 - 7. This guide is presented as follows.

Initial action

Steps 1 - 3

Update record

Steps 4 - 6

Review record

Step 7


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

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Update record

4.

Use the EDIT INDIVIDUAL DETAILS screen to update the individual’s record if personal details have changed

5.

Insert any sources of income not shown on the EMPLOYMENT SUMMARY screen using the INSERT EMPLOYMENT DETAILS screen

6.

If the form P92 was issued as a result of the individual requesting a repayment, issue form P43 to sources of income where P45 Part 1 details are not known

 

  • Create work item 239, see PAYE110081 
     
    And then

 

  • BF the work item in accordance with PAYE110060 

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Review record

7.

When the employment record has been updated

 

  • Review the reconciliation position, see PAYE93000