PAYE64021 - Employment maintenance: maintain employment: pay and tax summary screen - amend and delete (Action Guide)

1.

Select the EMPLOYMENT SUMMARY screen

2.

Before proceeding check the CONTACT HISTORY screen to view notes and to check previous actions taken

3.

View EMPLOYMENT SUMMARY screen for the year end P60 received

• Select the PAY AND TAX SUMMARY screen from the left hand tool bar

• Select the Edit record icon next to the employment to be amended, the following fields can be amended

• Tax code

• Week 1/month 1 indicator

• Pay in this employment

• Tax in this employment

• Total pay to date

• Total tax to date

4.

Amend the details as required and press the [Save] button

5.

If an entry is invalid an error message will be displayed

• Enter the correct details and press the [Save] button

6.

Update contact history to show action taken in accordance with PAYE105020 

• See step 10

7.

View EMPLOYMENT SUMMARY screen for the year end P60 received

• Select the PAY AND TAX SUMMARY screen from the left hand tool bar

8.

Select the [Drill down] button to the right of the employment to be reviewed

• Select [Delete], a confirmation message will be displayed

• Press the [Yes] button to delete

• Press the [No] button and [Cancel] button to abort the delete and to return to the PAY AND TAX SUMMARY screen

9.

Update contact history to show action taken in accordance with PAYE105020 

• See step 10

10.

When P60 has been updated or deleted consider whether reconciliation should be triggered, see PAYE93000 onwards