PAYE64061 - Employment maintenance: maintain employment: work item 235 - EOYR - NI transfer/delete P14 (Action Guide)

Initial action

Steps 1 - 2

Review the employment record

Steps 3 - 4

Perform reconciliation

Steps 5 - 6

Review coding

Step 7

1.

Select the EMPLOYMENT SUMMARY screen

2.

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

3.

If reconciliation has already taken place or reconciliation has not yet taken place but all forms P14 have been received, see step 5

4.

If reconciliation has not taken place and forms P14 remain outstanding, see step 7

5.

Select the RECONCILIATION tab from the left hand side bar

• • Select the RECONCILIATION SUMMARY screen

6.

Select the tax year to be reconciled from the drop down menu and press the [Reconcile] button

Note: If you have been unable to determine which tax year the P14 has been transferred for, you should replicate this action for all in date years.

• For further information on reconciliation see PAYE93000 onwards

• Consider whether the employments held on the EMPLOYMENT SUMMARY screen are correctly held as primary or secondary

• Update Contact History to show action taken in accordance with PAYE105020, to show reconciliation triggered

7.

Review the code in operation see PAYE61205 

• Close the work item in accordance with PAYE110075