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

To clear work item 235, follow steps 1 - 7. This guide is presented as follows.

Initial action

Steps 1 - 2

Review the employment record

Steps 3 - 4

Perform reconciliation

Steps 5 - 6

Review coding

Step 7

Initial action

1.

Select the EMPLOYMENT SUMMARY screen

2.

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

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Review the employment record

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

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Perform reconciliation

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

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Review coding

7.

Review the code in operation see PAYE61205 

 

  • Close the work item in accordance with PAYE110075