PAYE66035 - employment maintenance: bulk transfers: function MT

Function MT can be used to transfer any type of taxpayer record between Management Units (MU) within your office, where there is no change of employer reference.

The function can be used by any of the following staff in a multi MU office

• Higher Officers
• Officers
• Assistant Officers
• Admin Assistants

Privileged users can also use Function MT to transfer a record from outside their own MU.

You must not use Function MT to transfer records between MUs where there is a change of employer reference. You should advise the new MU to use Function MA instead.

Before you use Function MT the appropriate officer must check whether any earlier tax years are open and where possible

• Clear the case

And

• The Open List entry

If the Week 52 Open List has been received the appropriate officer should

• Tell the new MU to enter the case on their Open List
• Delete the entry from their Open List

After using Function MT if the BF or File signal is set on the taxpayer record

• The papers or file should be located and passed on to the new MU once the transfer has successfully completed

You should also

• Delete any open entry for the taxpayer on the CG10(s)

And

• Ask the new MU to include the case on theirs

There are two formats available in Function MT

• Prime Format – to start
• Format 1 – to enable you to enter details of the new MU

You get Function MT by using Prime Format to start unless you can use a Next facility.

For information on how to use Function MT select ‘COP System Help’ in the left bar.