PAYE68020 - employment maintenance: movements browser: capturing forms P45(3) onto the browser
The P45(3) capture screen has been developed to closely
represent the paper form for familiarity and ease of use.
The following forms are not suitable for capture by the
browser
- Forms where there are no details in the ‘PAYE Reference’ boxes and / or the ‘Surname’ box
- Forms where a date of commencement is not shown
Once the onscreen P45(3) has been completed, selecting on the
[Submit] button will bring up a new blank P45(3) screen together
with a note at the top to let you know ‘The form was
successfully submitted’.
There are two levels of validation on the capture screens and
any validation errors are highlighted on the screen with an
explanation of the error. System help is available onscreen to
identify what corrections may need to be made
It is possible to capture a form with a validation error by
using the [Accept] button. If you do decide to accept the error
then the form will appear on the appropriate Validation Failure
Work List for further review.
After checking and verifying the data, computer processes
will where possible automatically update and transfer the taxpayer
record. Where automatic processing is not possible a Work List item
is created. The reason will be shown at the top of the form and can
be one or more of the following
If a record cannot be processed
Where the transfer is prohibited
Where there is a transfer inhibition
If a Tax Table check shows a discrepancy
If a record cannot be processed
- Data from the employer is invalid or incomplete
- No main taxpayer record can be found with a matching NINO at the old reference
- No main taxpayer record can be found with a matching name
- A P204 record already exists at the new reference
- A main record already exists at the new reference
- Taxpayer’s other record requires WksNo / Branch etc entry
- WksNo / Branch etc entry required
- Taxpayer’s other record has same WksNo / Branch etc entry
- No live employer can be found at this reference
- No P204 record can be located
Where the transfer is prohibited
- DECD signal is set – (indicating the taxpayer is deceased)
- PCESS signal is set
- OCCPEN signal is set (indicating the taxpayer is an occupational pensioner)
- The record found is a P204 record
- Your DOC..(date).. Yours is not the latest employment
Where there is a transfer inhibition
- PH signal is set - A P204 record has been created
- CNC TXN signal is set - A P204 record has been created
- UNP TXN signal is set - A P204 record has been created
- INSP ONLY signal is set - A P204 record has been created
- NOMVT signal is set - A P204 record has been created
- Automatic RETRY time limit has expired – please rework manually
Note: Inhibition Work List items are produced in both the new and old Processing Offices when an automatic request has been made for a record to be transferred, but the record cannot be released from the old office because one or more of the following signals are set on the record
- PH (An appeal is listed for Personal Hearing by the Commissioners)
- CNC TXN (Cancelled transaction)
- UNP TXN (Unprocessed transaction)
- INSP ONLY (Record only available to an Inspector)
- NOMVT (Record cannot be transferred)
A P204 record is created and the automatic computer process will continue to RETRY until the inhibition is removed in the old Processing Office. If, after 28days, the inhibition has not been removed a second inhibition printout will be produced telling you to do the transfer using the RETRY facility in Function MA. For more information see ‘Employment Changes’ at PAYE62000 onwards.
If a Tax Table check shows a discrepancy
- A tax table check of the P45(3) details entered on the record has revealed a discrepancy…
