PAYE68037 - employment maintenance: movements browser: work list - validation failures P45(1) (Action Guide)


To deal with entries on this Work List follow steps 1 - 7 below. The Guide is presented as follows

Initial actionSteps 1 - 2
Trace NINOStep 3
Contact employerStep 4
Week / Month No missing or invalidStep 5
Use Function MLStep 6
ResubmitStep 7


For details of how to access any of the COP and TBS functions use the [Index of Functions] button on the left of the screen.

Initial action

  1. Check that all the details have been entered correctly from the paper form
  • If they are wrong, correct the entries on the browser and go to step 7
  • If they are correct, go to step 2
  1. If the
  • NINO is missing or in an incorrect format, go to step 3
  • Date of leaving is missing, go to step 4
  • Week / Month Number is missing or invalid, go to step 5
  • Total Pay to Date is missing and the Week 1 or Month 1 box is not checked, go to step 6
  • Total Pay this Employment is missing and the Week 1 or Month 1 box is checked, go to step 6
  • Total Tax this Employment is present but Total Pay in this Employment is missing, go to step 6
  • The Code at Date of Leaving is in an invalid format, go to step 4
  • Total Tax to Date exceeds Total Pay to Date, go to step 6
  • Total Tax this Employment exceeds Total Pay this Employment, go to step 6
  • If NINO not present and neither of Surname, Date of Birth, Address or Postcode are present, go to step 4

Trace NINO

  1. Use TBS Function FIND TAXPAYER first then COP Function TI to find the correct NINO or temporary reference number and then
  • Update the entry on the browser

And if there are no other failures

  • Go to step 7

Note: For the instructions to follow where the P45(1) is a No Trace P45(1) see ‘Receipt Of Form P45(1) (Action Guide)’ at PAYE61046. Further guidance on using the search facilities is given in ‘Finding A Taxpayer Record’ at PAYE102000 onwards

Contact employer

If the Date of Leaving is missing, Code is in an invalid format or where the NINO is missing and neither of the Surname, Date of Birth, Address or Postcode is present

  1. Contact the employer and obtain the missing or clarify the invalid information, and then
  • Update the entries on the browser

And if there are no other failures

  • Go to step 7

Week / Month No missing or invalid

  1. Use the date of leaving to determine the week or month number
  • Enter the correct week or month number on the browser

And if there are no other failures

  • Go to step 7

Use Function ML

  1. Delete the form from the browser and then use Function ML to capture the details from the paper form

Resubmit

  1. Select the [Submit] button to process the form