PAYE73040 - PAYE operation: simplified deduction schemes: repayment during year on cumulative basis


Where payments fluctuate, an employee within the simplified deduction scheme may claim that a refund would be due if the employer used the cumulative basis. If such a claim is made

  • Complete and issue a new deduction card P12 by first class post
  • Ask the employer to
  • Return the old card P12

And

  • Remit the tax shown on it to Banking Operations
  • Obtain form P12R from the Employer section
  • Calculate the repayment due, using
  • Pay and tax figures for the year to date
  • Cumulative Tax Tables to the last pay day on the old code
  • Use COP Function PO to make any repayment due in the usual way
  • File the P12R with the claims papers