PAYE77036 - PAYE operation: incapacity benefit: form P45(IB)(O) (Action Guide)

1.

Select the EMPLOYMENT SUMMARY screen to view current employments

2.

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

3.

If incapacity benefit has been coded through the IABD screen and there is no corresponding record on the EMPLOYMENT SUMMARY screen

• From the EMPLOYMENT SUMMARY screen press the [Insert] button so a secondary employment can be inserted

• Use the INSERT EMPLOYMENT DETAILS screen to create a secondary record for incapacity benefit

• Set creation source as User

• Show PAYE reference(This text has been withheld because of exemptions in the Freedom of Information Act 2000) 

• Show job title as Incapacity Benefit

• Set the potentially ceased indicator, select [Save]

• Update the CONTACT HISTORY screen to show action taken in accordance with PAYE105020 

• See step 5

4.

If incapacity benefit has been coded through the IABD screen and there is a corresponding record on the EMPLOYMENT SUMMARY screen

• From the EMPLOYMENT SUMMARY screen press the Edit record indicator next to the incapacity benefit employment

• Set the potentially ceased indicator, select [Save]

• See step 5

5.

Issue a revised tax code

Note: Before issuing a revised code consider the individuals employment history and the previous tax codes operated during the year see PAYE61205 

• View the IABD LANDING screen

• Enter the leaving incapacity benefit into the TAXABLE SOCIAL SECURITY BENEFITS screen [Save] See PAYE130075 

• Remove incapacity benefit from TAXABLE SOCIAL SECURITY BENEFITS screen for CY+1 see PAYE130020 [Save]

• [Submit] the IABD LANDING screen

• Review the TAX CODE DETAILS screen, see PAYE11130 and [Submit]

• Review the EDIT EMPLOYMENT ALLOCATION screen to consider the basis of operation for the tax code(s) to be issued, see PAYE13115 and [Submit] to issue the revised tax codes

• Update CONTACT HISTORY screen in accordance with PAYE105020 and show date the incapacity benefit claim ceased

• Scrap the P45(IB)(O)

6.

If incapacity benefit has not been coded through the IABD screen and there are no live sources of income and

The date of leaving last employment is before date of leaving incapacity benefit

• From the EMPLOYMENT SUMMARY screen press the [Insert] button so a primary employment can be inserted

• Use the INSERT EMPLOYMENT DETAILS screen to create a primary record for incapacity benefit

• Set creation source as User

• Show PAYE reference (This text has been withheld because of exemptions in the Freedom of Information Act 2000) 

• Show job title as Incapacity Benefit

• Set the potentially ceased indicator select [Save]

• Update the CONTACT HISTORY screen to show action taken in accordance with PAYE105020 

• Scrap the P45(IB)(O)

The date of leaving last employment is after date of leaving incapacity benefit

• From the EMPLOYMENT SUMMARY screen press the [Insert] button so a secondary employment can be inserted

• Use the INSERT EMPLOYMENT DETAILS screen to create a secondary record for incapacity benefit

• Set creation source as User

• Show PAYE reference (This text has been withheld because of exemptions in the Freedom of Information Act 2000) 

• Show job title as Incapacity Benefit

• Set the potentially ceased indicator, select [Save]

• Update the CONTACT HISTORY screen to show action taken in accordance with PAYE105020 

• Scrap the P45 (IB)(O)

• Review whether a revised code is required

Note: Before issuing a revised code consider the individuals employment history and the previous tax codes operated during the year see PAYE61205