PAYE77043 - PAYE operation: incapacity benefit: form P46(IB): revised award (Action Guide)

Initial action

Steps 1 - 2

Incapacity benefit is latest source of income

Steps 3 - 4

Incapacity benefit is coded out

Steps 5 - 8

1.

Select the EMPLOYMENT SUMMARY screen to view the relevant employment

2.

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

3.

If Incapacity Benefit is the only source of income as there are no other live sources

• Update the CONTACT HISTORY screen in accordance with PAYE105020 and enter the revised Incapacity Benefit reward using the SEES Notes Paster for coding Incapacity Benefit

• Destroy the P46(IB)

4.

If Incapacity Benefit was previously the only source of income but a new employment has commenced

• See PAYE77042 step 11

5.

If Incapacity Benefit has been coded out as there is another live source of income

• Update the CONTACT HISTORY in accordance with PAYE105020 and enter the revised Incapacity Benefit reward using the SEES Notes Paster for coding Incapacity Benefit

• Issue a revised code see step 6
   
  Note: Before issuing a revised code consider the individuals employment history and the previous tax codes operated during the year see PAYE61205 

6.

View IABD LANDING screen

• Enter the revised Incapacity Benefit into the TAXABLE SOCIAL SECURITY BENEFITS [Save] see PAYE130075 

• [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

• Scrap the P46(IB)

7.

If IB was coded out but all other sources have now ceased

• From the EMPLOYMENT SUMMARY screen press the [Insert] button so a Primary record for incapacity benefit can be inserted

• Use the INSERT EMPLOYMENT DETAILS screen to create a primary record for Incapacity Benefit

• Set creation source as P46(IB)

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

• Show job title as Incapacity Benefit [Save]

• Update the CONTACT HISTORY screen in accordance with PAYE105020 and enter the revised Incapacity Benefit reward using the SEES Notes Paster for coding Incapacity Benefit

• Issue a revised code see step 8.

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

8.

View IABD screen

• Remove the Incapacity Benefit from the TAXABLE SOCIAL SECURITY BENEFITS screen using the IABD screen, select [Save] see PAYE130075 

• [Submit] the IABD LANDING screen

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

• From the EDIT EMPLOYMENT ALLOCATION issue code PA on a week 1 / month 1 basis to DWP, see PAYE13115 and [Submit] to issue the revised tax code

• Scrap the P46(IB)