PAYE79041 - PAYE operation: targeted review forms: function RI: issue and receipt of review forms (Action Guide)

To issue, record receipt of and delete receipt of a review form follow steps 1 - 12 below. The guide is presented as follows

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

To issue a CY review form automatically outside the bulk issue

1. Use Function RI to check that none of the following signals are set

Note: If the SA signal is set you can only use Function RI to issue a 575(T) to the husband if the 575 TO HUSBAND signal is set. If a 575(T) is issued to the husband from a wife’s record, the date of issue is not recorded on the wife’s COP record.

2. Complete the ISSUE(D) field on the top line

Or

3. Make sure ‘N’ or space appears in the MANUAL field
   
   
4. Press the Enter key

Note: The Data Centre will issue the appropriate form on the next working day. The form issued will depend on information held on the record. More details are available at PAYE79030.

To record manual issue of a review form

Use Function RI and

5. Enter ‘R40’ in the REVIEW FORM REQUIRED field
   
   
6. Enter the date of issue in the ISSUE(D) field for the appropriate year
   
   
7. Enter ‘Y’ in the MANUAL field if the form is for CY-1 otherwise leave blank
   
   
8. Press the Enter key

To record the date you received a review form

9. Use Function RI and enter

Or

10. Press the Enter key

Note: Do not make an entry in the RECEIVED? field on receipt of a husband’s form 575 which was issued from the wife’s record.

To delete a previous ISSUE(D)? or RECEIVED? entry

11. Use Function RI and

12. Press the Enter key