PAYE79060 - PAYE operation: targeted review forms: recording receipt of review forms

Before examining the completed forms, you must record their receipt on the computer

  • Use Function RR for forms received on the same day as you use the function
  • Use Function RI in all other cases

Do not record receipt of forms 575(T) issued to a husband from the wife's record. Instead pass these straight to the Processing Officer.

In R40 and 575 cases the actual form must have been received. In P810 cases the taxpayer can provide the information in some other way, for example, in a letter or telephone call. They may even submit an unsolicited SA Return. Treat this as if it was the receipt of the form itself. It is not essential for you to have the form before amending the code but you must use Function RR or RI in all cases. COP keeps a count of the forms for management information.

Where the taxpayer’s address has changed use TBS Function AMEND ADDRESS to amend the computer record.