PAYE80038 - PAYE operation: review of claims and deductions: taxed savings (Action Guide)
Where the customer has previously shown income from taxed savings but a form P810 is received showing no entry from this source follow steps 1 - 6 below, as appropriate. This guide is presented as follows
Initial action
| 1. |
Write to the customer and ask why, when he / she has previously shown income from taxed savings, no entry has been made on the form P810 |
| 2. |
BF the case (PAYE105501) for 8 weeks |
| 3. |
Do not amend the code and leave any existing HRA |
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No reply cases
| 4. |
If no reply received by the revised BF date or, the customer replies but refuses to provide the information requested |
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- Write to the customer and explain why you are not amending the code
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Reply received
| 5. |
If you are satisfied with the evidence provided |
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- If a tax calculation is required you should include a customer service note ‘P810 claim agreed as’ available from SEES Office Clerical Assistant with the tax calculation that is issued to the customer, to thank them for their co-operation, and an explanation to confirm that the savings have been agreed and included in the calculation in accordance with the figures given
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- If a tax calculation is not required, write to the customer and thank them for their co-operation and advise them that no change is required to their figures
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- Amend the CY / CY+1 codes
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- Use note ‘P810 claim agreed as’ available from SEES Office Clerical Assistant to record in Contact History agreement of the expenses, and the amount of the expenses
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| 6. |
If you are not satisfied with the information provided |
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- Write to the customer and explain why you are not amending the code
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| (This text has been withheld because of exemptions in the Freedom of Information Act 2000) |
