PAYE93029 - Reconcile individual: end of year reconciliation: work item 225 - EOYR amendment to tax calculation required (Action Guide)

If a previous reconciliation has taken place and you or the system try to re-reconcile the account, the system will check to see if the record is marked SA. If the SA flag is set then the reconciliation is prevented and work item 225 is created.

To clear work item 225 follow steps 1 - 6 below

1.	Check Contact History to see when the case went into SA
2.	Is the year that the case went into SA later than the year that is now being reconciled?
	Yes, go to step 3
	No, go to step 4
3.	Where the year that the case went into SA is later than the year now being reconciled, you should re-reconcile the case. To do this
	Go to the ‘Reconciliation Summary’ screen
	Select the relevant tax year from the drop down menu
	Select the [Reconcile] button
	Go to step 5
4.	Where the year that the case went into SA is the current year then this year can be marked with a status of reconciled SA. To do this
	Go to the ‘Reconciliation Summary’ screen
	Select the tax year from the drop down menu
	Select the [Set Reconcile SA] button
	Go to step 5
5.	Close the work item and update the work item notes
6.	Update Contact History with details of your actions

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