PAYE94015 - Reconcile individual: in-year reconciliation: automatic in-year reconciliation checks
All claims
- The form P45(1) details must be held. If these details are not held the message ‘No P45 has been received for this individual’ will be displayed. You should not attempt to input the P45 2 & 3 details, if held, as P45(1) data
- If a P45(1) is not held but the case is a complaint case, ask the customer for the P45(1)(A). On receipt, capture the part 1(A) as a P45(1). Return the part 1(A) to the customer
- If the CPR or Expat indicator is set but not the SA indicator, the claim cannot be processed. The messageed’ will be displayed
- In year calculation following capture of P50 or P52 will take place even if there is an un-reconciled or ‘open’ previous year
Cessation or trivial commutation claim (not unemployment repayment claim)
- If the SA indicator is present then no calculation will be triggered. The message ‘An SA interest exists and no calculation can be processed’ will be displayed. For information on how to deal with both SA and non SA Trivial Commutation claims see PAYE94046
Unable to process claim?
Where you are unable to process the claim you must
- Write to the customer to advise them why the repayment can not be made now
- Issue a Form P43 if the P45(1) details are outstanding
- Make a note in Contact History with the details of the action taken
- Make a note in Contact History with the details of where the claim papers are held
- Create a manual work item (see PAYE110080)
