PAYE94070 - Reconcile individual: in-year reconciliation: unemployment repayments calculation: overpaid
Where the tax calculation results in an overpayment, you will be taken to the ‘Unemployment Results’ screen.
You must then select the recipient for the repayment and then select [Submit].
You will be taken to the ‘Reconciliation summary’ screen where the result of the calculation will be displayed if you select
- Agent
- Capacitor
Or
- Individual
You will be taken to the ‘repayment recipient’ screen if you select
- Nominee
You must then enter the details of the nominee to whom the repayment is to be issued.
When you select the [Submit] button, you will be taken to the ‘Reconciliation summary’ screen where the result of the calculation will be displayed.
The system will prepare the tax calculation (P800) for issue and post the details to the Accounting function to process the repayment.
Where the tax calculation results in an overpayment the system will prepare the forms P52 and the new P45 (parts 2 and 3) for issue and post the details of the repayment to the accounting function to process the repayment. The P45 details will take in to account the repayment made and will differ from the original submitted
You must
- 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
