PAYE94081 - Reconcile individual: in-year reconciliation: work item 119 - P53 required (Action Guide)

Initial action

Steps 1 - 3

Action on receipt of form P53

Steps 4 - 5

Form P53 not received

Step 6

1.

Prepare and issue form P53 (end of year option) on Office Clerical Assistant (OCA)

• 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

2.

Note the work item of the action taken

3.

Close the work item, see PAYE105016 

You must 

4.

Enter the information on the IABD screen. This will trigger the End of Year reconciliation

5.

Process the end of year reconciliation in the usual way ensuring that any in-year repayment from the original trivial commutation repayment claim is included in the calculation

• 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

6.

If the form P53 is not returned the case will automatically reconcile once the auto reconciliation is triggered