PAYE94086 - Reconcile individual: in-year reconciliation: work item 130 - repayment P45(1) now received (Action Guide)
To clear work item 130, follow steps 1 - 15 below. This guide is presented as follows.
|
Steps 1 - 4 |
|
|
Steps 5 - 12 |
|
|
Steps 13 - 15 |
Initial Action
|
1. |
Access the individual’s record on the PAYE Service |
|
2. |
Access the ‘View Historical PAYE Service Contact History’ |
|
3. |
Select the item for the Contact History relating to the in-year claim to expand the history screen |
|
4. |
Make a note of the Contact Storage reference |
Papers in the same location
|
5. |
Obtain the papers from storage |
|
6. |
Check that the details on the P45(1) agree with the pay and tax details used in the in-year repayment claim |
|
|
If they agree |
|
7. |
Close the work item and make a work item note |
|
|
If the pay and tax details differ |
|
8. |
Access the ‘Reconciliation Summary’ screen |
|
9. |
Re-calculate the in-year repayment using the P45(1) figures |
|
10. |
Close the work item and make a work item note |
|
11. |
Make a note in Contact History with the details of the action taken |
|
12. |
Make a note in Contact History with the details of where the claim papers are held |
Papers in a different location
|
13. |
Make a note on the work item that it must be worked by a user in the same location as the papers |
|
14. |
Create a manual BF item for 4 weeks |
|
15. |
Contact the office where the papers are held by telephone / email /e-form and ask them to take ownership of the work item and take action as detailed above |
