PAYE20021 - Employer records: set up employer record: checks prior to setting up (Action Guide)
When you wish to consider setting up a new employer record for an employer or contractor follow steps 1 - 6 below. The guide is presented as follows
| Initial action | Step 1 |
| Employer record found | Steps 2 - 5 |
| Employer record not found | Step 6 |
For details of how to access any of the Employer Business Service functions use the [Index of Functions] button on the left of the screen.
Initial action
| 1. | When considering setting up a new employer record ensure that you have all available information to hand |
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Note: If staff on the Employer Helpline establish a record already exists, the caller should be referred to the PAYE Employer Office. |
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Employer record found
| 2. | Use Function VIEW EMPLOYER SUMMARY to review the information you have received. Satisfy yourself that it is the same employer record |
| 3. | Use Function AMEND EMPLOYER SUMMARY to access the appropriate function(s) in order to make any changes to the employer record. See PAYE21000 onwards for further advice |
| 4. | If any changes are made, where appropriate you will need to notify the relevant section. In P510 cases remember to notify the office responsible for the employer accounts file |
| 5. | Use Function AMEND EMPLOYER NOTES to record your actions and then file the papers in the employer record pad |
Employer record not found
| 6. | You will need to set up a new employer record. Follow the appropriate Action Guide for the employer record you are setting up. See PAYE20080 for more information |
