SAM125111 - Returns: returns work lists: w035 manual issue of review form 575 (Action Guide)
Where you are reviewing an entry on the ‘Manual Issue of Review Form 575’ Work List, follow steps 1 - 14 below. This guide is presented as follows
| Actions | Steps |
|---|---|
|
Steps 1 - 9 |
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Steps 10 - 14 |
Live primary source PAYE record held
|
1. |
Use PAYE Service Targeted Review Forms to check whether the ‘575 to Husband’ tick box is set to ‘Y’ |
|
|
If the ‘575 to Husband’ is set to ‘Y’ |
|
2. |
The Review form 575 will be issued automatically from PAYE to the husband |
|
3. |
Use function WORK LIST CASES or function SELECTED CASE to delete the work item |
|
|
If the ‘575 to husband’ is not set |
|
4. |
In a husband and wife case, enter ‘Y’ in the ‘575 to husband’ field on the PAYE record. The Review form 575 will be issued automatically from PAYE in future years. Note: In a civil partnership case, do not enter the ‘575 to Husband’ signal |
|
5. |
Prepare a Review form 575 for issue to the husband / PAYE source civil partner |
|
6. |
Address the form to the husband / PAYE source civil partner, and include the wife’s / SA source civil partner’s UTR (Unique Taxpayer Reference) |
|
7. |
Make a note of the date of issue in the wife’s / SA source civil partner’s SA Notes |
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8. |
Use function WORK LIST CASES or function SELECTED CASE to delete the work item |
|
9. |
If you have prepared the form 575 for annual bulk issue, hold it with other forms 575 to be issued manually |
Other situations
|
10. |
Prepare a Review form 575 for issue to the husband / PAYE source civil partner |
|
11. |
Address the form to the husband / PAYE source civil partner, and include the wife’s / SA source civil partner’s UTR |
|
12. |
Make a note of the date of issue in the wife’s / SA source civil partner’s SA Notes |
|
13. |
Use function WORK LIST CASES or function SELECTED CASE to delete the work item |
|
14. |
If you have prepared the form 575 for annual bulk issue, hold it with other forms 575 to be issued manually |
