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HMRC internal manual

PAYE Manual

Individual records: maintain individual details: work item 25 - designatory data from SA - unable to update agent details

This work item is created where SA has transmitted the agent ‘client’ and Agent ID through TBS and the details could not be updated on the PAYE record.

To clear work item 25 follow steps 1 - 9

1. Before proceeding, check the Contact History screen to view notes and to check previous actions taken. Action to take will depend upon whether this is the first or second time this work item has been received
    ## Work item 25 received for first time
  2. Use the SA Clerical Processing role to cease the agent details on the SA record and re-enter the agent details on SA. The PAYE Service will be updated within two days. See Self Assessment Manual at SAM101180 (Records: maintain taxpayer records: maintain agent for taxpayer)
  3. Close the work item in accordance with PAYE110075 
  4. Update Contact History
    ## Work item 25 received for second time
  5. If incorrect details are still shown, and the agent requires a copy of the P2, set the Manual Code Indicator see PAYE103065 
  6. Make a note in the ‘Other Reason’ box ‘Agent details on PAYE Service incorrect, correct agent details are………. See SA record for full correct agent details’
  7. Contact the Agent Maintainer and ask them to update the SA record stating PAYE Service record does not show correct agent details
  8. Close the work item in accordance with PAYE110075 
  9. Update Contact History