PAYE43026 - Employer returns: capture employer return - 2005 onwards: linking employer returns - 2005 onwards (Action Guide)
Note: This Action Guide should be used for tax years from 2004-05 only.
When trying to link a ‘recorded as received’ return to the return you want to capture, follow steps 1 - 7 below. This Guide is presented as follows
Step 1
Step 2
Return not recorded as received
Steps 3 - 5
The submission type selected is not consistent
Step 6
The record receipt date is not displayed
Step 7
Multiple returns with the same date of receipt
For details of how to access any of the Employer Business Service functions, use PAYE057.
Initial action
The Select Receipt Date screen will only be presented when you need to make a manual link between the recorded as received return and the return you want to capture
1. Review the return details to establish the receipt date and the submission type of the return, or part return you are capturing
Return not recorded as received
2. If the receipt date and or the submission type do not appear in the list box in Function CAPTURE EOY RETURN DETAILS, the return or return part has not been recorded as received. You must
- Not proceed with the capture of the return or return part
- Use Function RECORD RETURN RECEIPT to record receipt of the return, or return part, using the date of receipt from the front of the return
- Use Function CAPTURE EOY RETURN DETAILS to capture the return, or return part
The submission type selected is not consistent
3. If you are unable to link the recorded as received return to the return you want to capture because the submission type selected is not consistent with the entry on EOY Return Details you must stop the capture of the return or return part
- If the submission type selected is incorrect - go to step 4
- If the return class is incorrect - go to step 5
4. If the submission type selected is incorrect
- Check the front of the return
- Select the correct submission type, and
- Continue with capture of the return or return part
5. If the return class is incorrect
- Check the front of the return
- Select the correct submission type, and
- Continue with capture of the return or return part
The record receipt date is not displayed
Where more than 20 returns have been recorded as received the latest 20 will be displayed
6. If the return was received before the 20 displayed
- Do not proceed with the capture of the return or return part
- Capture one or more of the other 20 displayed. This will remove them from the list until the return you want to capture is displayed
- Continue with capture of the return or return part
- Where you have a P35 return captured on EBS for tax years 2013-14 onwards you will be required to manually capture the charge in ETMP. To do this follow guidance at PAYE43210
Multiple returns with the same date of receipt
7. From April 2005 it is important that the date of receipt is linked to the date of capture for that return
If two or more returns are displayed as having been received on the same day check the submission type for each date
- If the submission type of the return you are about to capture is the same as two or more of those received on that date, you can link the return you are about to capture to any of those returns
- If different submission types are displayed you must link the return to the submission type of the return or return part you are about to capture
Note: It is important that the correct receipt date and submission type are linked to the capture record, but if two returns of the same submission type are recorded as received on the same date, it is not necessary to link the specific receipt to the return or return part you are about to capture.