P11D processing: processing and retrieving forms P11D: amending an employer note
You can amend notes that have been recorded against employers during the P11D capture process.
In Workflow Management you can access these notes from the Batch Details and Capture Batch screens by selecting the [Notes] button. When you access the notes from these workflow screens only notes made against the employer entry in the batch are displayed.
You can also amend notes that have been captured outside the Workflow Management process. In these circumstances the Notes screen is accessed from the Employer Details screen, then you select Notes from the Edit menu, the Notes screen will be displayed. From the Notes screen select the [P11D Captured] button. The P11D Capture Notes screen will be displayed.
To amend the free text entry
- Select a note
- Select the [Update] button
The Update P11D Capture Note screen will be displayed
- Amend the free text entry
- Select the [OK] button to save the amendment