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HMRC internal manual

PAYE Manual

From
HM Revenue & Customs
Updated
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P11D processing: management of workflow management tool: return batch

The batch will be returned to the home office. The RCU manager will, in these circumstances, select the office to return the batch to.

To return a batch you must

  • Filter on ‘Completed’ on the Batch Manager screen
  • Select any number of batches from the display
  • Select the [Return] button. The Return Batch screen will be displayed with the office defaulting to the original Sending Office
  • Select the [OK] button. The batch status will be changed from ‘Completed’ to ‘Returned’

Multiple rows can be chosen for return by selecting each relevant batch. If the multiple selection contains multiple returning offices, the warning message ‘Selection contains batches from different Sending Offices’ will be displayed

  • Select the [OK] button. The Return Batch screen will be displayed and the office numeral will be blank
  • Enter the office numeral that they are to be sent to
  • Tab out
  • Select the [OK] button

If the home office has changed for any batches to be returned, a Return Cover Sheet is automatically printed and a message will be displayed showing how many have been printed.

If a closed office is selected, then you will be presented with the error message ‘Office is closed’ and you will be prevented from returning the batch to that office.

  • Select the [OK] button. The Return Batch screen will be displayed and the office numeral will be blank
  • Enter the office numeral that they are to be sent to
  • Tab out
  • Select the [OK] button

If a batch selected to ‘Return’ still has QA/QC outstanding, the error message ‘Selection includes batch which contains outstanding QA/QC’ will be displayed

  • Select the [OK] button. You will be returned to the Batch Manager screen and the batch will be still displayed. Once the QA/QC has been completed it can be ‘Returned’ so that its current status and whereabouts are up to date