PAYE79061 - PAYE operation: targeted review forms: logging receipt of review forms (Action Guide)
To log / bulk log the receipt of review forms follow steps 1 - 5 below.
1. Access the Bulk Logging Target Review Form screen from the Navigation Menu (you do not need to enter an individual’s national insurance number (NINO))
2. Select a form type from the drop down menu
3. Enter the required date of receipt in the Date of Receipt field. The date will default to today’s date on entry to the screen
4. Enter up to 10 NINO
5. Select the [Submit] button to record the date of receipt on the Compliance Tracking Table for each of the NINO / TRN
Contact History will be updated automatically
Notes:
a. When the updates have been successfully performed, the screen will be returned blank, the form type will remain as previously selected and the Date of Receipt will be as previously entered.
b. Where the form type is a P810, the system will unset the PENAL indicator on the record.
c. If you attempt to ‘bulk log’ a form P161 where the tax year displayed in the ‘Review Status Summary’ screen is CY-2 or earlier, the following error message will be displayed
- ‘Please correct the following entries and try again:
- No form of this type expected for NINO 1
- If required, please record the issue of the form via the Issue Targeted Review Form screen’
The bulk logging function can only log for CY-1 or CY, for example, the NPS record has a tax year displayed as 2009 to 2010 and it is being processed in 2010 to 2011.
If you are reviewing a form P161 / P161(W) that has a tax year displayed as CY-2 or earlier, you should update the record through IABD in accordance with Action guide tax40160.
The ‘Review Status Summary’ screen will be updated with multiple entries where a form P161 is selected through IABD; this is the agreed process and does not impact on any other PAYE functional areas.