Reconcile individual: in-year reconciliation: trigger in-year reconciliation
The In-Year Reconciliation function is triggered whenever you input into the IABD landing screen details of a request from an individual for a
- Cessation repayment claim
- Pension lump sum (formerly known as trivial commutation payments) Lump sum death benefit, or pension flexibility repayment claim
- Repayment claim in respect of higher rate tax deducted from a redundancy payment, see action guide tax40085
- Unemployment repayment claim
A number of checks are carried out by the computer before the tax calculation can take place.
See PAYE130000 onwards for more information on using the IABD landing screen.