Reconcile individual: in-year reconciliation: small pension taken as a lump sum payment (formerly known as trivial commutation payments) repayment calculation: underpaid or balanced
Where the tax calculation results in an underpayment or the case is balanced, the message ‘There is no overpayment calculated’ is displayed.
- Write to the customer using OCA 98 to explain that there is no refund of tax due at present, but that the position will be reviewed at the end of the tax year
- Make a note in Contact History with the details of the action taken
- Make a note in Contact History with the details of where the claim papers are held