PAYE104042 - Individual records: merge individual records: work item 46 - special business area records merged (Action Guide)
Note: You must only manually merge records when you have fully reviewed and are completely satisfied that the duplicate records are proper to the same person.
This work item is created when records are successfully auto merged but a Special Business Area indicator has been set on one or both records.
Note: The individuals name as entered in the 바카라 사이트˜Name바카라 사이트™ field is the name held on the 바카라 사이트˜merged from바카라 사이트™ account.
To clear work item 46 follow steps 1 - 10 below. This Guide is presented as follows
Steps 1 - 3
Individual no longer satisfies SBA criteria
Steps 4 - 7
Individual still satisfies SBA criteria
Steps 8 - 10
Initial action
1. Review whether a Contact History note is held to show manual merge has been attempted
- If a Contact History note is held and / or merge has not yet taken place see action guide tax80008 to complete manual merge
- If a Contact History note has not been made and auto merge has been completed, go to step 2
2. Check the records have been merged correctly
3. Check if the individual is still satisfies SBA criteria
Individual no longer satisfies SBA criteria
4. Remove the SBA indicator from the Indicators screen
5. Make a note in Contact History that 바카라 사이트˜The taxpayer no longer satisfies (HNWU / Expat / RBC) criteria바카라 사이트™
6. Note work item 바카라 사이트˜No longer satisfies SBA criteria바카라 사이트™
7. Close the work item in accordance with PAYE110075
Individual still satisfies SBA criteria
8. Update Contact History
9. Note work item 바카라 사이트˜Case reviewed - Still SBA바카라 사이트™
10. Close the work item in accordance with PAYE110075