SAM100191 - Records: set up taxpayer record: SA/PAYE linked cases (Action Guide)
When the SA record is linked to a PAYE record, follow steps 1 - 2 below
For details of how to access any of the SA functions, select 바카라 사이트˜Index Of Functions바카라 사이트™ on the left of the screen.
| 1. | Where the taxpayer has ceased self employment, and taken up employment, review the PAYE record for the presence of SA criteria. See the subject 바카라 사이트˜Criteria For A PAYE / SA Record바카라 사이트™ (SAM100050) |
| Ìý | Ìý |
| Ìý | Where it is clear that the PAYE record does not contain any SA selection criteria |
| Ìý | * Decide whether a return is required for the current year because of the previous source |
| Ìý | * If so, use function AMEND TAXPAYER SIGNALS to set the Last SA Return Required For Year Ending field to 5 April next. For example, if today바카라 사이트™s date falls in 2007/08 set the signal to 바카라 사이트˜08바카라 사이트™ |
| Ìý | And |
| Ìý | * Set the SA Entry / Exit Letter Inhibited signal to 바카라 사이트˜Y바카라 사이트™ |
| Ìý | * If not, use function AMEND TAXPAYER SIGNALS to set the Last SA Return Required For Year Ending field to 5 April last. For example, if today바카라 사이트™s date falls in 2007/08 set the signal to 바카라 사이트˜07바카라 사이트™ |
| Ìý | * Check if it appropriate to issue an Exit letter. If is not appropriate set the SA Entry / Exit Letter Inhibited signal to 바카라 사이트˜Y바카라 사이트™ |
| Ìý | Where there is SA selection criteria on the PAYE record |
| Ìý | * Take no further action |
| 2. | Use function AMEND TAXPAYER SIGNALS to set the No Repayment signal to 바카라 사이트˜Y바카라 사이트™ if a PAYE in-year repayment has been made and update SA Notes with the reason why the No Repayment signal has been set |