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Income, allowances, benefits and deductions: IABD: introduction
Information received from an individual or their representative, for example a letter, or a form or a telephone call or from another system such as


 * Employer Compliance System (ECS)
 * Computerised Environment for Self Assessment (CESA)

needs to be captured on the PAYE Service on the Income, Allowances, Benefits and Deductions screen. PAYE130010 and PAYE130020 tells you how to do this.

This will provide you with access to the complete information about an individual’s income, allowances, benefits and deductions all within one system record.

Every time information is recorded and submitted, the system will automatically look at the changes made to a record and determine if


 * A coding calculation is required
 * In year calculation is required
 * Or


 * End of year calculation(s) is / are required

The information saved in IABD will be stored for years CY-6 to CY+1.

IABD landing
The IABD Landing screen is accessed from IABD on the Navigation Menu. It will be used to record the receipt of information from an individual or agent such as forms, letters, email or telephone calls. It is not designed for the logging of bulk forms see ‘Logging receipt of review forms’ PAYE79060.

All benefits should be captured on the Employer Compliance System (ECS) and flow through to the PAYE Service through Trace and Match.

You will select the


 * Form Type


 * And


 * Tax Year


 * The date of form receipt will default to today’s date, if an earlier date is displayed on the system this will be the date a form was recorded from the bulk logging, see PAYE79060

You must ensure you select the correct year for which the information relates and record the information for each relevant Area by


 * Selecting the Edit Record icon at the right hand side. This will display the screen for that area

The current amount will be displayed and you will be allowed to enter a new amount.

Any figures which have been carried forward at annual coding to the following year display ‘c/f’ in the Carry Forward field.

If further information is available, this can be viewed by


 * Selecting the Edit Record icon at the right hand side. This will display the Details screen

You must


 * Complete the earliest year first
 * Record and save all the information for one tax year at a time
 * The information can be recorded for years CY-6 to CY+1

Once all the information has been recorded on the relevant screen for the relevant year you must


 * Select the [Save] button

The status will remain ‘Not Selected’ until the information for the relevant area and year has been entered and saved.

You will be presented with the Landing page


 * The Status will then display ‘SAVED’

If you cancel any changes before saving the information the status will remain ‘Not Selected’.

The status will be reset to ‘Not Selected’ for all items once you select a new form or Tax Year.

You will then be presented with the IABD Landing screen, you must now


 * Select the [Submit ] button

The system will automatically decide if


 * A coding calculation is required
 * In-year calculation is required


 * Or


 * End of year calculations is required

IABD summary
The IABD Summary screen can be accessed from the Navigation Menu by selecting


 * IABD summary
 * The IABD Summary screen can be accessed from the Navigation Menu by selecting


 * Or


 * Tax Coding
 * Coding History

You will be presented with the Tax Code Calculation screen


 * Select the View Record icon on the right hand side

You will be presented with the Tax Code Details screen


 * Select [Actions] View IABD Data

If you [select] the IABD Summary screen from the Navigation Menu it will default to the current tax year, displaying the latest position for the year.

The screen is read only

You can filter and display information for


 * A specific tax year


 * And / or


 * IABD Type

Filter by Tax Year


 * Select the Tax Year. This will display all items recorded at the latest position

Filter by IABD Type


 * Select the Filter drop down box with the IABD Type. This will display all items recorded under that IABD type at the latest position in that year

If you select the View Record icon at the right hand side


 * The details screen is displayed for that type

If you access the Summary screen from Coding History you can only view the items recorded in IABD that were included in that particular coding calculation.

Reconciliation Tax Calculation results screen contains view links to IABD Summary screens for Total Non Savings Income, Total savings Income and Total Allowances.

Recording and submitting information
To record new information or receipt of a form follow steps 1 - 10.

You can view all the information held for coding purposes on the IABD Summary screen see PAYE130015.