 |
 |
|
|
This screen displays the event details of the Employment-related Securities form including the Client ID, Business name, and whom the entry was Logged by. If a Company Secretarial licence is present and this event exists for the client the HMRC's Form 42 for that tax year can be printed from Basic tab | Forms.
Specific fields on screen are:
Date tax year ends and Tax Year
Date of issue which appears on the first page of the form and should only be populated if a Form 42 notification has been received from HMRC.
ESSU which appears on the first page of the form and tends to be in the format e.g. U/1234567.
The PAYE reference appears on the first page of the form and is completed using the PAYE district and PAYE reference fields in Client | View | Tax tab. If the PAYE reference field is:
10 characters or less - use the first 3 characters from the PAYE district then the characters within the PAYE reference field.
greater than 10 character - use the PAYE reference field only.
Future Form 42 events use the most recent version of form within IRISPTP until each April CD release when the latest Form 42 is released and installed. Until the correct full version of the form for the tax year in which the event occurred is available only the supplementary sheets are generated by default. When the correct form is installed and available for the tax year then the event is automatically updated.
Other options available on screen are:
Delete - will remove the logged details and prevent the HMRC form from being generated.
Save - saves changes.
Close - exits the screen without saving changes.
Configure the output of Form 42 to always output the full form 42 if available or only output the supplementary sheets.
At system level - go to Setup | Form Options | Form Production.
At client level - go to Edit | Form Options | Form 42 tab.