SAM103032 - Records: movement of taxpayer records: expat (expatriate) employees: transfer of expat record - action in expat team (Action Guide)
On receipt of a record transferred in from a local office follow steps 1 - 8 below.
| 1. | Use function AMEND TAXPAYER SIGNALS to remove the Final Year Return Signal. Do not remove the SA Entry/Exit Letter Inhibited Signal |
|---|---|
| 2. | Check the PAYE record to ensure that the PAYE/SA link has been re-established. Usually an overnight process |
| 3. | Use function MAINTAIN SA NOTES to enter the note 鈥楨xpat case with Liverpool Expat Team鈥� and telephone number(This content has been withheld because of exemptions in the Freedom of Information Act 2000) |
| 4. | Issue the appropriate introductory letter to the taxpayer and agent |
| 5. | If you have responsibility for the PAYE record set the FILE signal |
| 6. | Check that the relevant transfer instructions have been followed by the local office and ensure that both SA and PAYE records are up to date |
| 7. | Action any outstanding post or return as identified from the stencil completed by the local office |
| 8. | Put away the stencil and correspondence in the file |