SolvedPAYE105001 | Individual records: contact history: introduction
From HM Revenue & Customs · PAYE Manual
A Contact History note should be created each time we receive correspondence, handle a call, review a work item or contact the customer.
The purpose of a Contact History note is
To record all actions taken on a customer’s record
To record how and where information has been captured
To highlight any outstanding information required to complete an action
To ensure all relevant information is captured so the customer’s query can be resolved at the earliest opportunity
To document the request and receipt of any papers required
How to access Contact History
Contact History can be accessed from the left hand navigation menu and there are 3 options
Contact history
Output Summary - see Action guide tax80011 for more information
Issue Form - see PAYE106000 for more information
How a Contact History note is created
Automatic creation by NPS
If information is processed automatically, NPS will update Contact History and record any communication issued to the customer. Please refer to PAYE105010 for further guidance.
NPS prompts you to create note
If you receive information that results in an update to the customer record, the Insert Contact History Details screen is displayed automatically. Please refer to PAYE105015 for further guidance.
Manual creation by you
The Insert Contact History details screen is not displayed automatically where
The information received does not result in a change to the customer record
orYou contact the customer for further information
orYou require further space to complete a note
In these instances, you must manually create a Contact History note, following Action guide tax80011.
You should then enter details by referring to the guidance at PAYE105017 for telephone calls and correspondence or PAYE105020 for work management items.