PAYE53051 | Employer returns: employer return work lists: incentive - open appeal (Action Guide)
From HM Revenue & Customs · PAYE Manual
Notes:
This work list is accessible using the EBS Maint(ainer) user role
This work list should be reviewed on a daily basis
The work item is deleted automatically when a settled date and outcome is entered to close the appeal
To take the appropriate action when there is an entry on the ‘Incentive - Open Appeal’ work list follow steps 1 - 3.
For details of how to access any of the Employer Business Service functions, use PAYE057.
1. Use Function WORKLISTS to
Select work list type ‘Incentive - Open Appeal’
Search for a particular employer reference on the list
Select 'Options' from the menu bar
Select 'Search'
Enter the employer reference in the Worklists Employer Reference Search screen
Select the [OK] button
If the employer is highlighted in the list box, go to step 2
If a message ‘Employer Reference Not Found’ is displayed either
The appeal has been settled
Or
An appeal has not been created using Function MAINTAIN INCENTIVE APPEAL
2. Investigate the reason for and deal with the appeal. For further information see the Action Guide ‘Maintain Incentive Appeal’ PAYE44026
3. If the appeal cannot be settled quickly, note the work item as 'Working'
With the employer highlighted
Select 'Options' from the menu bar
Select 'Working’
A 'Y' will be displayed next to the employer reference in the list box