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PAYE94010 | Reconcile individual: in-year reconciliation: trigger in-year reconciliation

From HM Revenue & Customs · PAYE Manual

The In-Year Reconciliation function is triggered whenever you input into the IABD landing screen details of a request from an individual for a

  • Cessation repayment claim

  • Pension lump sum (formerly known as trivial commutation payments) Lump sum death benefit, or pension flexibility repayment claim

  • Repayment claim in respect of higher rate tax deducted from a redundancy payment, see action guide tax36085
    Or

  • Unemployment repayment claim

A number of checks are carried out by the computer before the tax calculation can take place.

See PAYE130000 onwards for more information on using the IABD landing screen.