Set Up Unique ID Lists for Electronic Submissions
A unique ID list is a lookup type containing a list of valid identifiers that a tax reporting unit (TRU) can use when making electronic submissions to HM Revenue & Customs (HMRC).
Here's how you can set up and use unique ID lists:
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Create a lookup type of unique IDs
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Associate a unique ID list with a TRU
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Associate a unique ID list with an employee's statutory deductions calculation card
Create a Unique ID List Lookup
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Search for and select the Common Lookups task.
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Enter a lookup type name that includes the characters "UNIQUE_ID", such as Monthly_UNIQUE_ID.
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Create a lookup code for each unique ID you want included in the list.
Associate a Unique ID List with a Tax Reporting Unit
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In the Setup and Maintenance work area, go to the following:
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Offering: Workforce Deployment
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Functional Area: Legal Structures
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Task: Legal Reporting Unit HCM Information
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Set the scope by selecting the parent legal entity and then the legal reporting unit.
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On the Legal Reporting Unit HCM Information page, Tax Reporting Unit tab, click the Tax Reporting Unit Details link.
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In the Unique ID List field, select the list to use for this TRU. (You must have previously defined the list.)
Associate a Unique ID with a Statutory Deductions Calculation Card
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In the Setup and Maintenance work area, go to the following:
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Offering: Workforce Deployment
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Functional Area: Legal Structures
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Task: Legal Entity Calculation Cards
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Search for and open the employee's Statutory Deductions calculation card.
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On the Person Details page, click Associations in the Calculation Card Overview pane.
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In the Associations section, create a new association or edit the existing one.
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On the Create Association, Edit Association, or Update Association page, select a TRU and then select an ID from the Unique ID field. This field displays a list of all unique IDs contained in the unique ID list associated with the selected TRU.
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Save the association and create association details as appropriate (if not already defined).