Self employed 1
RTE Is showing the clients relevant year earnings but Juno isn't- and I can see Relevant year is less than next previous....what should I use to set up client?
Use LET tool
or
- Estimate based on the relevant year- smaller amount
What work pattern should I use with CPX?
-Clients
-Monday to Sunday if no other held employment (works of a 7 day work pattern similar to EOS- as not abated)
How can we set up a client who is recently self employed with no filings?
-We can set up a client who is recently self employed on previous PAYE earnings of the previous 52 weeks prior to DOFI/DOSI
-Full time min if working full time and liable to paying full time levy fees
If not working full time or with no PAYE- We will need them to file- not an earner as no loss of earnings and nothing to base calculation on
Client has CPX but their self employed earnings which have been filed are higher- what should we use?
-CPX agreed amount. Client is paying levies to this amount.
Name two things you should ask a client in an interim assessment?
-Privacy
-Have they filed relevant year?
-When will they?
-Have they got an accountant?
-Will the relevant year be higher or lower than next previous?
-Advance
-Overpayment risk
If a client pays a full time levy fee, but works 20 hours per week- are they eligible for FTM uplift?
- Yes
- Checking on earner status with filings
-Filings being over 30% after DOFI/DOSI- influence over earnings
-Earnings which are negative with part time levy fees
If a client works full time only in the busy season and is paying part time levy fee's- what should we be entering onto the claim and when?
- Uplift for period client is working +30 hours per week
-FTC on end of busy period
Client has filed -$ dollars for relevant year and paying part time fees? What next?
-Client isnt eligible for FTM uplift
-Recorded $0 earnings
-Acc is for loss of earnings
-Check with TAS
If a client changed from part time to full time in the current financial year and are paying part time levy fees, what should you do?
Email the BSC and advise them what date the client has become full time- apply full time uplift if client agrees to paying any extra fees