SAP Program RPUEFO_PENNOT - HR GB: PENNOT form

Purpose
This report generates the Pension Notification (PENNOT) form forsubmission to the HM Revenue & Customs (HMRC). This is requiredwhen an employee retires on a pension that a company:

  • Pays under its own pension scheme

  • Pays on behalf of a superannuation fund or scheme

    • Prerequisites

    • You must have entered the required information in Tax Data GB
      • infotype (0065), under the Leaver Details tab.
      • You must set the Employment status of the employee as Retiree in
        • Actions infotype (0000).

        Activities
        On the SAP Easy Access screen, choose Human Resources ->Payroll -> Europe -> Great Britain ->
        Subsequent activities -> Period independent -> Payroll -related area -> PENNOT notification -> PENNOT processing
        .
        HR:GB PENNOT form selection screen appears.
        In the Selection section, enter the employee selection criteria.Payroll Area is a mandatory field.
        In the Tax Criteria section:
        Enter the financial year in which the date of employment falls inTax year ending April 5th field. You must enter the year in whichthe financial year ends, for example, if the employee is hired on Dec2006, the year you must enter here is 2007.
        Note
        System displays the Tax district number and indicator in thecorresponding fields, based on the selected payroll area in the
        Selection section.
        Select Test run to check for errors before you actually perform alive run.
        In the Submission Media section:
        Select Generate XML to generate the data in XML file format. Youcan submit this file to the HMRC electronically.
        Note
        - If you select Test Run, you can only view the XML file. Youcannot submit the file to the HMRC.
        - If you deselect Test Run, live submission is enabled. When yourun this report in live run the report updates the Tax Data GBinfotype (0065) with the leaver notification PENNOT issued andIssue date information.
        Choose Execute
        HR-GB: PENNOT form output screen appears.
        On this creen, you can perform the following tasks:

        • To display the ALV format of PENNOT form, choose P160.

        • To view the XML file format of the data generated, choose Display
          • XML.
          • To view the business errors, if any, in the generated report, select
            • Extras -> Error list.
            • To view the errors, if any, in the XML file generated, select Extras
              • -> XML Errors.
              • To send the XML file to the HMRC:

                • Choose B2A Manager.
                Select the file you want to send.
                Choose Execute.
                Note:
                On the output screen, in B2A Manager you can:
                • View the status of the report under the Status and Substatus

                  • field.
                  • Check for any errors generated while communicating with the HMRC. For
                    • this, select Error log. System generates errors due to reasonssuch as submission not in correct format, or invalid characters in thefile.