Follow the steps to complete the form successfully.

1. Click ‘Get Form’ button to access the Xxxtives Form. This will open the form in your preferred online editor.
2. Fill in the employer’s details. Use capital letters for the employer’s name, employer’s reference, and accounts office reference.
3. Provide details of the overpayment. Specify the year ending 5 April, and input the amounts for tax and NIC in the appropriate fields. If applicable, include ‘M’ to indicate a minus amount.
4. Indicate whether the overpayment was wrongly allocated or a genuine overpayment. Choose one of the boxes provided for this purpose.
5. For the disposal of the overpayment, include the OAS number if required for accounting purposes. Specify how you wish to reallocate the overpayment, including any tax year adjustments.
6. If treating the overpayment as permanent, remember that only amounts of £10.00 or less should be classified this way. Enter any repayment details, including the total amount to be repaid for tax and NIC.
7. Complete the name of the payee in capital letters and provide the address where the payable order will be sent, including the postcode.
8. If necessary, detail any special circumstances related to the repayment or overpayment, including any references associated with Accounts Office or Collection duties.
9. Finally, ensure all required signatures are provided, including the authorising officer and repayment security officer’s signatures. Add a telephone number that does not belong to the authorising officer.
10. Once all fields are completed, save your changes, and choose to download, print, or share the form as needed.

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