Project Brief

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Apply annual HM Revenue and Customs (HMRC) legislative patches along with any security patches released by Oracle. This project will also cover any additional patches required to meet the universities legislative compliance

This is an annual compliance projects that must be progressed each year to ensure the University meets its statutory HMRC requirements. The Project includes;

• Data refresh (clone) of the database and application
• Outstanding pre-requisite patches needed for the Tax Year End patches
• Outstanding mandatory security patches
• All Mandatory Tax Year End patches and any agreed optional patches
• Any updates for the University to meet its P60 obligations.

It may be prudent to point out that potential changes relating to the Scottish Rate of Income Tax and other devolved powers may result in payroll changes which have not traditionally formed part of the annual maintenance programme, but would be expected to be covered in this initiative.

Additional compliance work may be required to be included in these annual projects. A decision will be made in the previous year’s planning as to whether the expected changes require a separate project or if the annual maintenance project can subsume this effort. The following HMRC compliance changes are expected for 16/17;

• Salary sacrifice (16/17) – minor change anticipated, to be included in Annual Maintenance project.
• Apprenticeship Levy (16/17) - minor change anticipated, to be included in Annual Maintenance project

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