COM23101 | Assessing: CTSA assessments: manual assessments (Action Guide)

To issue a manual assessment where COTAX is not available, consider steps 1 - 2 below.

1. Prepare a manual assessment using a SEES assessment set. You can find the SEES 310(Z) assessment set at Excel > SEES > Forms and Letters > under the ‘SAFE’ category.

2. At the first available opportunity, use function RAMA (Record/Amend Assessment) to enter the relevant details onto COTAX. Enter the details of the assessment or determination you have issued manually and select ‘record manual issue’ from the drop down menu for the ‘Do you want to?’ field on screen COT121G to prevent COTAX issuing any assessing output. For more information see COM23014.

In the 'date of issue' field, enter the date you issued the manual assessment.