SolvedCOM272 | COTAX Roles Index: Clerical Support
From HM Revenue & Customs · COTAX Manual
Clerical Support
After selecting this user role on your entry into COTAX, you are presented with the main menu screen, from which you can:
Elect to enter a sub–menu
If you know the function code go directly to the function you require
The contents of this user role are as follows
Main Menu Screen
Taxpayer Update Sub-Menu
Agent / Appeals Sub-Menu
Returns Sub-Menu
Assessing Sub-Menu
Overpayments Sub-Menu
Display Sub-Menu
Penalties Sub-Menu
Review List Sub-Menu
Main Menu
| Function | Function Description |
|---|---|
| DIAW | Display Immediate Action Worklists |
| DWLS | Display Worklist Summary |
| TAXW | Taxpayer Worklist |
Taxpayer Update Sub - Menu
| Function | Function Description |
|---|---|
| ACAP | Add/Amend Acting in Capacity Details |
| ACNA | Amend Company Name/Address |
| ACOM | Amend Communication Details |
| ACTP | Amend CT Payer Details |
| AMAG | Add/Amend Agent |
| APER | Amend Periods of Responsibility |
| CCTP | Set up New Company |
| CNKC | Companies Not Known to COTAX |
| CRCL | Case Records Changes List |
| MAPD | Maintain AP Dates |
| MAPS | Maintain AP Signals |
| NOTE | Case Notes |
| TRCA | Transfer Case(s) |
| TRCT | Trace Taxpayer |
| VTPR | View Taxpayer |
Agents / Appeals Sub-Menu
| Function | Function Description |
|---|---|
| HAPP | Handle Appeal |
| LASO | Open Appeals and Informal S/O List |
| RSUD | Cancel Suspension |
| TRAG | Trace Agent |
| VAPP | View Appeal |
| VWAG | View Agent |
Returns Sub - Menu
| Function | Function Description |
|---|---|
| AEFL | Amended E-Filed List |
| CRTN | Capture Rest of Return |
| CSVY | Survey Data |
| DRTN | Display Return Details |
| EFRL | E-Filed Returns List |
| LRLC | Returns Requiring Capture List |
| LRTN | Log Return |
| RDAC | Record Filing Date Adjustment |
| RSRR | Reissue Specified Period Notice |
| URTN | Unlog Return |
Assessing Sub - Menu
| Function | Function Description |
|---|---|
| DASS | Display Assessment Details |
| DRNR | Determination Reqd No Return List |
| LPBV | Pot. Budget Change Cases List – View Only |
| PNAR | Pyts. For APs Cleared NAR/NDR List |
| RRAS | Request Reissue of Assessment |
| RSAW | Record SA List |
| SADL | Self Assessment Discrepancy List |
Overpayments Sub - Menu
| Function | Function Description |
|---|---|
| DIRR | Direct Repayment |
| LCRV | List Cancelled Repayments – View Only |
| LOPD | Overpayments List |
| MIPO | Record Manual Issue Payable Order |
| MRPV | Manual Repayments List – View Only |
| ORUR | O/Ps Req. Urgent Review List |
| REAV | Reallocs. For Authn. List – View Only |
| REOD | Direct Reallocation out of COTAX |
| REWD | Direct Reallocation within COTAX |
| SREP | Stop Repayments |
| MRSC | Maintain Rept / Realloc Signals (CO) |
Display Sub - Menu
| Function | Function Description |
|---|---|
| CINT | Compute Interest |
| DAPD | Display AP Details |
| DINT | Display Interest Computation |
| DPEN | Display Penalty Determination |
| DPER | Display Specified Periods |
| DPUR | Display Pursuit Action |
| DSUS | Display Suspension History |
| RINT | Repayment Interest Calculation |
| TPYT | Trace Payment |
| VPPD | View Payment and Posting Details |
Penalties Sub - Menu
| Function | Function Description |
|---|---|
| MPEN | Maintain Penalty Signals |
| PENR | Penalties for Review List |
| PPEN | Prepare Penalty Determination |
| RPEN | Request Reissue of Penalty Detmn. |
Review List Sub - Menu
| Function | Function Description |
|---|---|
| AAPR | Amend Accounting Period List |
| CPYE | Cessations with a Payment List – View Only |
| DRCL | Dormancy Review Case List |
| LNTC | List of New and Transferred Cases |
| LOSB | Ceased Cases with O/S Balance List |
| QPRV | Quarterly Payer Review List – View Only |
| RRLS | Registered Office RLS List |