COM41020 | Case records: responsible offices: transfer of cases in CT responsible office

You can use function TRCA (Transfer Case(s)) to transfer COTAX records from your office to another.

Transfer prompt from Function ACNA

When using function ACNA (Amend Company Name/Address), you may see a prompt to transfer the case if COTAX does not consider the postcode of the new address to be associated to your office.

You do not routinely transfer a case because of an address change.

Transfer required due to reorganisation of work

There may be occasions when you need to transfer one or more cases to another office due to reorganisation of work.

You can use function TRCA to transfer up to 25 cases at a time. If you need to transfer 100 or more records, CDIO can arrange to do it centrally. See COM41025 for more information.

If you need to ask for a case or cases to be transferred from a CT Operations MUID, you should request access to the required MUID in SRS and transfer the case yourself or contact a colleague who already has access to the MUID and request the case is transferred on your behalf.

(This content has been withheld because of exemptions in the Freedom of Information Act 2000)

When you transfer the company’s COTAX record, entries on any work list for which your office is responsible are also automatically transferred to the new office and the case is entered on LNTC (List of New and Transferred Cases) in the new office.

See:

• COM41021 for a list of forms relevant to this subject

• COM41022 for a list of functions to use in particular situations