SolvedCOM45030 | Case records: records work lists: case records changes list (CRCL)
From HM Revenue & Customs · COTAX Manual
This subject is presented as follows.
Purpose of the list
How often should the list be reviewed?
Who does what?
When are new entries added?
Reasons for entry
Sorting and filtering options
The normal next action function
Automatic deletion
Manual deletion
Purpose of the list
There are two versions of the Case Records Changes List:
function CRCL is the update version
function CRCV is the view only version
The purpose of this work list is to show you a list of:
companies that have received an amendment to their designatory data from Companies House and require some manual intervention
unincorporated associations that have received an automatic change to their name and/or address.
How often should the list be reviewed?
Local management should ensure that the work list is reviewed on a regular basis.
Who does what?
A Clerical Caseworker normally reviews and controls the list.
When are new entries added?
COTAX adds new entries to this work list daily.
Reasons for entry
COTAX enters a case on the Case Records Changes List when an amendment to a company’s designatory details has been received from Companies House for one of the following criteria and requires some manual intervention.
amendment received and duplicate CRN
update received for ceased case
possible insolvency case
insolvency end date received
name too long
name has invalid characters
address too long
address has invalid characters
new address - Welsh language signal set
invalid postcode
struck off date received
case restored at Companies House
A case may also be entered because there is an automatic change to a company with status of ‘L’ or ‘R’ and:
the company name has changed
the postcode of the office address has changed and suggests a change of the default responsible office
Sorting and filtering options
Before you start to work cases, you may want to sort and filter the work list to make it more manageable. You can do that by using any of the criteria below:
Reference
Name
Entry date
B/F date
B/F note
Change of name
Name too long
Name has invalid characters
Change of address
Address too long
Address has invalid characters
New address - Welsh language signal
Invalid postcode
New owning office ID
Update for ceased cases
EIP signal
Possible insolvency
Insolvency end date
Restored to Companies House register
The normal next action function
The normal next action function for the Case Records Change List is VTPR (View Company Details).
Automatic deletion
Cases are automatically deleted from the work list when one of the following apply:
the company name or address has been manually changed
a ceased date has been added to the company record
the case is transferred to a new office
a subsequent structured action request (SAR) change to the address means the case should remain in the existing office
Manual deletion
You can delete the case manually from the list.
See: