SolvedSAM125001 | Returns: returns works lists: introduction
From HM Revenue & Customs · Self Assessment Manual
When certain events occur in the SA system, details are passed to Work Management to
Create a work item
Allocate that work item to the office with responsibility for that type of Revenue activity
Enter that work item on the appropriate Work List, which is available for display on screen
When accessing a Work List, you will be presented with a list of all work items
Of the same work type
For your Organisation Unit
Under your user role
In the returns business area, work items are created during and after capture of return information, from an original or amended return. Additionally, during the automatic selection process in February each year, ‘Manual Issue of Returns’ work items are created. Detailed advice on the creation of work items of all types, and the information held in Work Management, is available in the section ‘Work Management’ (SAM71000 onwards).
Returns Review Work List
The ‘Returns Review’ Work List was replaced by four new Work Lists in November 2005.
Paper lists
In addition to Work Lists, the following paper lists are produced in the returns business area
LDC RETURNS - CAPTURE FAILURES - NO RECORD FOUND. See section ‘Individual Returns’ or ‘Partnership Returns’, as appropriate
LDC RETURNS. Printed on request. See section ‘Individual Returns’ or ‘Partnership Returns’, as appropriate
LDC RETURNS - LOGGING FAILURES - NO RECORD FOUND. See section ‘Individual Returns’, ‘Partnership Returns’ or ‘Trust Returns’ (SAM123000), as appropriate
LDC RETURNS TO BE DELETED. See section ‘Individual Returns’ or ‘Partnership Returns’, as appropriate
CHANGED PERSONAL AND BUSINESS DETAILS. The corresponding details are to be updated on the taxpayer’s SA record. See section ‘Filing Returns Online’ (SAM126000)