SAM125221 | Returns: returns work lists: w056 partnership online amendments (Action Guide)

From HM Revenue & Customs · Self Assessment Manual

Where there is an entry on the ‘Partnership online amendments’ work list, follow steps 1 - 6 below.

This guide is presented as follows

Technical office

1. In function WORK LIST CASES

Select the entry that you want to work
Select the [View] button. You will be taken to function SELECTED CASE, to see all available details on the work item
Using function VIEW AMENDED RETURN review the processed amendment to the partnership return to decide whether a correction to or an enquiry into the partnership return is warranted

2. If a correction or enquiry is warranted, take the necessary action, or

3. If there is a revised partnership profit

4. Use function WORK LIST CASES or function SELECTED CASE to delete the work item

5. In function WORK LIST CASES

Select the entry that you want to work
Select the [View] button. You will be taken to function SELECTED CASE, to see all available details on the work item
View the processed amendment to the partnership return to establish the revised individual partnership share and make the appropriate amendment to each partner’s individual return (even if the partner’s record is held in another processing office). Where the partner is a company or an Expat, Complex Personal Tax Team or PD1 case, send the details to the appropriate responsible office to allow them to deal with any amendment

6. Use function WORK LIST CASES or function SELECTED CASE to delete the work item