SolvedSAM131151 | Statements: statement issue: view and print SEES SA statement (Action Guide)
From HM Revenue & Customs · Self Assessment Manual
When viewing and printing a SEES SA Statement, follow steps 1 - 12 below. The Guide is presented as follows
Actions to issue a copy statement to the taxpayer - Steps 1 - 6
Actions to issue a copy statement to an agent - Steps 7 - 12
Actions to issue a copy statement to the taxpayer
1. Go to the SA menu screen
Enter the UTR of required case
Select function CASE SUMMARY
Select function DESIGNATORY
2. Then open the SEES SA Statement as follows
Open Excel
Select SEES from top tool bar
Select Letters and Forms from drop down menu
Select SA Statement from list of forms on left hand side
Note: There are three versions of this letter available for use. One for Compliance Centre use only and the other versions are for PT Ops use for with, or without, a covering letter
3. In SEES SA Statement
Select the [Customer] button
Select ‘SA’ from the top tool bar
A screen message will be displayed asking ‘Do you want to import Taxpayer or Agent details?’
Select the [Customer] button
Select the [OK] button
The taxpayer’s details will now be automatically imported from the SA record into the SEES SA Statement input screen
4. At this stage you have the opportunity to add one or two short free text messages that will be presented on the finished document
‘Notes to taxpayer 1’ - will appear above the statement table on the finished document
‘Notes to taxpayer 2’ - will appear below the statement table on the finished document
5. Return to the SA record and the CASE SUMMARY screen
If the statement you are viewing has more than one page (the [FWD] button will be highlighted) you must view the last page
Select the function STATEMENTS
On the VIEW STATEMENT screen, select the number of the statement you want to copy. (If the statement has more than 1 page you will need to select [FWD] until you reach the last page)
Select the [OK] button
6. Return to the SEES SA Statement screen
Select ‘Preview’ from top tool bar
Within a few seconds the statement table and any messages will be imported into the SEES SA Statement and you can view the copy statement prior to printing. You should check that the details on the copy statement are correct before you print and issue
Actions to issue a copy statement to an agent
7. Go to the SA menu screen
Enter the UTR of required case
Select function CASE SUMMARY
Select function DESIGNATORY
Select ‘Agent’ from the Individuals Designatory Details screen
8. Then open the SEES SA Statement as follows
Open Excel
Select SEES from the top tool bar
Select Forms and Letters from the drop down menu
Select SA Statement from list of forms on left hand side
9. In SEES SA Statement
Select the [Agent] button
Select ‘SA’ from the top tool bar
A screen message will be displayed asking ‘Do you want to import Taxpayer or Agent details?’
Select the [Agent] button
Select the [OK] button
The agent’s details will now be automatically imported from the SA record into the SEES SA Statement input screen
10. At this stage you have the opportunity to add one or two short free text messages that will be presented on the finished document
‘Notes to taxpayer 1’ - will appear above the statement table on the finished document
‘Notes to taxpayer 2’ - will appear below the statement table on the finished document
11. Return to the SA record and the CASE SUMMARY screen
If the statement you are viewing has more than one page (the [FWD] button will be highlighted) you must view the last page
Select the function STATEMENTS
On the VIEW STATEMENT screen, select the number of the statement you want to copy. (If the statement has more than 1 page you will need to select [FWD] until you reach the last page
Select the [OK] button
12. Return to the SEES SA Statement screen
Select ‘Review’ from the top tool bar
Within a few seconds the statement table and any messages will be imported into the SEES SA Statement and you can view the copy statement prior to printing. You should check that the details on the copy statement are correct before you print and issue