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Contents

Official guidance
Self Assessment Manual

SAM140000 · Transfer of liability: transfer from PAYE to SA

  • SAM140001 · Introduction
  • SAM140010 · Non-SA stranded underpayments
  • SAM140020 · One year only PAYE cases
  • SAM140021 · One or more tax year PAYE cases (Action Guide)
  • SAM140030 · SA stranded underpayments
  • SAM140031 · Payment made on SA for balancing payments already coded in NPS
  • SAM140040 · Voluntary direct payments
  • SAM140050 · W034 sundry charge quality check work list
  • SAM140051 · W034 sundry charge quality check work list (Action Guide)
  • SAM140032 · Payment made on SA for balancing payments already coded in NPS (Action Guide)
  1. Transfer of liability: transfer from PAYE to SA: contents
  2. Transfer of liability: transfer from PAYE to SA: w034 sundry charge quality check work list (Action Guide)

SAM140051 | Transfer of liability: transfer from PAYE to SA: w034 sundry charge quality check work list (Action Guide)

From HM Revenue & Customs · Self Assessment Manual

When reviewing the ‘Sundry Charge Quality Check’ Work List, follow steps 1 - 3 below.

For details of how to access any of the SA functions, select ‘Index Of Functions’ on the left of the screen.

Action by Clerical Processing Manager / Work List Manager

1.Use function WORK LIST CASES to
* Select the entry that you want to work
* Select the [View] button to see all the available details on the work item. You will then be taken to SELECTED CASE
2.Check to ensure that
* There has been no misuse of function CREATE SUNDRY CHARGE or function MAINTAIN SUNDRY CHARGE
* The PAYE record has been updated correctly
* The quality of the work performed is satisfactory
3.After you have completed your review to delete the work item
* Use function WORK LIST CASES
* Select the [Del] button. The work item will be deleted

Details of the Work Management System can be found in the section ‘Work Management’ in the business area ‘Manage Work’ (SAM71000 onwards).

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