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Contents

Official guidance
Self Assessment Manual

SAM71000 · Manage work: work management

  • SAM71001 · Introduction
  • SAM71010 · Access to work lists
  • SAM71020 · Allocation of responsibility for work items
  • SAM71030 · How work items are created
  • SAM71040 · Lists in the network
  • SAM71050 · Management information
  • SAM71060 · Managing work lists
  • SAM71070 · Postcodes
  • SAM71080 · W008 outstanding debt and/or return
  • SAM71082 · W010 BF penalty for issue
  • SAM71084 · W011 review remission for cancellation
  • SAM71086 · W012 remissions and remission cancellation quality assurance
  • SAM71088 · W013 potential transfer cases
  • SAM71090 · W014 bankruptcy or voluntary arrangement cases
  • SAM71092 · W015 open appeals
  • SAM71094 · W016 manual issue of return
  • SAM71098 · W018 review revenue assessments
  • SAM71100 · W019 review informal standovers
  • SAM71102 · W024 duplicate return logged - original already logged or captured
  • SAM71104 · W025 fully captured/unlogged returns
  • SAM71106 · W028 repayments to be authorised or cancelled
  • SAM71108 · W029 rejected repayments
  • SAM71110 · W030 inhibited automatic repayments
  • SAM71114 · W032 RLS cases
  • SAM71116 · W033 transfer to COP security review
  • SAM71118 · W034 sundry charge quality check
  • SAM71120 · W035 manual issue of review form 575
  • SAM71122 · Manage work: work management: W036 informal discharge review
  • SAM71124 · W037 reduction of amount coded out
  • SAM71126 · W038 freestanding credit review
  • SAM71128 · W039 potential non-filers
  • SAM71130 · W040 inhibited statements
  • SAM71132 · W041 manual statement issue
  • SAM71134 · W042 returns not captured
  • SAM71136 · W043 repayments for quality checks (WO43 has been decommissioned from April 2015)
  • SAM71138 · W044 over-repayments
  • SAM71140 · W045 pensioner and low income review list
  • SAM71142 · W046 pensioner and low income quality review list
  • SAM71144 · W047 overpayments in closed cases
  • SAM71146 · W048 permanent notes review work list
  • SAM71148 · W049 short tax return rejection work list
  • SAM71150 · W050 CID framework rejection list
  • SAM71152 · W051 Daily returns review - ceased date set (Decommissioned April 2012)
  • SAM71154 · W052 daily returns review - SA/PAYE auto-coding exceptions
  • SAM71156 · W053 daily returns review - electronic return cases
  • SAM71158 · W054 weekly returns review list (decommissioned December 2023)
  • SAM71159 · W055 failed online amendments and HMRC Corrections
  • SAM71160 · W056 partnership online amendments
  • SAM71161 · W057 review FSC from return amendment
  • SAM71163 · W059 online return rejections
  • SAM71165 · W061 Class 2 NICS Marriage and Devolved Residency updates
  • SAM71112 · W031 post repayment check cases
  1. Manage work: work management: contents
  2. Manage work: work management: how work items are created

SAM71030 | Manage work: work management: how work items are created

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.

The trigger event(s) differ for each work item.

Some of the details apply only to specific work items. For example

  • The amount of a debt

  • The number of returns outstandingThe following details are common to all work items

  • UTR

  • Taxpayer name

  • Date the work item was createdOther details, although potentially common to all work items, will not apply to every item. For example

  • Employers reference (EMPREF)

  • NINO

  • Schedule D register numberThe Index of Work Lists in the left bar provides more information.

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