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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: lists in the network

SAM71040 | Manage work: work management: lists in the network

From HM Revenue & Customs · Self Assessment Manual

Lists produced by Work Management are available online in the SA system. Other lists, primarily from Local Data Capture (LDC) are on paper.

Work Management

The available work lists are shown below.

If you want to see the specific event(s) and details for a list select the hyperlink or see the Index of Work Lists in the left bar.

Work list nameMore information
W008 Outstanding debt and/or returnSAM71080
W010 BF Penalty for IssueSAM71082
W011 Review remission for cancellationSAM71084
W012 Remissions and remission cancellation quality assuranceSAM71086
W013 Potential transfer casesSAM71088
W014 Bankruptcy or voluntary arrangement casesSAM71090
W015 Open appealsSAM71092
W016 Manual issue of returnsSAM71094
W018 Review Revenue assessmentsSAM71098
W019 Review informal standoversSAM71100
W024 Duplicate return logged - original already logged or capturedSAM71102
W025 Fully captured/unlogged returnsSAM71104
W028 Repayments to be authorised or cancelledSAM71106
W029 Rejected repaymentsSAM71108
W030 Inhibited automatic repaymentsSAM71110
W032 RLS casesSAM71114
W033 Transfer to COP security reviewSAM71116
W034 Sundry charge quality checkSAM71118
W035 Manual issue of review form 575SAM71120
W036 Informal discharge reviewSAM71122
W037 Reduction of amount coded outSAM71124
W038 Freestanding credit reviewSAM71126
W039 Potential non-filers - currently not availableSAM71128
W040 Inhibited statementsSAM71130
W041 Manual statement issueSAM71132
W042 Returns not capturedSAM71134
W043 Repayments for Quality ChecksSAM71136
W044 Over-RepaymentsSAM71138
W047 Overpayments in Closed CasesSAM71144
W048 Permanent Notes Review Work listSAM71146
W049 Short Tax Return Rejection Work listSAM71148
W050 CID Framework Rejection ListSAM71150
W051 Daily Returns Review - Ceased Date Set (Decommissioned April 2012)SAM71152
W052 Daily Returns Review - SA/PAYE Auto-coding exceptionsSAM71154
W053 Daily Returns Review - Electronic Return CasesSAM71156
W054 Weekly Returns Review ListSAM71158
W055 Failed online amendments and HMRC CorrectionsSAM71159
W056 Partnership online amendmentsSAM71160
W057 Review FSC from return amendmentSAM71161
W059 Online Return RejectionsSAM71163
W061 Class 2 NICS and Marriage updatesSAM71165

Other work lists in the Compliance area are held on the CQI Workbench.

Detailed advice on the creation of work items, and the information held on work lists on the CQI Workbench, is available in the section ‘Compliance Work lists’, (SAM33000 onwards).

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Paper lists

The following lists are available to help manage returns work

  • Deleted Returns

  • LDC Returns - Capture Failures - (no record found)

  • LDC Returns - Logging Failures - (no record found)

  • LDC Returns to be deleted

  • LDC Returns

Note: Further information on the paper lists above can be found in

* Subject ‘Paper Reports: Individuals’ in section ‘Individual Returns’ (SAM121500)
* Subject ‘Paper Reports: Partnerships’ in section ‘Partnership Returns’ (SAM122200)
* Or subject ‘Paper Reports: Trusts’ in section ‘Trust Returns’ (SAM123250).
  • Note: Further information on the last two paper lists above can be found in Business area ‘Returns’ in section ‘ Filing Returns Online’ (SAM126000 onwards).

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