SAM71126 | Manage work: work management: W038 freestanding credit review

Event

Up to October 2014, work items were created immediately when function

• CREATE FREESTANDING CREDIT is used to enter a credit on the SA record

Or

• CANCEL FREESTANDING CREDIT is used to cancel a credit previously entered on the SA record

From October 2014, worklist items will only be created for a proportion of these items but work items will still be created in all cases where

• A return containing a Schedule 1B claim is captured using function CAPTURE RETURN or electronically by Internet. Note: Automatic Freestanding Credits are not created following use of function AMEND RETURN or AMEND RETURN FOR ENQUIRY

Or

• The return from which the Freestanding Credit was created is unlogged, provided the Freestanding Credit has not already been cancelled

Specific details

Other than details common or potentially common to all types of work item, the following specific details will be available

• Work Reason

  • Manual Creation (1)

  • Manual Cancellation (2)

  • Automatic Creation (3)

  • Automatic Cancellation (4)

• Amount

• Effective Date of Payment

• Operator ID

Allocation of responsibility

The work item is allocated to the office with processing responsibility, and is to be worked by an officer with the user role of Clerical Processing Manager.

Frequency of review

This list should be reviewed as directed

Updating of details

Until the work item is cleared, the following details held on the work item are updated by Work Management immediately the corresponding entry is updated on the taxpayer record

• Taxpayer name

• NINO

• Employers reference (EMPREF) or Schedule D register number

Action to take on the work item

Advice on the action required to review this item is in the section ‘Issue Repayment,’ (SAM110084).

Deletion of the work item

The work item is not deleted automatically. It should be deleted manually using function WORK LIST CASES or function SELECTED CASE, when your review has been completed.