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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: W051 Daily returns review - ceased date set (Decommissioned April 2012)

SAM71152 | Manage work: work management: W051 Daily returns review - ceased date set (Decommissioned April 2012)

From HM Revenue & Customs · Self Assessment Manual

Event

A work item is created when the captured return shows a sole trader, partner or partnership cessation date.

Specific details

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

  • Return year

  • Ceased date set

Allocation of responsibility

Two work items will be created, one item is allocated to the Clerical Caseworker user role in the office with technical responsibility and one item is allocated to the Clerical Processing Officer user role in the office with processing responsibility.

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

  • Employer reference (EMPREF) or Schedule D register number

Action to take on the work item

Advice on the action to take to clear the work item is available in the section ‘Returns Work Lists’, (SAM125011).

Deletion of the work item

The work item should be deleted manually once it has been reviewed.

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