SolvedSAM71161 | Manage work: work management: W057 review FSC from return amendment
From HM Revenue & Customs · Self Assessment Manual
Event
A work item is created when a customer submits an online amendment to an individual return for 2008/2009 onwards, which includes a claim to carry back losses under TMA1970 Schedule 1B and the box14/15 entry on the amendment differs from the box 14/15 entry claim on the previous version of the return.
The amendment will be processed but a work item will be created on the W057 work list for the creation of a Freestanding Credit to be considered. A work item will also be created on the W030 ‘Inhibited Automatic Repayments’ work list where a repayment has been requested on the return amendment.
Specific details
Other than details common or potentially common to all types of work item, the following specific details will be available
Return year
Electronic Amendment Timestamp
Allocation of responsibility
The work items will be reviewed by the office responsible for processing.
Frequency of review
This work list should be 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
Employer reference (EMPREF)
Action to take on the work item
Advice on the action to take to clear the work items is available in section ‘Returns Work Lists’, as follows
Deletion of the work item
The work items must be deleted manually.