SolvedSAM72080 | Manage work: access to records: clerical processing manager
From HM Revenue & Customs · Self Assessment Manual
The Clerical Processing Manager in the office with processing responsibility is generally responsible for
Managing capture of details from SA returns
Unlogging fully captured returns
Dealing with work items appearing on the following work lists
‘Unlogged / Fully Captured Returns’
‘Sundry Charge Quality Check’
‘Freestanding Credit Review’
‘Inhibit Statements’
‘Transfer To COP Security Review’
‘Repayments for Quality Checks’
‘Pensioner and Low Income Quality Review List’
Managing reviews of Work Lists
The following list shows the functions linked to the role of Clerical Processing Manager in an office with processing responsibility.
For details of how to access any of these functions, select ‘Index Of Functions’ on the left of the screen.
On accessing the function, system help is available to you at function, screen, field, and error message levels.
For ease of reference, the functions are grouped under the following sub-headings
Appeals
Maintain Appeal
Compliance
Maintain Compliance Signals
View Compliance History
View Compliance Summary
Office
Maintain Responsible Office
Returns
Amend Return
Create Return Charge
Maintain Return Profile
Maintain Return Summary
Unlog Return
View Return
Statements
Cancel Freestanding Credit
View Payment Details
View Repayment
View Statement
View Transfer From OAS
Taxpayer
Add/Amend Communication Name and Address
Amend Taxpayer Name and Address
Amend Taxpayer Signals
Amend Trust
Case Summary
Maintain Capacity
Maintain Capacity Summary
Maintain Partner
Maintain SA Notes
Maintain Sources
Maintain Trade
Set Up Capacity Details
View Communication Name and Address
View Taxpayer Designatory Details
TP Agent
Amend Taxpayer’s Agent Details
Taxpayer New Agent Details
Trace Agent
View Agent Details
View Taxpayer’s Agent Details
Work
Immediate Action Work Lists
Office Work List Summary
Operator Work List Summary
Taxpayer Work List