SolvedSAM72096 | Manage work: access to records: payment processor - processing office
From HM Revenue & Customs · Self Assessment Manual
The Payment Processor in an office with processing responsibility is generally responsible for
Dealing with
Payments received
Repayments
Work items appearing on the ‘Inhibited Automatic Repayment’, ‘Rejected Repayments’, and ‘Over-repayments’ work lists
Creating and maintaining sundry charges on the SA taxpayer record
Maintaining accounting details, including payments on account, on the SA taxpayer record
The following list shows the functions linked to this role.
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
View Compliance History
View Compliance Summary
Office
Maintain Responsible Office
Returns
Maintain Return Summary
View Return
Statements
Cancel Draft Repayment
Cancel Freestanding Credit
Confirm Manual Repayment
Create Freestanding Credit
Create Sundry Charge
Issue Repayment From Overpaid Balance
Maintain Payments On Account
Maintain Sundry Charge
Trace Cheque Payment
Trace Non-cheque Payment
Transfer From Overpaid Balance
Transfer From Taxpayer Credit
View Payment Details
View Repayment
View Statement
View Transfer From OAS
Taxpayer
Amend Taxpayer Name and Address
Amend Taxpayer Signals
Case Summary
Maintain SA Notes
Maintain Sources
Maintain Trade
View Partners for Partnership
View Taxpayer Designatory Details
TP Agent
Amend Taxpayer’s Agent Details
Taxpayer New Agent Details
Trace Agent
View Taxpayer’s Agent Details
Work
Immediate Action Work Lists
Office Work List Summary
Operator Work List Summary
Taxpayer Work Lists