SAM72098 | Manage work: access to records: payment processor - recovery and technical office

From HM Revenue & Customs · Self Assessment Manual

The Payment Processor in an office with recovery or technical responsibilities is generally responsible for

Dealing with payments received
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

Compliance

View Compliance History

Maintain Responsible Office

View Return

Create Freestanding Credit

Create Sundry Charge

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 Statement

View Transfer From OAS

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

Amend Taxpayer’s Agent Details

Taxpayer New Agent Details

Trace Agent

View Taxpayer’s Agent Details