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Contents

Official guidance
Self Assessment Manual

SAM72000 · Manage work: access to records

  • SAM72001 · Introduction
  • SAM72010 · Case view hierarchy
  • SAM72020 · Individual access
  • SAM72030 · Responsible offices and agents
  • SAM72040 · Responsible offices and taxpayers
  • SAM72050 · Transfer of responsibility for taxpayers
  • SAM72060 · User roles
  • SAM72062 · Agent maintainer
  • SAM72064 · Appeals handler - processing and technical office
  • SAM72066 · Appeals handler - recovery office
  • SAM72068 · BACS rejection processor - FAO
  • SAM72070 · Call centre adviser
  • SAM72072 · Charge remitter - recovery office
  • SAM72074 · Clerical accounts office caseworker
  • SAM72076 · Clerical caseworker - recovery office
  • SAM72078 · Clerical caseworker - technical office
  • SAM72080 · Clerical processing manager
  • SAM72082 · Clerical processing officer
  • SAM72084 · Clerical reallocation officer - processing, recovery and technical offices
  • SAM72086 · Compliance manager
  • SAM72088 · Compliance signals maintainer - CRI
  • SAM72090 · Enquiry officer - processing office
  • SAM72092 · Enquiry officer - technical office
  • SAM72094 · Office manager
  • SAM72096 · Payment processor - processing office
  • SAM72098 · Payment processor - recovery and technical office
  • SAM72100 · Repayment authoriser
  • SAM72102 · Review interest officer - processing and recovery office
  • SAM72104 · Review interest officer - technical office
  • SAM72106 · RTC agent - receivables telephone centre
  • SAM72108 · SA quality case selection officer
  • SAM72110 · SA view only
  • SAM72112 · Time to pay officer - processing and recovery office
  • SAM72114 · Worklist manager - recovery office
  • SAM72116 · Worklist manager - technical office
  • SAM72118 · Worklist viewer
  1. Manage work: access to records: contents
  2. Manage work: access to records: review interest officer - processing and recovery office

SAM72102 | Manage work: access to records: review interest officer - processing and recovery office

From HM Revenue & Customs · Self Assessment Manual

The Review Interest Office is responsible for

  • Maintaining the relevant dates for interest purposes in respect of liabilities on the SA record

  • Dealing with interest objections

The following list shows the functions linked to the role of Review Interest Officer available, with access to the same functions, in an office with processing, technical or recovery responsibilities.

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
Office
Statements
Taxpayer

Compliance

View Compliance History

Office

Maintain Responsible Office

Retrieve UTR from D Reference

Statements

Amend Effective Date of Payment

Amend Relevant Dates

Apply Surcharge

Maintain Surcharge

View Payment Details

View Statement

Taxpayer

Case Summary

Maintain SA Notes

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