SolvedSAM72110 | Manage work: access to records: SA view only
From HM Revenue & Customs · Self Assessment Manual
The SA View Only role allows the operator to
Trace any SA taxpayer record or agent record
View any details on the SA taxpayer or agent records, without being able to update any of those details
The main clerical processing roles include view functions, which can be used in exactly the same way as with the View Only role. SA records accessed through the View Only role are included on the Officer in Charge operator activity reports. SA records, for which the operator has responsibility, accessed through working roles, for example the Clerical Processing Officer role, are not included on the reports.
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
Maintain Compliance Signals
View Compliance History
View Compliance Summary
View Return for Enquiry
Office
Maintain Responsible Office
Retrieve UTR From D Reference
Returns
Maintain Return Profile
Maintain Return Summary
View Return
Statements
Maintain Informal Discharge
Maintain Payments On Account
Maintain Remissions
Maintain Revenue Assessment
Maintain Standover
Maintain Sundry Charge
Maintain Surcharge
View Payment Details
View Repayment
View Statement
View Taxpayer Credits
View Transfer From OAS
Taxpayer
Case Summary
Maintain Capacity
Maintain Capacity Summary
Maintain Partner
Maintain SA Notes
Maintain Sources
Maintain Time To Pay
Maintain Trade
View Communication Name and Address
View Partners For Partnership
View Taxpayer Designatory Details
TP Agent
Trace Agent
View Agent Details
View Taxpayer’s Agent Details
Work
Immediate Action Work Lists
Office Work List Summary
Operator Work List Summary