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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: time to pay officer - processing and recovery office

SAM72112 | Manage work: access to records: time to pay officer - processing and recovery office

From HM Revenue & Customs · Self Assessment Manual

The Time to Pay Officer in an office with processing responsibility or in a Recovery Office is responsible for dealing with Time to Pay applications and entering details of agreed arrangements on the SA 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, functions are grouped under the following sub headings

Compliance
Office
Returns
Statements
Taxpayer

Compliance

View Compliance History

Office

Maintain Responsible Office

Retrieve UTR From D Reference

Returns

Maintain Return Summary

Maintain Return Profile

Statements

View Statement

Taxpayer

Amend Taxpayer Signals

Case Summary

Maintain Time To Pay

Maintain SA Notes

Taxpayer Work List

View Taxpayer Designatory Details

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