SAM71040 - Manage work: work management: lists in the network
Lists produced by Work Management are available online in the SA system. Other lists, primarily from Local Data Capture (LDC) are on paper.
Work Management
The available work lists are shown below.
If you want to see the specific event(s) and details for a list select the hyperlink or see the Index of Work Lists in the left bar.
| Work list name | More information |
| W008 Outstanding debt and/or return | SAM71080 |
| W010 BF Penalty for Issue | SAM71082 |
| W011 Review remission for cancellation | SAM71084 |
| W012 Remissions and remission cancellation quality assurance | SAM71086 |
| W013 Potential transfer cases | SAM71088 |
| W014 Bankruptcy or voluntary arrangement cases | SAM71090 |
| W015 Open appeals | SAM71092 |
| W016 Manual issue of returns | SAM71094 |
| W018 Review Revenue assessments | SAM71098 |
| W019 Review informal standovers | SAM71100 |
| W024 Duplicate return logged - original already logged or captured | SAM71102 |
| W025 Fully captured/unlogged returns | SAM71104 |
| W028 Repayments to be authorised or cancelled | SAM71106 |
| W029 Rejected repayments | SAM71108 |
| W030 Inhibited automatic repayments | SAM71110 |
| W032 RLS cases | SAM71114 |
| W033 Transfer to COP security review | SAM71116 |
| W034 Sundry charge quality check | SAM71118 |
| W035 Manual issue of review form 575 | SAM71120 |
| W036 Informal discharge review | SAM71122 |
| W037 Reduction of amount coded out | SAM71124 |
| W038 Freestanding credit review | SAM71126 |
| W039 Potential non-filers - currently not available | SAM71128 |
| W040 Inhibited statements | SAM71130 |
| W041 Manual statement issue | SAM71132 |
| W042 Returns not captured | SAM71134 |
| W043 Repayments for Quality Checks | SAM71136 |
| W044 Over-Repayments | SAM71138 |
| W047 Overpayments in Closed Cases | SAM71144 |
| W048 Permanent Notes Review Work list | SAM71146 |
| W049 Short Tax Return Rejection Work list | SAM71148 |
| W050 CID Framework Rejection List | SAM71150 |
| W051 Daily Returns Review - Ceased Date Set (Decommissioned April 2012) | SAM71152 |
| W052 Daily Returns Review - SA/PAYE Auto-coding exceptions | SAM71154 |
| W053 Daily Returns Review - Electronic Return Cases | SAM71156 |
| W054 Weekly Returns Review List | SAM71158 |
| W055 Failed online amendments and HMRC Corrections | SAM71159 |
| W056 Partnership online amendments | SAM71160 |
| W057 Review FSC from return amendment | SAM71161 |
| W059 Online Return Rejections | SAM71163 |
| W061 Class 2 NICS and Marriage updates | SAM71165 |
Other work lists in the Compliance area are held on the CQI Workbench.
Detailed advice on the creation of work items, and the information held on work lists on the CQI Workbench, is available in the section ‘Compliance Work lists’, (SAM33000 onwards).
Paper lists
The following lists are available to help manage returns work
- Deleted Returns
- LDC Returns - Capture Failures - (no record found)
- LDC Returns - Logging Failures - (no record found)
- LDC Returns to be deleted
- LDC Returns
Note: Further information on the paper lists above can be found in
* Subject ‘Paper Reports: Individuals’ in section ‘Individual Returns’ (SAM121500)
* Subject ‘Paper Reports: Partnerships’ in section ‘Partnership Returns’ (SAM122200)
* Or subject ‘Paper Reports: Trusts’ in section ‘Trust Returns’ (SAM123250).
- Note: Further information on the last two paper lists above can be found in Business area ‘Returns’ in section ‘ Filing Returns Online’ (SAM126000 onwards).