Construction Industry Scheme - CIS4700

Taxpayer records: roles and access: introduction

ROLES AND ACCESS: INTRODUCTION

This paragraph serves as an introductory overview of roles and access; for deeper coverage use the above links to information or action guides.

Your access to the CIS computer system is controlled by the Revenue's `Roles and Access' system. This system uses its knowledge of the organisational unit you belong to and the user roles assigned to you to decide what kind of things you can do with the CIS system.

For example, if you are an SA caseworker in Hull TSO, you will be able to do more with a taxpayer's CIS record owned by Hull TSO than an SA caseworker in Grimsby or an Employer's Section caseworker in Hull TSO.

Each time you open the CIS system, the computer will check the roles that have been allocated to you by your local office management and the roles allocated centrally to your organisational unit. When you then call for a taxpayer's record, the system will check that the record is owned by your organisational unit. The result of these checks will allow the computer to decide how much you can do to the record.

RECORD OWNERSHIP

Different areas of a taxpayer's affairs are owned by different organisational units within the Revenue but only one organisational unit can own a particular area of the taxpayer's affairs. The office owning this area of a record is known as the Processing Office or responsible office, it has responsibility for maintenance of the record.

For example, a CIS taxpayer's affairs as a contractor are owned by an Employers Section of a particular Processing Office and his/her affairs as an SA or COTAX taxpayer are owned by the SA or COTAX section of a particular Processing Office.

VIEW ACCESS

Everyone with any access at all to the CIS system will have view access to all taxpayer records on the system. You should always respect the taxpayer's right to confidentiality and only view a record where there is a business need to do so.

PROBLEMS WITH YOUR ACCESS TO THE SYSTEM

This part of the manual describes the organisational units and user roles with access rights to CIS records. It then goes on to list those rights, so that you can work out what rights you should have when you open a CIS system record. If you have any difficulties gaining access to features of the system or records on the system which you consider necessary to carry out your job, you will need to refer to your Local Administrator or ITSO.

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