CISR91080 - Office Manager Guide: PAYE & SA Processing

Tasks undertaken by this team

Members of this team deal with the following CIS tasks where a customer has written to their local office

• change tax treatment requests
• updates to customer details
• requests to issue pre-populated returns
• corrections to returns
• requests to verify subcontractors (10 and under)
• general verification and monthly returns

The team is also responsible for date stamping and forwarding to RDC Processing Centre, Netherton any contractor returns received at their office in error. Processing teams also deal with a range of work items generated by CIS.

CISR user roles required by this team

Team members

All staff should be allocated the CISR Processor role. This allows them to deal with the following CIS tasks

• identification of customers and authentication of contacts
• subcontractor verifications
• request for a change of tax treatment
• updates to customer details
• requests to issue pre-populated returns
• corrections to returns

Managers

Managers should be allocated the CISR Process Manager role and will also have the authority to change a subcontractor's tax treatment (outside of the TTQT process).

Work items

To deal with work items staff also need the appropriate work management roles. The roles that can be allocated are:

• CISR WM Processor - allows staff on an Employer Section to deal with trace and match work items for contractors whose UTR could not be matched during set up
• CISR SA TTQT Exc Handler - allows staff to deal with work items arising as a result of the failure of the automated TTQT process for SA businesses
• CISR Unmatched Partnership Handler - allows staff to deal with work items arising as a result of differences between partnership information obtained during registration and that held on SA