COM131011 - Returns / notices: returns work lists: functions

The table below tells you the function or functions to use in particular situations.

For details of how to access any of the COTAX 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.


Situation Function
To capture details from a CT return after it has been logged CRTN (Capture Return)
To view return information for
  • Any Live or Superseded AP with a logged return

Where

  • The return has not subsequently been unlogged
 DRTN (Display Return Data)
To record a Self Assessment RAMA (Record / Amend Assessment)
To see
  • A list of all APs created for this company, and the AP Status of each one
  • A summary of the accounting position for each AP including the
    • Last pursuit action taken by the computer
And
    • Pursuit Status
 VPPD (View Payment and Posting Details)
To view general information that is not specific to any one AP, for any company COTAX record.You can view any of the following
  • Company details
  • Office allocation
  • Agent details
  • Communication name and address
  • Acting In capacity details
  • Case Notes
  • Bank and / or Nominee Details
 VTPR (View Taxpayer)

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