COM131060 - Returns / notices: returns work lists: returns requiring capture list (LRLC) (Info)
This subject is presented as follows
Purpose of the list
How often should the list be reviewed?
Who does what?
When are new entries added?
Reasons for entry
Sorting and filtering - Options and recommendations
The normal next action function
Automatic deletion
Manual deletion
Purpose of the list
There are two versions of the ‘Returns Requiring Capture List’
- Function LRLC is the update version
- Function LRLV is the view only version
The purpose of the list is to show you paper returns that have been logged but not captured.
Note: From the 1 April 2011 the majority of returns will be filed online and will be automatically logged and captured and will not populate this work list.
How often should the list be reviewed?
The return details are usually captured straight after logging. Local Management should make sure that the ‘Returns Requiring Capture List’ is reviewed monthly so no returns are overlooked.
Who does what?
An Administrative Assistant will normally review and control the list, locating any returns appearing on the list and capturing the details onto the COTAX record.
When are new entries added?
The ‘Returns Requiring Capture List’ is updated daily when the reasons for entry are satisfied.
Reasons for entry
COTAX enters a case on the ‘Returns Requiring Capture List’ when
- A return is logged
And
- The return is not captured using Function CRTN (Capture Rest of Return)
Sorting and filtering - Options and recommendations
Before you start to work cases, you may want to sort and filter the work list to make it more manageable. You can do that by using any of the criteria below. The criteria shown in bold are those you may find most useful when filtering the ’Returns Requiring Capture List’.
- File Number
- Name
- AP End Date
- B/F Date
- B/F Note
- Entry Date
- Reference
- RLS
The normal next action function
The normal next action function for the ‘Returns Requiring Capture List’ is
- CRTN (Capture Return)
Automatic deletion
Cases are automatically deleted from the work list when any of the following applies
- Return is unlogged
- Return is captured
Or
- Case is transferred to a new office (the case automatically appears on the new office work list)
Manual deletion
You can delete a case manually from the ‘Returns Requiring Capture List’.
For a list of functions to use in particular situations, see COM131011.
