COM20151 - Assessing: CT pay and file assessments: manual assessments (Action Guide)

1.

Prepare a manual assessment using a form CT4(Z)

2.

When you have completed it

• Destroy the Stats copy

• Issue the company’s copy, together with the assessment notes (Form CT220 Notes)

• File the District copy in the 133U folder

3.

At the first available opportunity, use Function PAST (Prepare Full Assessment) to enter the assessment details onto COTAX. Ensure you

• Enter the details of the assessment you have issued manually

• Set the Manual Issue signal on screen COT120H for a main assessment, or screen COT120G for an amended assessment to prevent COTAX issuing an assessment notice

• Enter the date of issue as the date the manual assessment was issued