COM22031 - Assessing: assessing work lists: self assessment discrepancy list (SADL) (Action Guide)
To deal with cases on the ‘Self Assessment Discrepancy List’ in the local office consider steps 1 - 6 below. The guide is presented as follows
Review by Clerical Caseworker
| 1. |
Use Function SADV (Self Assessment Discrepancy List - view) to display the Work List |
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- Select the entry that you want to work
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- Select the [View] button to see all available details for the case
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| 2. |
Filter and sort the list if necessary |
| 3. |
Pass the return and any papers to the CT Co-ordinator or a Technical Caseworker |
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Technical Caseworker’s initial action
| 4. |
Use Function DASS (Display Assessment) to compare the figures on the return to the figures captured onto COTAX |
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Return captured incorrectly
| 5. |
If entries have been keyed incorrectly or omitted, amend the figures then go to step 6 |
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Is a correction to the return required?
| 6. |
Compare the ‘Net Tax Payable’ figure with the amount shown as the self assessment on the return form |
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- If the figure is different, issue a correction to the return so the correct Self Assessment posting is shown on the COTAX record
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