COM94020 - Payments: payments work lists: payments for APs cleared NAR/NDR list (PNAR)
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 ‘Payments For APs Cleared NAR/NDR List’.
- Function PNAR is the update version
- Function PNAV is the view only version
The purpose of the Work List is to show you cases where a payment has been received for a CTSA AP that has cleared NDR or a Pay and File AP that has been cleared NAR. You must decide whether an assessment or Revenue Determination is required, or whether the payment needs to be reallocated.
How often should the list be reviewed?
You should review the ‘Payments For APs Cleared NAR/NDR List’ monthly.
Who does what?
A CT Co-ordinator will normally review and control the List. If the CT Co-ordinator decides that an assessment or Revenue Determination is required, they will usually refer those cases to an Inspector.
When are new entries added?
COTAX adds a new entry to the ‘Payments For APs Cleared NAR/NDR List’ when a payment is received for a
- CT Pay and File AP that has been cleared No Assessment Required (NAR)
Or
- CTSA AP that has been cleared No Determination Required (NDR)
Reasons for entry
Cases appear on the Work List when a payment is received for an AP that has been cleared NAR or NDR. This gives you the opportunity to decide whether an assessment or Revenue Determination is required for the AP, or whether you need to reallocate the payment.
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 ‘Payments For APs Cleared NAR/NDR List’.
- File Number
- Name
- Amount Paid
- AP End Date
- B/F Date
- B/F Note
- Entry Date
- NAR or NDR
- Reference
The normal next action function
The normal next action function for the ‘Payments For APs Cleared NAR/NDR List’ is
- Function VPPD (View Payment and Posting Details)
Automatic deletion
Cases are automatically deleted from the Work List when any of the following apply
- The NDR signal is unset for a CTSA AP
- The NAR signal is unset for a CT Pay and File AP
- The case is transferred to a new office. The case automatically appears on the new office Work List
Manual deletion
You can manually delete an entry from the ‘Payments For APs Cleared NAR/NDR List’.
For a list of forms relevant to this subject, see COM94011.
For a list of functions to use in particular situations, see COM94012.
