COM - Recent changes to this guidance

 


Below are details of the amendments that were published on 18 June 2007 (see the update index for all updates).

Background

Case Records

Repayments / Reallocations

Work List

Background
SectionSubject RevisedDetails Of Update
COTAX Office ManagerCOTAX Specialist Roles (Info)New entry for Central Agent Team
Case Records
SectionSubject RevisedDetails Of Update
Case OwnershipTransfer Of Case In CT Processing Office (Info)

Two new entries in list of COTAX numbers for transfers to Special Civil Investigations

Amending Case RecordsAmending Case Records (Introduction)Automatic updates can be made by company or agent submitting a structured action request (SAR)
 Entering And Amending Company Record Details (Info)Entries updated in table of functions to use for Functions ACNA, ACOM, AMAG and TRCT
 Entering Contact Details In COTAX (Info)Subject expanded to include recording email address
 Tracing Companies (Info)Function TRCT allows you to filter selection
AgentsAgents (Introduction)Automatic updates can be made by company or agent submitting a structured action request (SAR)
 Set Up And Maintain Agent Records (Info)New Work List CAGL (Change Agent List) – entries generated by SAR
 Viewing Agent Details (Info)By selecting [Last Changed] button in Function VWAG, how and when agent name, address and contact details were last changed is displayed
Records Work ListsRecords Work Lists (Intro)Addition of two new Work Lists
 Change Agent List (CAGL) (Info)New subject
 Change Agent List (CAGL) (AG)New Action Guide
 Change Name And Address List (CNAD) (Info)New subject
 Change Name And Address List (CNAD) (AG)New Action Guide


Repayments / Reallocations
SectionSubject RevisedDetails Of Update
Non Automatic ReallocationsEarly Repayment CT Pay & File APs – Owning Office (Info)CTM reference updated
 Early Repayment CTSA APs – Owning Office (Info)CTM reference updated
 Repayment Interest (Info)CTM reference updated


Work Lists
SectionSubject RevisedDetails Of Update
Work Lists: Overview And ManagementWork Lists In The Network (Info)Addition of CAGL and CNAD
 Responsibility For Work Lists (Info)Table of user roles updated


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