Recent updates to the COTAX Manual

 

Below are details of the amendments that were published on 7 January 2008 (see the update index for all updates).

Case Records

Payments

Repayments / Reallocations

Case Records
SectionSubject RevisedDetails Of Update
Setting Up Case RecordsSetting Up Case Records (Introduction)New note 3.
 New Cases In CRI (Info)New notes 3 - 5.
 New Cases In Greater Belfast Area (Compliance) (Info)New notes 3 - 5.
 New Cases In Scotland South Area Office (Info)New notes 3 - 5.
 New Cases In Scotland South Area Office (AG)At step 2, new notes 4 - 6.
AgentsAgent Acting For A Company (Info)New note 2.

 

Payments
SectionSubject RevisedDetails Of Update
Processing PaymentsThe Payment Record (Info)Customer Contact telephone number has replaced Banking Operations numbers at Shipley and Cumbernauld.
Quarterly Instalment PaymentsQuarterly Instalment Payments (Introduction)Subject 'Repayments before liability is finally established' moved from this section and merged with subject 'Early Repayment CTSA APs - Owning Office' in section Non Automatic Repayments. Cross references in this section updated.

 

Repayments / Reallocations
SectionSubject RevisedDetails Of Update
Non Automatic RepaymentsManual Repayment: Outside COTAX - Owning Office (Info)To not use COTAX to record manual repayments of CT for APs included in contract settlements
 Early Repayment CTSA APs - Owning Office (Info)Quarterly instalment payers