SAM10071 - Appeals, postponements and reviews: appeals: handling an appeal against a non charge based item (Action Guide)
This Action Guide assumes that
- The appeal is proper to your office (see subject ‘Who Should Handle an Appeal?’)
- An Inspector has accepted the appeal
To handle an appeal against an SA non charge based item consider steps 1 - 6 below.
The guide is presented as follows
Recording the appeal on the SA system
| 1. |
Select function MAINTAIN APPEAL from the Function Menu |
| 2. |
Check, by reference to earlier appeal papers in the file or enquiry papers, whether an open appeal already exists for this item |
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- If an open appeal already exists
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- Refer the appeal back to the Inspector for instruction, and take no further action
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- If no open appeal already exists
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- Select the [New Appeal] button to take you to function CREATE APPEAL
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| 3. |
Enter the following details in function CREATE APPEAL |
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When you select the [OK] button you will be returned to function MAINTAIN APPEAL |
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Issuing acknowledgement of the appeal
| 4. |
In Excel, select SEES then Forms and Letters to |
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- Select form SA525 for issue to the appellant
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- Enter the appellant's details for inclusion on the form
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- Print off 2 copies of the form
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| 5. |
Issue one copy of the form to the appellant |
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Retaining appeal papers
| 6. |
Put away the appeal papers, including the other copy of form SA525, in the taxpayer’s file or enquiry papers |
