SAM125081 – Returns: returns
work lists: w016 manual issue of return: deceased signal (Action
Guide)
Where the reason for the entry on the ‘Manual Issue of
Return’ Work List is ‘DECEASED SIGNAL’, follow
steps 1 - 8 below.
For details of how to access any of the SA functions, select
‘Index Of Functions’ on the left of the screen.
- Check the taxpayer’s SA Notes to see whether a return for
the period to date of death is held
If a return has been received
- If a return for the period to date of death is held
- Delete the entry from the ‘Manual Issue of
Return’ Work List, using function WORK LIST CASES or function
SELECTED CASE
If a return has not been received
- Use function MAINTAIN CAPACITY (available direct from the
function menu) to see details of the person or body appointed to
act as Executor or of the Personal Representative
- Use function VIEW TAXPAYER DESIGNATORY DETAILS to view the
taxpayer’s base address and latest employer’s reference
where appropriate
- Use function MAINTAIN RETURN PROFILE to establish the
supplementary pages that are required with the return
- Prepare a return for the period 6 April to the date of death
using the correct correspondence name and address (
SAM120015). In this circumstance, at
the minimum the return must be addressed to ‘The Personal
Representative of .... Deceased’
- If you have prepared the return for annual bulk issue, hold the
return with other returns to be issued manually. You may want to
- Use function SET B/F DATE to b/f the work item and
make a B/F Note of the action taken
- Prior to issue, use function RECORD DATE OF
CLERICAL ISSUE to enter the date of issue on the SA record (the
function allows you to enter a date up to 5 days later than
today’s date). The work item will be deleted
automatically
- If you have prepared the return after 5 April in the return
year
- Use function RECORD DATE OF CLERICAL ISSUE to
enter the date of issue on the SA record. The work item will be
deleted automatically
