SAM125091 – Returns: returns
work lists: w016 manual issue of return: RLS signal (Action
Guide)
Where the reason for the entry on the ‘Manual Issue of
Return’ Work List is because a later address has been found
for a case which was previously RLS (identified where the entry
against ‘RLS’ on the Work List is blank), follow steps
1 - 6 below.
For details of how to access any of the SA functions, select
‘Index Of Functions’ on the left of the screen.
- If the bulk issue of returns has taken place, and you are
satisfied that there is no other inhibition to automatic issue of
the return, use function RECORD RETURN REQUEST to issue a return
for CY-1. Any of the following signals present on the SA record
will inhibit automatic issue
- Manual Return
- Welsh Language
- Deceased
- Otherwise, check the SA record for a later address. The address
has been updated, the case removed from the ‘RLS’ Work
List, and entered on this list. The following functions are
available
- MAINTAIN CAPACITY (available direct from the
function menu) (capacity details)
- VIEW COMMUNICATION NAME AND ADDRESS (communication
details)
- VIEW TAXPAYER DESIGNATORY DETAILS
(taxpayer’s base address)
- MAINTAIN TRADE (business address)
- Use function MAINTAIN RETURN PROFILE to establish the
supplementary pages that are required with the return
- Prepare the relevant type of return using the correspondence
name and address (
SAM120015), and enclose all the
relevant supplementary pages
- 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
