SAM125151 – Returns: returns
work lists: w018 review revenue assessment (Action Guide)
Where there is an entry on the ‘Review Revenue
Assessment’ Work List follow steps 1 - 7 below.
For details of how to access any of the SA functions, select
‘Index Of Functions’ on the left of the screen.
- In function WORK LIST CASES
- Select the entry that you want to work
- Select the [View] button. You will be taken to
function SELECTED CASE, to see all available details on the work
item
- Make a note of the details, if required
- View and consider all available information
- Have the return (if on paper) to hand
- Use function AMEND RETURN to view the return
details for the relevant year where necessary
- Use function MAINTAIN REVENUE ASSESSMENT to view
the assessment charge for the year
- Use function VIEW STATEMENT to view the personal
account if necessary
Where the Revenue assessment was made during or following
an enquiry
- Liaise with the Enquiry Officer before taking any further
action
Where it is necessary to amend the Revenue
assessment
- Use function MAINTAIN REVENUE ASSESSMENT to amend the
assessment
- Delete the entry from the ‘Review Revenue
Assessment’ Work List, using function WORK LIST CASES or
function SELECTED CASE
Where it is necessary to unlog the return
- Unlog the return using function UNLOG RETURN.
Note: Only do this on the advice of the Enquiry
Officer or your Clerical Processing Manager. This is because all
amendments to the SA record and actions taken on that return have
to be unravelled
- The work item is deleted automatically if the return is
unlogged
