SAM125191 – Returns: returns
wok lists: w054 weekly returns review: source exception (Action
Guide)
Where there is an entry SOURCE EXCEPTION on the ‘Weekly
Returns Review’ 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 details, if required
- Have the captured return to hand
- Use function MAINTAIN SOURCES and note the source identity of
each source. Where you are unable to correctly identify each source
from the details displayed, use function MAINTAIN TRADE for each
source
- Use function SET UP TRADE where a new trading source is shown
on the return, but has not yet been set up on the SA taxpayer
record
- Use function AMEND RETURN to
- Enter the correct source reference where an
incorrect reference has been entered or no reference has been
entered
- Select the Close and Exit option from the File
Menu
- If an error screen is displayed regarding total
tax and NIC validation, select the ‘A’ key on the
keyboard to accept the entry of total tax and Class 4 NIC (a red
‘A’ will then automatically prefix the box entry)
- Save the changes as a correction to the
return
Where on review you find that there are multiple
sources on the SA record, but a lesser number of sources captured
from the return, follow step 7 rather than step 6
- Use function WORK LIST CASES or function SELECTED CASE to
delete the work item from the Work List,
but only when all aspects that caused the item to
becreated have been cleared. Select the [Del] button
- Where on review you find that there are multiple sources on the
SA record, but a lesser number of sources captured from the return
- Use function SET B/F DATE to b/f the work
item
- Refer the case to the Compliance Manager, to
consider for enquiry
