SAM131071 - Statements: statement issue: w041 manual statement issue work list (Action Guide)

When printing and issuing a statement for entries on the ‘Manual Issue Statement’ Work List consider steps 1 - 15 below. The Guide is presented as follows

Initial action	Step 1
Actions to issue a copy statement to the taxpayer	Steps 2 - 6
Actions to issue a copy statement to an agent	Steps 7 - 12
Final actions	Steps 13 - 15

For details of how to access any of the SA functions, select ‘Index Of Functions’ on the left of the screen.

Initial action

1.	In function WORK LIST CASES
	Make a note of all the UTRs displayed
	Select the [Exit] button to return to the SA Menu screen

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Actions to issue a copy statement to the taxpayer

2.	Go to the SA menu screen
	Enter the UTR of required case
	Select function CASE SUMMARY
	Select function DESIGNATORY
3.	Then open the SEES SA Statement as follows
	Open Excel
	Select SEES from top tool bar
	Select Letters and Forms from drop down menu
	Select SA Statement from list of forms on left hand side
4.	In SEES SA Statement
	Select the [Customer] button
	Select ‘SA’ from the top tool bar
	A screen message will be displayed asking ‘Do you want to import Taxpayer or Agent details?’
	Select the [Customer] button
	Select the [OK] button
	The taxpayer’s details will now be automatically imported from the SA record into the SEES SA Statement input screen
	At this stage you have the opportunity to add one or two short free text messages that will be presented on the finished document‘Notes to taxpayer 1’ - will appear above the statement table on the finished document‘Notes to taxpayer 2’ - will appear below the statement table on the finished document
5.	Return to the SA record and the CASE SUMMARY screen
	If the statement you are viewing has more than one page, (the [FWD] button will be highlighted) you must view the last page
	Select the function STATEMENTS
	On the VIEW STATEMENT screen, select the number of the statement you want to copy. (If the statement has more than 1 page you will need to select [FWD] until you reach the last page)
	Select the [OK] button
6.	Return to the SEES SA Statement screen
	Select ‘Preview’ from the top tool bar
	Within a few seconds the statement table and any messages will be imported into the SEES SA Statement and you can view the copy statement prior to printing. You should check that the details on the copy statement are correct before you print and issue

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Actions to issue a copy statement to an agent

7	Go to the SA menu screen
	Enter the UTR of required case
	Select function CASE SUMMARY
	Select function DESIGNATORY
	Select ‘Agent’ from the Individuals Designatory Details screen
8.	Then open the SEES SA Statement as follows
	Open EXCEL
	Select SEES from the top tool bar
	Select Forms and Letters from the drop down menu
	Select SA Statement from the list of forms on the left hand side
9.	In SEES SA Statement
	Select the ‘Agent’ button
	Select ‘SA’ from the top tool bar
	A screen message will be displayed asking ‘Do you want to import Taxpayer or Agent details?’
	Select the [Agent] button
	Select the [OK] button
	The agent’s details will now be automatically imported from the SA record into the SEES SA Statement input screen
10.	At this stage you have the opportunity to add one or two short free text messages that will be presented on the finished document‘Notes to taxpayer 1’ -will appear above the statement table on the finished document‘Notes to taxpayer 2’ - will appear below the statement table on the finished document
11.	Return to the SA record and the CASE SUMMARY screen
	If the statement you are viewing has more than one page (the [FWD] button will be highlighted) you must view the last page
	Select the function STATEMENTS
	On the VIEW STATEMENT screen, select the number of the statement you want to copy. (If the statement has more than 1 page you will need to select [FWD] until you reach the last page
	Select the [OK] button
12.	Return to the SEES SA Statement screen
	Select ‘Review’ from the top tool bar
	Within a few seconds the statement table and any messages will be imported into the SEES SA Statement and you can view the copy statement prior to printing. You should check that the details on the copy statement are correct before you print and issue

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Final actions

13.	Where requested, prepare a clerical payslip for issue with the statement to the taxpayer or the agent. If payment is imminent, ask the taxpayer / agent to send the payment to Banking Operations at Shipley (for both Cumbernauld and Shipley payments) without delay and advise of the reference number to be quoted
14.	In all cases where a clerical statement is issued using SEES, make an appropriate SA Note to record that a statement has been issued
15.	In function WORK LIST CASES
	Delete cases for which you have issued a SEES Statement

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