SAM71134 – Manage work: work management: W042 returns not captured
Event
A work item is created when Individual, Partnership, Trust and Pension Scheme returns have been logged for more than 45 days.
Specific details
Other than details common or potentially common to all types of work item, the following specific details will be available
- Date logged
- Organisation Unit that logged the return (if not the owning office with processing responsibility)
- Year
- Taxpayer Type
- Operator ID (of the person that logged the return)
Allocation of responsibility
The work item is allocated to the office with processing responsibility for the taxpayer. Within that office, the item will be worked by an officer with the user role of Clerical Processing Officer.
Frequency of review
This list should be reviewed weekly.
Updating details
Until the work item is cleared, the following details held on the work item are updated by Work Management immediately the corresponding entry is updated on the taxpayer record
- Taxpayer name
- NINO
- Employers reference (EMPREF) or Schedule D register number
Action to take on the work item
Advice on the action to take to clear the work item is available in the section ‘Returns Work Lists’, (SAM125131).
Deletion of the work item
The work item is deleted automatically when any of the following occur
- The return is fully captured in Local Data Capture (LDC)
- The liability is entered using function CREATE RETURN CHARGE (for Individuals and Trusts)
- The return is unlogged
The work item cannot be deleted manually.
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