SAM71138 – Manage work: work management: W044 over-repayments
Event
A work item is created when a Balancing Charge Credit (BCC) has been repaid and the SA return is subsequently amended resulting in an over-repayment.
Specific details
Other than details common or potentially common to all types of work item, the following specific details will be available
- Repayment serial number
- Repayment created date
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 Payment Processor.
Frequency of review
This list must be review daily.
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 section ‘Repayment Work Lists’ (SAM113031).
Deletion of the work item
The work item is deleted automatically when any of the following occur
- The repayment is cancelled
- The over-repayment becomes fully funded again
- Function CREATE OVER REPAYMENT CHARGE is used to replace the over-repaid amount with a new charge
- Function CREATE OVER REPAYMENT CHARGE is used to confirm that the over- repaid amount is not to be replaced
The work item cannot be deleted manually.
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