SAM71154 - Manage work: work management: W052 daily returns review - SA/PAYE auto-coding exceptions
Up to 5 April 2010, work list W052 listed cases that had failed the coding (integrity) check. From 6 April 2010, with the introduction of auto-coding, the name and purpose of the list changed. Work items now populate the list for cases where auto-coding has been unable to take place and manual action is required.
All work items on this list at 5 April 2010 for cases that had failed the coding (integrity) check have been deleted.
Event
Specific details
Allocation of responsibility
Frequency of review
Updating of details
Action to take on the work item
Deletion of the work item
Event
A work item is created when manual action is required, for example cases where the auto-coding inhibition signal is set, or where the case is excluded from auto-coding.
Specific details
Other than details common or potentially common to all types of work item, the following specific details will be available
- Return year
- Reason for entry
- Update and compare
- Update code
- Compare (figures) only
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
The work list should be reviewed daily.
Updating of 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
- Employer 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 as a standard process description - see SPD W052 (HMRC Intranet).
Deletion of the work item
The work item should be deleted manually once it has been reviewed.
