SAM71159 – Manage work: work management: W055 failed online amendments
Event
A work item is created when an amendment to a return is filed online and one of the following situations apply
- There is either an open or closed enquiry for the return year
- The return to which the amendment refers has not been captured because
- The return has not been received
- The return has been unlogged
- The return has been logged but not been captured)
- The SA function CREATE RETURN CHARGE has been used for the return year
- A draft amendment exists for a partnership return
Specific details
Other than details common or potentially common to all types of work item, the following specific details will be available
- Return Year
- Electronic Amendment Reason
- ‘Enquiry’
- ‘Not captured’
- ‘Draft Pship’
- Electronic Amendment Timestamp
Allocation of responsibility
Where a case populates the list because there is an open or closed enquiry for the return year, the work item will populate the list in the Technical office and be worked by an officer with the user role of Clerical Case Worker. The Technical office may if appropriate reallocate the work item to the Processing office list.
All other cases populate the work list in the Processing office which will be worked by an officer with the user role of Clerical Processing Officer.
Frequency of review
The Work List is for immediate action.
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)
Action to take on the work item
Advice on the action to take to clear the work items is available in section ‘Returns Work Lists’, as follows
Deletion of the work item
The work items must be deleted manually.
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