SAM72064 – Manage work: access to records: appeals handler – processing and technical office
The Appeals Handler is responsible for
- Dealing with appeals, and any associated standovers, which are received from or on behalf of the appellant or from another office
And
- Dealing with work items appearing on the ‘Open Appeals’ and ‘Review Informal Standovers’ Work Lists
The following table shows the functions linked to this role.
For details of how to access any of these functions, select ‘Index Of Functions’ on the left of the screen.
On accessing the function, system help is available to you at function, screen, field, and error message levels.
For ease of reference, functions are grouped under the following sub headings
Appeals
Compliance
Office
Returns
Statements
Taxpayer
TP Agent
Work
Maintain Appeal
Create Appeal
View Compliance History
View Compliance Summary
Maintain Responsible Office
Retrieve UTR from D Reference
Amend Fixed Penalties
Maintain Return Summary
View Return
Maintain Payments On Account
Maintain Standover
View Payment Details
View Statement
Add/Amend Communication Name and Address
Amend Taxpayer Name and Address
Amend Taxpayer Signals
Case Summary
Maintain Capacity
Maintain Capacity Summary
Maintain Partner
Maintain SA Notes
Maintain Sources
Maintain Trade
Set Up Capacity Details
View Communication Name and Address
View Partners For Partnership
View Taxpayer Designatory Details
Amend Taxpayer’s Agent Details
Taxpayer New Agent Details
Trace Agent
View Agent Details
View Taxpayer’s Agent Details
Immediate Action Work Lists
Office Worklist Summary
Operator Worklist Summary
Taxpayer Work List
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