SAM72074 – Manage work: access to records: clerical accounts office caseworker
The Clerical Accounts Office Caseworker user role provides access to all functions required for day to day working in Banking Operations. The operator with this role is generally responsible for
- Maintaining the SA taxpayer record, including
- Payments on account
- Accounting details
- Dealing with correspondence and payments received
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, the functions are grouped under the following sub-headings
Appeals
Compliance
Office
Returns
Statements
Taxpayer
TP Agent
Maintain Appeal
View Compliance History
Maintain Responsible Office
Retrieve UTR From D Ref
Maintain Return Summary
Amend EDP
Apply Surcharge
Clerical Reallocation
Maintain Payments On Account
Maintain Standover
Maintain Statement Inhibition
Maintain Sundry Charge
Maintain Surcharge
Trace Cheque Payment
Trace Non-cheque Payment
Transfer From OAS
Transfer From Overpaid Balance
Transfer From Taxpayer Credit
View Payment Details
View Repayment
View Statement
View Taxpayer Credits
View Transfer From OAS
Add/Amend Communication Name and Address
Amend Taxpayer Name and Address
Amend Taxpayer Signals
Amend Trust
Case Summary
Maintain Capacity
Maintain Capacity Summary
Maintain SA Notes
Maintain Sources
Maintain Time To Pay
Maintain Trade
Set Up Capacity Details
View Communication Name and Address
View Partners for Partnership
View Taxpayer Designatory Details
Amend Taxpayer’s Agent Details
Trace Agent
View Agent Details
View Taxpayer’s Agent Details
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