SAM72076 – Manage work: access to records: clerical caseworker – recovery office
The Clerical Caseworker user role provides access to all functions required for day to day working in the Recovery Office. The operator with this role is generally responsible for
- Dealing with correspondence
- Maintaining designatory details on the SA taxpayer record
- Recovering SA debts
- Dealing with work items appearing on the following work lists
- DARM ‘Outstanding Debt and/or Return’
- ‘Bankruptcy or Voluntary Arrangement Cases’
- ‘RLS Cases’
- ‘Potential Transfer Cases’
- Creating and maintaining sundry charges on the SA taxpayer record
The following table shows the functions linked to the role Clerical Caseworker in the Recovery Office.
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
Work
Maintain Appeal
Maintain Compliance Signals
View Compliance History
View Compliance Summary
Maintain Responsible Office
Retrieve UTR from D Reference
Amend Fixed Penalties
Create Return Charge
Create Revenue Determination
Maintain Return Profile
Maintain Return Summary
View Return
View Revenue Determination
Create Sundry Charge
Maintain Payments On Account
Maintain Statement Inhibition
Maintain Sundry Charge
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 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 Work List Summary
Operator Work List Summary
Taxpayer Work List
Information about this page - link will open in a new window
Bottom of Page