SAM72086 – Manage work: access to records: compliance manager



The Compliance Manager is responsible for

And
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

Work

Appeals

Maintain Appeal

Compliance

Add/Amend Annual Compliance Details

Amend Return for Enquiry

Create Return Charge for Enquiry

Create Revenue Assessment

Maintain Compliance Signals

View Compliance History

View Compliance Summary

View Return for Enquiry

Office

Maintain Responsible Office

Retrieve UTR from D Reference

Returns

Create Return Charge

Maintain Return Summary

View Return

Statements

Maintain Revenue Assessment

View Payment Details

View Statement

Taxpayer

Case Summary

Maintain SA Notes

View Partners for Partnership

View Taxpayer Designatory Details

Work

Immediate Action Work Lists

Office Worklist Summary

Operator Worklist Summary

Taxpayer Work List


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