SAM72098 – Manage work: access to records: payment processor – recovery and technical office
The Payment Processor in an office with recovery or technical responsibilities is generally responsible for
- Dealing with payments received
- Creating and maintaining sundry charges on the SA taxpayer record
- Maintaining accounting details, including payments on account, on the SA taxpayer record
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
Compliance
Office
Returns
Statements
Taxpayer
TP Agent
View Compliance History
Maintain Responsible Office
View Return
Create Freestanding Credit
Create Sundry Charge
Maintain Payments On Account
Maintain Sundry Charge
Trace Cheque Payment
Trace Non-cheque Payment
Transfer From Overpaid Balance
Transfer From Taxpayer Credit
View Payment Details
View Statement
View Transfer From OAS
Amend Taxpayer Name and Address
Amend Taxpayer Signals
Case Summary
Maintain SA Notes
Maintain Sources
Maintain Trade
View Partners for Partnership
View Taxpayer Designatory Details
Amend Taxpayer’s Agent Details
Taxpayer New Agent Details
Trace Agent
View Taxpayer’s Agent Details
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