permanent guidance iconSAM72114 – Manage work: access to records: worklist manager – recovery office


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The Worklist Manager in the Recovery Office is responsible for

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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

Work

Appeals

Maintain Appeal

Compliance

View Compliance History

View Compliance Summary

Office

Maintain Responsible Office

Returns

Maintain Return Summary

Statements

View Statement

Taxpayer

Amend Taxpayer Signals

Case Summary

Maintain SA Notes

View Taxpayer Designatory Details

Work

Immediate Action Work Lists

Office Work List Summary

Operator Work List Summary

Taxpayer Work List


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