SAM100290 - Records: set up taxpayer record: view taxpayer facility

A view facility is available within SA. This may be used to view details of any taxpayer who has an SA record, even though responsibility for that record may not be within your office.

You should only view a taxpayer’s SA record if there is a business need to do so. 

Function CASE SUMMARY allows you to view general details of the taxpayer’s SA record. It also permits access to a range of other functions covering all aspects of the taxpayer’s SA record.

You should decide, from the list of functions, which computer functions to use to view different aspects of the taxpayer record.