SAM71040 - Manage work: work management: lists in the network

Lists produced by Work Management are available online in the SA system. Other lists, primarily from Local Data Capture (LDC) are on paper.

Work Management

The available work lists are shown below.

If you want to see the specific event(s) and details for a list select the hyperlink or see the Index of Work Lists in the left bar.

Work list name

More information

W008 Outstanding debt and/or return

SAM71080

W010 BF Penalty for Issue

SAM71082

W011 Review remission for cancellation

SAM71084

W012 Remissions and remission cancellation quality assurance

SAM71086

W013 Potential transfer cases

SAM71088

W014 Bankruptcy or voluntary arrangement cases

SAM71090

W015 Open appeals

SAM71092

W016 Manual issue of returns

SAM71094

W018 Review Revenue assessments

SAM71098

W019 Review informal standovers

SAM71100

W024 Duplicate return logged - original already logged or captured

SAM71102

W025 Fully captured/unlogged returns

SAM71104

W028 Repayments to be authorised or cancelled

SAM71106

W029 Rejected repayments

SAM71108

W030 Inhibited automatic repayments

SAM71110

W031 Post repayment check cases

SAM71112

W032 RLS cases

SAM71114

W033 Transfer to COP security review

SAM71116

W034 Sundry charge quality check

SAM71118

W035 Manual issue of review form 575

SAM71120

W036 Informal discharge review

SAM71122

W037 Reduction of amount coded out

SAM71124

W038 Freestanding credit review

SAM71126

W039 Potential non-filers - currently not available

SAM71128

W040 Inhibited statements

SAM71130

W041 Manual statement issue

SAM71132

W042 Returns not captured

SAM71134

W043 Repayments for Quality Checks

SAM71136

W044 Over-Repayments

SAM71138

W047 Overpayments in Closed Cases

SAM71144

W048 Permanent Notes Review Work list

SAM71146

W049 Short Tax Return Rejection Work list

SAM71148

W050 CID Framework Rejection List

SAM71150

W051 Daily Returns Review - Ceased Date Set (Decommissioned April 2012)

SAM71152

W052 Daily Returns Review - SA/PAYE Auto-coding exceptions

SAM71154

W053 Daily Returns Review - Electronic Return Cases

SAM71156

W054 Weekly Returns Review List

SAM71158

W055 Failed online amendments

SAM71159

W056 Partnership online amendments

SAM71160

W057 Review FSC from return amendment

SAM71161

W059 Online Return Rejections

SAM71163


Other work lists in the Compliance area are held on the CQI Workbench.

Detailed advice on the creation of work items, and the information held on work lists on the CQI Workbench, is available in the section ‘Compliance Work lists’, (SAM33000 onwards).

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Paper lists

The following lists are available to help manage returns work

  • Deleted Returns
  • LDC Returns - Capture Failures - (no record found)
  • LDC Returns - Logging Failures - (no record found)
  • LDC Returns to be deleted
  • LDC Returns

Note: Further information on the paper lists above can be found in

    • Subject ‘Paper Reports: Individuals’ in section ‘Individual Returns’ (SAM121500)
    • Subject ‘Paper Reports: Partnerships’ in section ‘Partnership Returns’ (SAM122200)
    • Or subject ‘Paper Reports: Trusts’ in section ‘Trust Returns’ (SAM123250).
  • Note: Further information on the last two paper lists above can be found in Business area ‘Returns’ in section ‘ Filing Returns Online’ (SAM126000 onwards).