SAM72086 - Manage work: access to records: compliance manager
The Compliance Manager is responsible for
- Supervising compliance and enquiry work within the Organisation Unit (He / she will use SA functions to assist in the selection and control of compliance and enquiry cases)
And
- Dealing with work items appearing on the ‘Informal Discharge Review’ work list
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
