SAM72092 - Manage work: access to records: enquiry officer - technical office
The Enquiry Officer in an office with technical responsibility is responsible for making enquiries into SA returns.
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
TP Agent
Work
Appeals
Maintain Appeal
Compliance
Add/Amend Annual Compliance Details
Amend Return for Enquiry
Create Informal Discharge
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
Amend Relevant Dates
Create Sundry Charge
Issue Repayment From Overpaid Balance
Maintain Informal Discharge
Maintain Revenue Assessment
Maintain Sundry Charge
View Payment Details
View Statement
Taxpayer
Amend Taxpayer Name and Address
Amend Taxpayer Signals
Case Summary
Maintain Partner
Maintain SA Notes
Maintain Sources
Maintain Trade
View Partners for Partnership
View Taxpayer Designatory Details
TP Agent
View Taxpayer’s Agent Details
Work
Immediate Action Work Lists
Office Worklist Summary
Operator Worklist Summary
Taxpayer Work List
