COM122032 - Repayments / reallocations: non automatic reallocations: functions: surrender non COTAX repayment to COTAX

The table below tells you the function or functions to use in particular situations.

For details of how to access any of the COTAX Functions select ‘Index Of Functions’ in the left of the screen.

On accessing the function, system Help is available to you at function, screen, field and error message levels.

Situation Function
   
To give effect to a S963/Reg 9 surrender involving income tax or a tax credit. DSET (District Set Off)
To inhibit automatic reallocation or repayment for an AP. MAPS (Maintain AP Signals)
To enter case notes. NOTE (Case Notes)
To see a work list of cases where you need to review the penalty. PENR (Penalties Requiring Review List)
To prepare or amend a penalty determination. PPEN (Prepare Penalty Determination)
To give effect to a S963/Reg 9 surrender within COTAX. REWD (Direct Reallocation Within COTAX)
To see details of charges, payments and repayments, and a summary of the accounting position, for an AP. VPPD (View Payment And Posting Details)