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HMRC internal manual

COTAX Manual

Work lists: work lists: overview and management: managing work lists

Work lists give an up to date list of cases that need to be reviewed. If you ignore them you may miss an important action that needs to be taken or allow incorrect output to be issued, including a repayment.

To get the best out of COTAX work lists, all users and managers need to know which lists to review and when and how to use them effectively.

Because COTAX is a well established system, most offices already have processes in place to make sure work lists are worked effectively. Offices with staff who have less experience of COTAX may find the following useful.

To manage work lists efficiently we recommend that 

  • Senior management appoint a work list coordinator to take responsibility for work lists. That person should ensure that lists are reviewed and the work directed to the appropriate person. The work list coordinator should be experienced in CT work and COTAX. For more information on this role see COM140060 
  • The work list coordinator should establish a strategy for using work lists
  • All users need to understand the features of work lists. For more information see COM141000 onwards