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HMRC internal manual

COTAX Manual

Work lists: features of work lists: B/F date and B/F notes

You can add a B/F date to a case in a work list function by using the [B/F] button at the bottom of the screen. The B/F date is simply a reminder to you of the date when you next want to look at a case. It is not an instruction to COTAX telling it when next to present the case to you. You can also use the B/F date as a filter and sort item later on.

If you enter a B/F date you can add a B/F note of up to 40 characters. For example, you may want to enter your identity, initials, name or the name of the person who is working the case next. You can use the first 10 characters of a B/F note as a filter and sort item later.

You cannot enter a B/F note without a B/F date.

If you start the B/F Note entry with your initials, you can use them to filter and sort the entries that you are working on the work list.