COM150010 - CT Pay and File: accounting periods: functions
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’ on 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 enter or amend details other than the name and address, for example intended first accounting date, date of incorporation, date of liquidation or striking off and administration start and end dates | ACTP (Amend CT Payer Details) |
To view Accounting Period (AP) details and AP linking | DAPD (Display AP Details) |
To view details of an assessment issued or stored as a draft on COTAX | DASS (Display Assessment Details) |
To issue a repayment by payable order or Bacs, which COTAX will not handle automatically | DIRR (Direct Repayment) |
To informally stand over a charge | HAPP (Handle Appeal) |
To see a work list of cases where COTAX will not automatically repay or reallocate an overpayment | LOPD (Overpayments Review List) |
To revise accounting periods and set up periods of dormancy and exemption | MAPD (Maintain AP Dates) |
To stop COTAX repaying and / or reallocating money automatically, set the Clerical Interest Indicator (CII) for a particular AP | MAPS (Maintain AP Signals) |
To stop COTAX repaying and / or reallocating money automatically to or from any AP of a company | MRSC (Maintain Repay / Realloc Signals (Company)) |
To make an assessment for a CT Pay and File AP showing only the sources of income and deductions that were shown on the return | PASR (Prepare Assessment Based On Return) |
To prepare a full assessment for a CT Pay and File AP, including estimates, amendments, adjustments and recording the issue of a manual assessment | PAST (Prepare Full Assessment) |
To make an estimated assessment for a CT Pay and File AP before the return is logged, reflecting only Case I or Case III profits and losses or unspecified total profits | PEST (Prepare Estimated Assessment) |