Assessing: CTSA assessments: manual assessments (Action Guide)
To issue a manual assessment where COTAX is not available, consider steps 1 - 2 below.
|1.||Prepare a manual assessment using a SEES assessment set.|
|You can get the SEES 310(Z) assessment set at Excel > SEES > Forms and Letters > under the ‘SAFE’ category.|
|2.||At the first available opportunity, use function RAMA (Record / Amend Assessment) to enter the relevant details onto COTAX.|
|* Enter the details of the assessment or determination you have issued manually.|
|* Select ‘record manual issue’ from the drop down menu for the ‘Do you want to?’ field on screen COT121G to prevent COTAX issuing any assessing output (Word 46KB).|
|* In the date of issue field, enter the date you issued the manual assessment.|