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HMRC internal manual

COTAX Manual

COTAX roles index: COTAX user roles

(This content has been withheld because of exemptions in the Freedom of Information Act 2000)

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Debt Management offices

Role Description Of Role HMRC Grade
     
Charge Remitter (Word 31.5KB) To deal with Debt Management remissions. AO and above, as nominated by senior office manager.
Collection View Worklist (Word 31KB)     
coll_view_worklist.doc To access Collection Work Lists on a ‘view only’ basis. That is to see entries with no provision to work them. AA and above.  
  Local Pursuit Officer (Word 49KB) To deal with most of the COTAX payment pursuit and accounting work areas in Debt Management. AA and above.
  Reallocation Authoriser (Word 34.5KB)     
realloc_authoriser.doc See COM251 for more information. As nominated by senior office manager.

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CT processing offices

Role Description Of Role HMRC Grade
     
Clerical Caseworker (Word 85.5KB) All clerical work in connection with:  
  • appeals
  • company records
  • logging and capturing returns. AA or AO.
      CT View (Word 58.5KB) 
ct_view.doc To access COTAX company information on a view only basis. That is to see information without changing it. It also allows access to online accounts and computations through the internal portal user role View CT Returns. See COM254 for more information on portal user roles. AA and above.  
  Repayment / Reallocation Authoriser (Word 39KB) See COM251 for more information. O or above as nominated by senior office manager.
  Technical Caseworker (Word 94.5 KB) To deal with general technical caseworker duties in a CT Processing Office. This role includes most of the Clerical Caseworker functions. HO and above only.
  CT Co-ordinator To assist technical caseworkers in a CT Processing Office. This role includes a selection of the Technical Caseworker functions. O and above.
  Clerical Support  (Word 89KB)    
Clerical_Support.doc All clerical work as under Clerical Caseworker with the addition of:
  • work lists
  • AP structures. AA and AO.

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Central Agent Authorisation Team

Central Agent Team (Word 58.5 KB) A dual role used to assist:
  • the Central Agents Authorisation Team in updating company records with information from form 64-8 (Agent Authority)
  • Customer Contact advisors when dealing with telephone calls from companies. AA and above.    
           
      Maintain Agent (Word 38KB) To set up new agents records or make amendments to CT agents records. AA and above.