COM255 - COTAX roles index: COTAX user roles: AO Caseworker
AO Caseworker
After selecting this user role on your entry into COTAX, you are presented with the main menu screen, from which you can:
- Elect to enter a sub–menu
- If you know the function code, go directly to the function you require
The contents of this user role are as follows
Main Menu Screen- Menu Description
Reallocation / Repayment Sub - Menu
Taxpayer / Agent Sub - Menu
Pursuit Sub – Menu
Work List Sub – Menu
Display Sub – Menu
Reallocation/Repayment Sub – Menu
| Function | Function Description |
|---|---|
| CNPO | Cancel Payable Order |
| DREP | Direct Repayment |
| LCRT | Cancelled Repayment List |
| MIPO | Record Manually Issued Payable Order |
| REAI | Direct Reallocation into COTAX |
| REAO | Direct Reallocation out of COTAX |
| REAW | Direct Reallocation within COTAX |
| RINT | Repayment Interest Calculation |
Taxpayer/Agent Sub-Menu
| Function | Function Description |
|---|---|
| ACNA | Amend Company Name & Address |
| ACOM | Amend Communication Details |
| ACTP | Amend CT Payer Details |
| NOTE | Case Notes |
| TRAG | Trace Agent |
| TRCT | Trace CT Taxpayer |
| VTPR | View Taxpayer |
| VWAG | View Agent |
Pursuit Sub - Menu
| Function | Function Description |
|---|---|
| AEDP | Amend Effective Date of Payment |
| CINT | Compute Interest |
| IINT | Issue Interest Statement |
| RAPP | Revise AP Pursuit |
| RMIC | Raise Manual Interest Charge |
| RSUS | Record/Amend Suspension |
| RTPP | Revise Taxpayer Pursuit |
| TPYT | Trace Payment |
Work List Sub - Menu
| Function | Function Description |
|---|---|
| ABAD | Abroad Recovery Cases List |
| CDIW | Credit Interest Work List |
| CIIW | Clerical Interest Indicator Worklist |
| DIAW | Display Immediate Action Worklists |
| DWLS | Display Office Worklist Summary |
| LCRT | Cancelled Repayment List |
| LCWC | Cases Working Clerically List |
| LOPU | Overpayments Review List |
| LSUP | Payments in Suspense List |
| PURL | Prolonged Pursuit Cases List |
| TAXW | Taxpayer Worklist |
Display Sub - Menu
| Function | Function Description |
|---|---|
| DAPD | Display AP Details |
| DASS | Display Assessment Details |
| DINT | Display Interest Computation |
| DPEN | Display Penalty Determination |
| DPUR | Display Pursuit Action |
| DRTN | Display Return Data |
| DSUS | Display Suspension History |
| VAPP | View Appeal |
| VPPD | View Payment and Posting Details |