COM265 - COTAX roles index: Tech caseworker
Tech 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
Taxpayer Sub – Menu
Agent/Appeals Sub – Menu
Returns Sub - Menu
Assessing Sub - Menu
Overpayments Sub – Menu
Display Sub – Menu
Penalties Sub – Menu
1st Review List Sub – Menu
Main Menu
| Function | Function Description |
|---|---|
| DIAW | Display Immediate Worklists |
| DWLS | Display Worklist Summary |
| TAXW | Taxpayer Worklist |
Taxpayer Sub - Menu
| Function | Description |
|---|---|
| ACAP | Add/Amend Capacity Details |
| ACNA | Amend Company Name & Address |
| ACOM | Amend Communication Details |
| ACTP | Amend CT Payer Details |
| AMAG | Add/Amend Agent |
| APER | Amend Period of Responsibility |
| CCTP | Create Taxpayer |
| CNKC | Companies Not Known To COTAX |
| CRCL | Case Records Changes List |
| MAPD | Maintain AP Dates |
| MAPS | Maintain AP Signals |
| NOTE | Case Notes |
| TRCA | Transfer Case(s) |
| TRCT | Trace CT Taxpayer |
| VTPR | View Taxpayer |
Agent/Appeals Sub – Menu
| Function | Function Description |
|---|---|
| HAPP | Handle Appeal |
| LASO | Open Appeals and Informal Standovers List |
| RSUD | Cancel Suspension |
| TRAG | Trace Agent |
| VAPP | View Appeal |
| VWAG | View Agent |
Returns Sub - Menu
| Function | Function Description |
|---|---|
| AEFL | Amend E-Filed List |
| ARTA | Amend Returned Tax Amount |
| CRTN | Capture Rest of Return |
| CSVY | Capture CT Survey Data |
| DRTN | Display Return Data |
| EFRL | E-Filed Returns List |
| LRLC | Returns Requiring Capture List |
| LRTN | Log Return |
| RDAC | Record Filing Date Adjustment |
| SRTN | Screen Return |
| RSRR | Reissue Specified Period Notice |
| URTN | Unlog Return |
Assessing Sub - Menu
| Function | Function Description |
|---|---|
| DASS | Display Assessment Details |
| DRNR | Determination Required No Return List |
| LPBC | Potential Budget Change Cases List |
| PASR | Prepare Assessment Based on Return |
| PAST | Prepare Full Assessment |
| PEST | Prepare Estimated Assessment |
| PNAR | Pyts. For APs Cleared NAR/NDR List |
| RAMA | Record/Amend Assessment |
| RECB | Record Amounts Carried Back |
| RINF | Record Informal Discharge |
| RRAS | Request Reissue of Assessment |
| RSAW | Record Self Assessment List |
| SADL | Self Assessment Discrepancy List |
| Function | Function Description |
|---|---|
| DIRR | Direct Repayment |
| DSET | District Set Off |
| LCRP | Cancelled / Rejected Repayments List |
| LOPD | Overpayments List |
| MIPO | Record Manually Issued Payable Order |
| MRPL | Manual Repayments List |
| MRSC | Maintain Rept / Reall (Co) Signals |
| ORUR | Overpayments Requiring Urgent Review List |
| REOD | Direct Reallocation Out Of COTAX |
| REWD | Direct Reallocation Within COTAX |
| SREP | Stop Repayment |
Display Sub - Menu
| Function | Function Description |
|---|---|
| CINT | Compute Interest |
| DAPD | Display AP Details |
| DINT | Display Interest Computation |
| DPEN | Display Penalty Determination |
| DPER | Display Specified Periods |
| DPUR | Display Pursuit Action |
| DSUS | Display Suspension History |
| RINT | Repayment Interest Calculation |
| TPYT | Trace Payment |
| VPPD | View Payment and Posting Details |
Penalties Sub - Menu
| Function | Function Description |
|---|---|
| MPEN | Maintain Penalty Signals |
| PENR | Penalties Requiring Review List |
| PPEN | Prepare Penalty Determination |
| RPEN | Request Reissue of Penalty Detmn |
1st Review List Sub - Menu
| Function | Function Description |
|---|---|
| AAPR | Amend Accounting Period List |
| CPYT | Payments After Cessation List |
| CTCS | CT Capture Survey Data List |
| DRCL | Dormancy Review Case List |
| LNTC | List of New and Transferred Cases |
| LOSB | Ceased Cases with Outstanding Balance List |
| QPRW | Quarterly Payer Review List |
| RRLS | Registered Office RLS List |