COM269 - COTAX Roles Index: Clerical Caseworker
Clerical 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
Main Menu
Taxpayer Update Sub-Menu
Sub Menu 1
Sub Menu 2
Review List 1 Sub - Menu
Review List 2 Sub - Menu
Review List 3 Sub - Menu
The contents of this user role are as follows:
Main Menu
| Function | Function Description |
|---|---|
| CRTN | Capture Rest of Return |
| DRTN | Display Return Details |
| LRTN | Log Return |
| TAXW | Taxpayer Work List |
| TRCT | Trace Taxpayer |
| TRCA | Transfer Case(s) |
| VPPD | View Payment and Posting Details |
| VTPR | View Taxpayer |
Taxpayer Update Sub-Menu
| Function | Function Description |
|---|---|
| ACAP | Add/Amend Acting in Capacity Details |
| ACNA | Amend Company Name / Address |
| ACOM | Amend Communication Details |
| ACTP | Amend CT Payer Details |
| AMAG | Add / Amend Agent |
| APER | Amend Periods of Responsibility |
| CCTP | Set up New Company |
| CNKC | Companies Not Known to COTAX |
| CRCL | Case Records Change List |
| NOTE | Case Notes |
Sub – Menu 1
| Function | Function Description |
|---|---|
| HAPP | Handle Appeal |
| MIPO | Record Manual Issue Payable
Order |
| RSUD | Cancel Suspension |
| TRAG | Trace Agent |
| VAPP | View Appeal |
| VWAG | View Agent |
Sub – Menu 2
| Function | Function Description |
|---|---|
| CINT | Compute Interest |
| DAPD | Display AP Details |
| DASS | Display Assessment 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 |
| RPEN | Request Reissue of Penalty Detmn. |
| RRAS | Request Reissue of Assessment |
| RSRR | Reissue Specified Period Notice |
| TPYT | Trace Payment |
Review List 1 Sub – Menu
| Function | Function Description |
|---|---|
| DRCV | Dormancy Review Case List - View Only |
| DIAW | Display Immediate Action Worklists |
| DRNV | Detmn. Reqd No Return Worklist - View Only |
| DWLS | Display Office Worklist Summary |
| LASO | Open Appeals and Informal Standovers List |
| LNTC | List of New and Transferred Cases |
| LPBV | Pot. Budget Change Cases List - VO |
| RRLS | Registered Office RLS List |
| RSAV | Record SA List - View Only |
| SADV | Self Asst Discrepancy List - VO |
Review List 2 Sub - Menu
| Function | Function Description |
|---|---|
| AAPV | Amend AP Worklist - View Only |
| CPYE | Cessations With A Payment List - View Only |
| CTCV | CT Capture Survey Data List - View Only |
| LCRV | List Cancelled Repayments - View Only |
| LOPV | Overpayments for Attn. List - View Only |
| LRLC | Returns Requiring Capture List |
| ORUV | Overpayments Requiring Urgent Review List View Only |
| PENV | Penalties For Review List - View Only |
| QPRV | Quarterly Payer Review List - View Only |
Review List 3 Sub - Menu
| Function | Function Description |
|---|---|
| AEFV | Amended E-filed List - VO |
| EFRL | E-Filed Returns List |
| LOSE | Ceased Cases With O/S Bal. List - View Only |
| MRPV | Manual Repayments List - View Only |
| PNAV | RLS Output For Issue List – View Only |
| REAV | Reallocs. For Authn. List - VO |