Background: real time information (RTI): enterprise tax management platform (ETMP) roles
The following roles are available from 15 October 2012.
|Return Display||Displays customer records including designatory and financial data and form bundles. Also creates and views notes.|
|Accounts View||Displays the Taxpayer Overview only without access to the more detailed functions. Also creates and views notes.|
|Return Processor||View and change all aspects of the customer record, including updating forms bundles to amend charges. Can trigger the issue of payslip books / covers. Also creates and views notes.|
|Return - Process Work Items||Provides the ability to view the Universal work list.|
|Return - Super User||Allows a user to change and manage permissions on the Organisational Structure that supports the Universal Work list.|
|Return - Advance Processor||Allows a user to create an Advance Payment to an employer.|
|Return - Approve Advance Request||Manager role to approve Advance Payments.|
|Return - Update Customer Record||Allows a user to view and update the customer record without access to the form bundles. Can view financial data. Also creates and views notes.|
|Raise Charge||Allows manual raising of a charge.|
|Manage Charge||Allows management of charges.|
|Accounts Administrator||Allows users to reset payments (so that they are not allocated to a charge) and post them. Provides ability to view and update customer data.|
|Payment Processor||Provides access to the Unallocated work list, providing a list of all credits on customers’ accounts that are not allocated.|
Note: Roles must only be allocated following the receipt of the appropriate training on ETMP and be relevant to the work being performed.