SAM100290 - Records: set up taxpayer record: view taxpayer facility
A view facility is available within SA and may be used to view details of any taxpayer who has an SA record, even where responsibility does not sit within your office.
You should only view a taxpayer’s SA record where there is a business need to do so.
Function CASE SUMMARY allows you to view general details of the taxpayer’s SA record and access a range of other functions covering all aspects of the taxpayer’s SA record.
Select the appropriate computer functions depending upon what aspect of the record you need to view.
If, during your day to day work you receive the message ‘Your Office is not responsible’ when attempting to view an SA record, select Taxpayer Business Service (TBS) and enter the Unique Taxpayer Reference (UTR) into the ‘Trace Taxpayer’ box. The resulting message or screen will determine the action required.
You will see one of the following message or screens:-
A.
‘Access denied. (This content has been withheld because of exemptions in the Freedom of Information Act 2000)
This indicates that the SA record is a ‘Secure and Sensitive case’. (This content has been withheld because of exemptions in the Freedom of Information Act 2000)
B.
TBS shows the case with name/address details and 'SA Live' displayed.
(This content has been withheld because of exemptions in the Freedom of Information Act 2000)
C.
TBS shows the case with name/address details and 'SA Dormant' displayed.
(This content has been withheld because of exemptions in the Freedom of Information Act 2000)
D.
‘No record found’ or ‘No record found matching the SA UTR’
(This content has been withheld because of exemptions in the Freedom of Information Act 2000)
(This content has been withheld because of exemptions in the Freedom of Information Act 2000)
- (This content has been withheld because of exemptions in the Freedom of Information Act 2000)
- (This content has been withheld because of exemptions in the Freedom of Information Act 2000)
- (This content has been withheld because of exemptions in the Freedom of Information Act 2000)
- (This content has been withheld because of exemptions in the Freedom of Information Act 2000)
(This content has been withheld because of exemptions in the Freedom of Information Act 2000)