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HMRC internal manual

Self Assessment Manual

Returns: returns work lists: w054 weekly returns review: source exception (Action Guide)

Where there is an entry SOURCE EXCEPTION on the ‘Weekly Returns Review’ work list follow steps 1 - 6 below.

For details of how to access any of the SA functions, select ‘Index Of Functions’ on the left of the screen.

1. In function WORK LIST CASES
  * Select the entry that you want to work
  * Select the [View] button. You will be taken to function SELECTED CASE, to see all available details on the work item
  * Make a note of details, if required
2. Have the captured return to hand
3. Use function MAINTAIN SOURCES and note the source identity of each source. Where you are unable to correctly identify each source from the details displayed, use function MAINTAIN TRADE for each source
4. Use function SET UP TRADE where a new trading source is shown on the return, but has not yet been set up on the SA taxpayer record
5. Use function AMEND RETURN to
  * Enter the correct source reference where an incorrect reference has been entered or no reference has been entered
  * Select the Close and Exit option from the File Menu
  * If an error screen is displayed regarding total tax and NIC validation, select the ‘A’ key on the keyboard to accept the entry of total tax and Class 4 NIC (a red ‘A’ will then automatically prefix the box entry)
  * Save the changes as a correction to the return
6. Use function WORK LIST CASES or function SELECTED CASE to delete the work item from the work list, but only when all aspects that caused the item to be created have been cleared. Select the [Del] button