SAM125231 - Returns: returns work lists: w057 review FSC from return amendment (Action Guide)
Where there is an entry on the ‘Review FSC from return amendment’ work list, follow steps 1 - 5 below.
This guide is presented as follows
Initial action - Steps 1 - 2
Freestanding Credit requires increasing - Steps 3 - 4
Freestanding Credit requires reducing - Step 5
Initial action {#}
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. Use function VIEW RETURN for the return year that you are reviewing
- View the return amendment
- View the previous version of the return
- Consider whether the Freestanding Credit from the Sch1B claim on the previous version now requires revision
Freestanding Credit requires increasing {#}
3. Where the Freestanding Credit from the previous version now requires increasing
- Calculate the additional relief due
- Create a further Freestanding Credit using function CREATE FREESTANDING CREDIT
- Make an appropriate SA NOTE
4. If a repayment has also been requested on the amendment, following creation of the Freestanding Credit and an overpayment is available on the SA record
- Create the repayment for issue in accordance with the customer’s repayment request using function ISSUE REPAYMENT FROM OVERPAID BALANCE
- Use function WORK LIST CASES or function SELECTED CASE to delete the work item
- Select the [DEL] button. The work item will be deleted
Freestanding Credit requires reducing {#}
5. Where the Freestanding Credit from the previous version now requires reducing
- Cancel the Freestanding Credit from the previous version of the return using function CANCEL FREESTANDING CREDIT
- Create a new Freestanding Credit in the revised amount using CREATE FREESTANDING CREDIT
Use function WORK LIST CASES or function SELECTED CASE to delete the work item
- Select the [DEL] button. The work item will be deleted
Note: If the Freestanding Credit from the previous version of the return has already been repaid, the above actions will create an over-repayment on the record