Manage work: work management: W011 review remission for cancellation
A work item is created when a remission is present on the SA record, and either
- A payment is received
- A transfer from OAS is made
- A new or increased balancing charge credit is createdThe remission may be appropriate for cancellation.
Other than details common or potentially common to all types of work item, no specific details will be available.
Allocation of responsibility
The work item is allocated to the Recovery Office for the taxpayer. Within that office, the item will be worked by an officer with the user role of Charge Remitter.
Frequency of review
It is recommended that this list is reviewed daily.
Updating of details
Until the work item is cleared, the following details held on the work item are updated by Work Management immediately the corresponding entry is updated on the taxpayer record
- Taxpayer name
- Employers reference (EMPREF) or Schedule D register number
Action to take on the work item
Advice on the action to take to clear the work item is available in the Debt Management & Banking Manual (DMBM).
Deletion of the work item
The work item is deleted automatically when the remission is cancelled. It should otherwise be deleted manually using function WORK LIST CASES or function SELECTED CASE, on completion of the necessary clerical action.