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HMRC internal manual

Self Assessment Manual

From
HM Revenue & Customs
Updated
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Manage work: work management: W025 fully captured/unlogged returns

From March 2015, existing and new worklist items will be cleared automatically.
Event

A work item is created when a fully captured return is unlogged.

Specific details

Other than details common or potentially common to all types of work item, the following specific details will be available

  • Return year

Allocation of responsibility

The work item is allocated to the office with processing responsibility for the taxpayer. Within that office, the item will be worked by an officer with the user role of Clerical Processing Manager.

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
  • NINO
  • 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 section ‘Returns Work Lists’, (SAM125061).