Manage work: work management: W035 manual issue of review form 575
A work item is created when the ‘Return to Husband’ signal is set on the taxpayer record at the time the automatic selection process is run. This is an ‘SA Breadwinner Wife’ case.
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 Officer.
Frequency of review
The majority of work items on this list will be created following automatic selection process in February, and should be cleared in time for issue of forms 575 on the first working day after 5 April.
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’s 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 section ‘Returns Work Lists’, (SAM125111).
Deletion of the work item
The work item is not deleted automatically. It should be deleted manually using function WORK LIST CASES or function SELECTED CASE, on completion of the necessary clerical action.