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HMRC internal manual

Self Assessment Manual

Manage work: work management: W053 daily returns review - electronic return cases

Event

A work item is created when the captured return shows the return has been captured electronically for a taxpayer with PAYE income.

Specific details

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

 

 

  • Return year
  • And as appropriate
  • Coding (integrity) check

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 Work List should be reviewed as directed.

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
  • Employer 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 section ‘Returns Work Lists’, (SAM125020).

Deletion of the work item

The work item should be deleted manually once it has been reviewed.