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HMRC internal manual

Self Assessment Manual

Manage work: access to records: clerical accounts office caseworker

The Clerical Accounts Office Caseworker user role provides access to all functions required for day to day working in Banking Operations. The operator with this role is generally responsible for

  • Maintaining the SA taxpayer record, including

    • Payments on account
    • Accounting details
  • Dealing with correspondence and payments received

The following table shows the functions linked to this role.

For details of how to access any of these functions, select ‘Index Of Functions’ on the left of the screen.

On accessing the function, system help is available to you at function, screen, field, and error message levels.

For ease of reference, the functions are grouped under the following sub-headings



Maintain Appeal


View Compliance History


Maintain Responsible Office

Retrieve UTR From D Ref


Maintain Return Summary


Amend EDP

Apply Surcharge

Clerical Reallocation

Maintain Payments On Account

Maintain Standover

Maintain Statement Inhibition

Maintain Sundry Charge

Maintain Surcharge

Trace Cheque Payment

Trace Non-cheque Payment

Transfer From OAS

Transfer From Overpaid Balance

Transfer From Taxpayer Credit

View Payment Details

View Repayment

View Statement

View Taxpayer Credits

View Transfer From OAS


Add/Amend Communication Name and Address

Amend Taxpayer Name and Address

Amend Taxpayer Signals

Amend Trust

Case Summary

Maintain Capacity

Maintain Capacity Summary

Maintain SA Notes

Maintain Sources

Maintain Time To Pay

Maintain Trade

Set Up Capacity Details

View Communication Name and Address

View Partners for Partnership

View Taxpayer Designatory Details

TP Agent

Amend Taxpayer’s Agent Details

Trace Agent

View Agent Details

View Taxpayer’s Agent Details