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HMRC internal manual

Self Assessment Manual

HM Revenue & Customs
, see all updates

Manage work: access to records: clerical processing manager

The Clerical Processing Manager in the office with processing responsibility is generally responsible for

  • Managing capture of details from SA returns
  • Unlogging fully captured returns
  • Dealing with work items appearing on the following work lists

    • ‘Unlogged / Fully Captured Returns’
    • ‘Sundry Charge Quality Check’
    • ‘Freestanding Credit Review’
    • ‘Inhibit Statements’
    • ‘Transfer To COP Security Review’
    • ‘Repayments for Quality Checks’
    • ‘Pensioner and Low Income Quality Review List’
  • Managing reviews of Work Lists

The following table shows the functions linked to the role of Clerical Processing Manager in an office with processing responsibility.

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


Maintain Compliance Signals

View Compliance History

View Compliance Summary


Maintain Responsible Office


Amend Return

Create Return Charge

Maintain Return Profile

Maintain Return Summary

Unlog Return

View Return


Cancel Freestanding Credit

View Payment Details

View Repayment

View Statement

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 Partner

Maintain SA Notes

Maintain Sources

Maintain Trade

Set Up Capacity Details

View Communication Name and Address

View Taxpayer Designatory Details

TP Agent

Amend Taxpayer’s Agent Details

Taxpayer New Agent Details

Trace Agent

View Agent Details

View Taxpayer’s Agent Details


Immediate Action Work Lists

Office Work List Summary

Operator Work List Summary

Taxpayer Work List