Manage work: access to records: clerical reallocation officer - processing, recovery and technical offices
The Clerical Reallocation Officer is responsible for the reallocation of payments within a single taxpayer record.
The following table shows the functions linked to the role of Clerical Reallocation Officer. Access to the same functions is available in an office with processing, technical or recovery responsibilities.
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, functions are grouped under the following sub headings
View Compliance History
Maintain Return Summary
Transfer from Taxpayer Credit
View Payment Details
View Transfer from OAS
Maintain SA Notes
View Taxpayer Designatory Details