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HMRC internal manual

Self Assessment Manual

HM Revenue & Customs
, see all updates

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


Clerical Reallocation

Transfer from Taxpayer Credit

View Payment Details

View Repayment

View Statement

View Transfer from OAS


Case Summary

Maintain SA Notes

View Taxpayer Designatory Details