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HMRC internal manual

Self Assessment Manual

Manage work: access to records: enquiry officer - processing office

The Enquiry Officer in an office with processing responsibility is responsible for making enquiries into SA returns.

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, functions are grouped under the following sub headings



Maintain Appeal


Add/Amend Annual Compliance Details

Amend Return for Enquiry

Create Informal Discharge

Create Return Charge for Enquiry

Create Revenue Assessment

Maintain Compliance Signals

View Compliance History

View Compliance Summary

View Return for Enquiry


Maintain Responsible Office

Retrieve UTR from D Reference


Amend Return

Create Return Charge

Maintain Return Summary

View Return


Amend Relevant Dates

Create Sundry Charge

Issue Repayment From Overpaid Balance

Maintain Informal Discharge

Maintain Revenue Assessment

Maintain Sundry Charge

View Payment Details

View Statement


Amend Taxpayer Name and Address

Amend Taxpayer Signals

Case Summary

Maintain Partner

Maintain SA Notes

Maintain Sources

Maintain Trade

View Partners for Partnership

View Taxpayer Designatory Details

TP Agent

View Taxpayer’s Agent Details


Immediate Action Work Lists

Office Worklist Summary

Operator Worklist Summary

Taxpayer Work List