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HMRC internal manual

Self Assessment Manual

Manage work: access to records: payment processor - recovery and technical office

The Payment Processor in an office with recovery or technical responsibilities is generally responsible for

  • Dealing with payments received
  • Creating and maintaining sundry charges on the SA taxpayer record
  • Maintaining accounting details, including payments on account, on the SA taxpayer record

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



View Compliance History


Maintain Responsible Office


View Return


Create Freestanding Credit

Create Sundry Charge

Maintain Payments On Account

Maintain Sundry Charge

Trace Cheque Payment

Trace Non-cheque Payment

Transfer From Overpaid Balance

Transfer From Taxpayer Credit

View Payment Details

View Statement

View Transfer From OAS


Amend Taxpayer Name and Address

Amend Taxpayer Signals

Case Summary

Maintain SA Notes

Maintain Sources

Maintain Trade

View Partners for Partnership

View Taxpayer Designatory Details

TP Agent

Amend Taxpayer’s Agent Details

Taxpayer New Agent Details

Trace Agent

View Taxpayer’s Agent Details