This part of GOV.UK is being rebuilt – find out what beta means

HMRC internal manual

Self Assessment Manual

Manage work: access to records: worklist manager - technical office

The Worklist Manager in an office with technical responsibility is responsible for

  • Monitoring the work state of the office through the use of ‘WORK’ online functions, in particular OFFICE WORK LIST SUMMARY


  • Dealing with work items appearing on the ‘Inhibited Statements’ work list

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


View Compliance History

View Compliance Summary


Maintain Responsible Office


Maintain Return Summary


View Statement


Amend Taxpayer Signals

Case Summary

Maintain SA Notes

View Taxpayer Designatory Details


Immediate Action Work Lists

Office Worklist Summary

Operator Worklist Summary

Taxpayer Work List