SAMUPDATE100402 - Recent changes to this guidance

Below are details of the amendments that were published on 02 April 2010 (see the update index for all updates).

Section	Details of update
SAM71040	Lists in the network - Change in title to work list W052 - now SA/PAYE auto-coding exceptions.
SAM71050	Management information - Change in title to work list W052 as above and addition of new work list W059 ‘Online return rejections’.
SAM71060	Managing work lists - Addition of work lists W052 and W059 to list.
SAM71154	W052 daily returns review - SA/PAYE auto-coding exceptions - Title of work list changed and content rewritten.
SAM71163	W059 online return rejections - New subject.
SAM90010	Deceased cases - ‘Nominated HO or Manager’ section re-positioned.
SAM120001	Return issue: introduction - To clarify what supplementary pages are stocked by the Orderline and details of a letter that must be sent if the return is for CY-3 or earlier.
SAM120010	Automatic annual bulk issue - Self employed income limit amended to £68,000 and note to clarify what additional supplementary pages can be provided by the Orderline.
SAM120020	Criteria for issue of short tax return - Self employed income limit amended to £68,000.
SAM120041	Issuing returns other than at bulk issue (Action Guide) - Note at step 2 amended to clarify that a letter should be sent if issuing a return for CY-3 or earlier.
SAM120070	New commencement cases - To clarify what supplementary pages are stocked by the Orderline and details of a letter that must be sent if the return is for CY-3 or earlier.
SAM120071	New commencement cases (Action Guide) - At step 4 where supplementary pages for CY-3 or earlier are required, issue a letter directing the taxpayer to their local office or HMRC Internet site.
SAM121001	Individuals returns: introduction - Self employed income / land and property income limit amended to £68,000.
SAM121031	Logging individuals’ returns (Action Guide) - At step 6 - multiple years’ returns for the same case should be logged and captured together.
SAM121141	Unsolicited returns: individuals (Action Guide) - At step 18 - send SEES letter SA650.
SAM121260	Unsatisfactory individuals returns - Self employed income / land and property income limit amended to £68,000.
SAM121261	Unsatisfactory individuals returns (Action Guide) - New steps 5, 6 and 7.
SAM121268	Auto-coding - New subject.
SAM121515	Individuals’ returns: processing the information - To process returns for the same UTR in chronological order.
SAM125030	W053 daily returns review: INT / ADC / PAYE CIC - Paragraph inserted to advise that from 6 April 2010 no new cases will populate the list. Any existing work items will remain until worked.
SAM125040	W052 daily returns review - SA/PAYE auto-coding exceptions - Title of work list changed and content rewritten.
SAM125041	W052 daily returns review - SA/PAYE auto-coding exceptions (Action Guide) - Title of work list changed and content rewritten
SAM125161	W049 short tax return rejections (Action Guide) - Reference made at step 24 to SAM127001 on how to view the scanned image of a short tax return.
SAM125211	W055 failed online amendments (Action Guide) - At step 14 - clarification that Amendment Timestamp shows the date of receipt.
SAM125240	W059 online return rejections - New subject.
SAM125241	W059 online return rejections (Action Guide) - New Action Guide.
SAM127001	Returns processed by HMRC Netherton: introduction - Self employed income / land and property income limit amended to £68,000 and instructions added on how to view scanned image.