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

HMRC internal manual

Tax Credits Manual

From
HM Revenue & Customs
Updated
, see all updates

How to access a work list and establish the reason for a work list item

Version 2.0

Changes to previous version - amended guidance

Step 1

On the ‘Function Menu’

  • select ‘Worklists’ on the toolbar
  • select ‘Maintain’ from the options available. You will be taken to the ‘Maintain Worklist’ screen
  • select the relevant work list from the ‘Worklist Type’ field

Note: Your manager will be able to provide you with the relevant work list details and Management Unit (MU) number.

  • select the relevant MU from the ‘Management Unit’ field. All the work items for that MU and work list will be displayed.

If you also need to find out the reason for a work list item, go to .

Step 2

On the relevant work list

  • select the relevant work list item
  • select ‘Details’. You will be taken to the ‘Worklist Entry Details’ screen where more details of the selected work list item will be displayed
  • check the ‘Reason’ field to establish the reason for the work list item.