COM151011 - CT Pay and File: assessments: functions
The table below tells you the function or functions to use in particular situations.
Situation | Function |
---|---|
To amend the company’s name and address and set or unset the RLS signal. Note: Company names and addresses are normally updated automatically by a data feed from Companies House. The company name and address on the COTAX record must always be the same as those held by Companies House | ACNA (Amend Company Name / Address) |
To enter a new agent, change of agent, client reference, period of responsibility, cessation of agent acting and receipt of form 64-8(New). | AMAG (Add / Amend Agent) |
To capture a CT return. | CRTN (Capture Return) |
To view details of an issued or draft assessment. | DASS (Display Assessment Details) |
To check details of a company’s AP record. | DAPD (Display AP Details) |
To amend the AP record and set up dormant and exempt periods. | MAPD (Maintain AP Dates) |
To stop COTAX repaying and / or reallocating money automatically and to set the clerical interest indicator (CII (Word 32KB)) for a particular AP. | MAPS (Maintain AP Signals) |
To stop COTAX repaying and / or reallocating money automatically, to or from any AP of a company. | MRSC (Maintain Repay / Realloc Signals (Company)) |
To make an assessment for a CT Pay and File AP showing only the sources of income and deductions that were shown on the return. | PASR (Prepare Assessment Based On Return) |
To prepare a full assessment for a CT Pay and File AP, including estimates, amendments, adjustments and recording the issue of a manual assessment. | PAST (Prepare Full Assessment) |
To make an estimated assessment for a CT Pay and File AP before the return is logged, reflecting only Case I or Case III profits and losses or unspecified total profits. | PEST (Prepare Estimated Assessment) |
To make or amend a penalty determination | PPEN (Prepare Penalty Determination) |
To change the Pursuit Status (Word 40KB) of an AP, set or unset the significant correspondence indicator, check next action and enter next action. | RAPP (Revise AP Pursuit) |
To reissue an assessment only when the original is returned RLS or was not received by the company. | RRAS (Request Reissue Of Assessment) |
To record a screening category for a CT Pay and File AP. | SRTN (Screen Return) |
To see on which work lists, if any, a particular company appears. | TAXW (Taxpayer Work Lists) |
To see details of charges, payments and repayments, and a summary of the accounting position for an AP. | VPPD (View Payment and Posting Details) |