SAM125231 - Returns: returns work lists: w057 review FSC from return amendment (Action Guide)

Where there is an entry on the ‘Review FSC from return amendment’ work list, follow steps 1 - 5 below.

This guide is presented as follows

Initial action - Steps 1 - 2
Freestanding Credit requires increasing - Steps 3 - 4
Freestanding Credit requires reducing - Step 5

Initial action

1.  Open SA and Clerical Processing Officer for the OUID that you are working

Select

  • Work
  • Worklist sub menu
  • WO57 review FSC from return amendment
  • case
  • Select the [VIEW] button. You will be taken to function SELECTED CASE, to see all available details on the work item
  • Make a note of details, if required

2.  Use function VIEW RETURN for the return year that you are reviewing

  • View the return amendment
  • View the previous version of the return
  • Consider whether the Freestanding Credit from the Sch1B claim on the previous version now requires revision

Freestanding Credit requires increasing

3.  Where the Freestanding Credit from the previous version now requires increasing

  • Calculate the additional relief due
  • Create a further Freestanding Credit using function CREATE FREESTANDING CREDIT
  • Make an appropriate SA NOTE

4.  If a repayment has also been requested on the amendment, following creation of the Freestanding Credit and an overpayment is available on the SA record

  • Create the repayment for issue in accordance with the customer’s repayment request using function ISSUE REPAYMENT FROM OVERPAID BALANCE
  • Use function WORK LIST CASES or function SELECTED CASE to delete the work item
  • Select the [DEL] button. The work item will be deleted

Freestanding Credit requires reducing

5.  Where the Freestanding Credit from the previous version now requires reducing

  • Cancel the Freestanding Credit from the previous version of the return using function CANCEL FREESTANDING CREDIT
  • Create a new Freestanding Credit in the revised amount using CREATE FREESTANDING CREDIT

Use function WORK LIST CASES or function SELECTED CASE to delete the work item

  • Select the [DEL] button. The work item will be deleted

Note: If the Freestanding Credit from the previous version of the return has already been repaid, the above actions will create an over-repayment on the record