SAM71132 - Manage work: work management: W041 manual statement issue

Event

A work item is created when a statement cannot be issued automatically because it is too large to be printed.

Specific details

Other than details common or potentially common to all types of work item, the following specific details will be available

• Statement issue date

Allocation of responsibility

The work item is allocated to the office with processing responsibility for the taxpayer. Within that office, the item will be worked by an officer with the user role of Clerical Processing Officer.

Frequency of review

This list must be reviewed as directed.

Updating details

Until the work item is cleared, the following details held on the work item are updated by Work Management immediately the corresponding entry is updated on the taxpayer record

• Taxpayer name
• NINO
• Employers reference (EMPREF) or Schedule D register number

Action to take on the work item

Advice on the action to take to clear the work item is available in the section ‘Statement Issue’, (SAM131071).

Deletion of the work item

The work item is not deleted automatically. It should be deleted manually using function WORK LIST CASES or function SELECTED CASE, on completion of the necessary clerical action.