SAM71160 - Manage work: work management: W056 partnership online amendments

Event

A work item is created when a partnership return has been amended online and successfully processed.

Specific details

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

  • Return year
  • Electronic Amendment Reason
  • Electronic Amendment Timestamp

 

Allocation of responsibility

The work items will be reviewed by the responsible Technical office who will then redirect the work item to the appropriate processing or clerical team.

Frequency of review

The Work List is to be worked as directed.

Updating of 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
  • Employer reference (EMPREF)

 

Action to take on the work item

Advice on the action to take to clear the work items is available in section ‘Returns Work Lists’, as follows

  • Partnership Online Amendments (SAM125220)
  • Partnership Online Amendments (AG) (SAM125221)

 

Deletion of the work item

The work items must be deleted manually.