SAM72078 - Manage work: access to records: clerical caseworker - technical office
The Clerical Caseworker user role provides access to all functions required for day to day working in an office with technical responsibilities. The operator with this role is generally responsible for
- Dealing with correspondence
- Maintaining designatory details on the SA taxpayer record
- Dealing with work items appearing on the ‘Potential Transfer Cases’, Outstanding Debt and/or Return and Returns Review Work Lists
- Creating and maintaining sundry charges on the SA taxpayer record
- Setting and maintaining compliance signals required as a result of third party information
The following list shows the functions linked to the role Clerical Caseworker in an office with technical responsibilities.
For details of how to access any of these functions, select ‘Index Of Functions’ on the left of the screen.
On accessing the function, system help is available to you at function, screen, field, and error message levels.
For ease of reference, the functions are grouped under the following sub-headings
Appeals
Compliance
Office
Returns
Statements
Taxpayer
TP Agent
Work
Appeals
Maintain Appeal
Compliance
Maintain Compliance Signals
View Compliance History
View Compliance Summary
Office
Maintain Responsible Office
Retrieve UTR from D Reference
Returns
Amend Fixed Penalties
Create Return Charge
Maintain Return Profile
Maintain Return Summary
View Return
Statements
Apply Surcharge
Create Sundry Charge
Maintain Statement Inhibition
Maintain Sundry Charge
Maintain Surcharge
View Payment Details
View Statement
View Taxpayer Credits
Taxpayer
Add/Amend Communication Name and Address
Amend Taxpayer Name and Address
Amend Taxpayer Signals
Amend Trust
Case Summary
Maintain Capacity
Maintain Capacity Summary
Maintain Partner
Maintain SA Notes
Maintain Sources
Maintain Trade
Set Up Capacity Details
View Communication Name and Address
View Partners For Partnership
View Taxpayer Designatory Details
TP Agent
Amend Taxpayer’s Agent Details
Taxpayer New Agent Details
Trace Agent
View Agent Details
View Taxpayer’s Agent Details
Work
Immediate Action Work Lists
Office Work List Summary
Operator Work List Summary
Taxpayer Work List