SAM72084 - Manage work: access to records: clerical reallocation officer - processing, recovery and technical offices
The Clerical Reallocation Officer is responsible for the reallocation of payments within a single taxpayer record.
The following list shows the functions linked to the role of Clerical Reallocation Officer. Access to the same functions is available in an office with processing, technical or recovery 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, functions are grouped under the following sub headings
Compliance
Returns
Statements
Taxpayer
Compliance
View Compliance History
Returns
Maintain Return Summary
Statements
Clerical Reallocation
Transfer from Taxpayer Credit
View Payment Details
View Repayment
View Statement
View Transfer from OAS
Taxpayer
Case Summary
Maintain SA Notes
View Taxpayer Designatory Details