Chapter SAM100290
| Published date | 08 April 2016 |
| Record Number | SAM100290 |
| Court | HM Revenue & Customs |
| Issuer | HM Revenue & Customs |
A view facility is available within SA. This may be used to view details of any taxpayer who has an SA record, even though responsibility for that record may not be within your office.
You should only view a taxpayer’s SA record if there is a business need to do so.
Function CASE SUMMARY allows you to view general details of the taxpayer’s SA record. It also permits access to a range of other functions covering all aspects of the taxpayer’s SA record.
You should decide, from the list of functions, which computer functions to use to view different aspects of the taxpayer record.
Whilst carrying out your day to day work you may receive a message which says ‘Your Office is not responsible’ when trying to view an SA record. Where this happens, select Taxpayer Business Service (TBS) and enter the Unique Taxpayer Reference (UTR) into the ‘Trace Taxpayer’ box and the message you receive will then determine the action you need to take.
You will see one of the following message or screens:-
| A | A view facility is available within SA. This may be used to view details of any taxpayer who has an SA record, even though responsibility for that record may not be within your office. |
You should only view a taxpayer’s SA record if there is a business need to do so.
Function CASE SUMMARY allows you to view general details of the taxpayer’s SA record. It also permits access to a range of other functions covering all aspects of the taxpayer’s SA record.
You should decide, from the list of functions, which computer functions to use to view different aspects of the taxpayer record.
Whilst carrying out your day to day work you may receive a message which says ‘Your Office is not responsible’ when trying to view an SA record. Where this happens, select Taxpayer Business Service (TBS) and enter the Unique Taxpayer Reference (UTR) into the ‘Trace Taxpayer’ box and the message you receive will then determine the action you need to take.
| You will see one of the following message or screens:- | ||
| A view facility is available within SA. This may be used to view details of any taxpayer who has an SA record, even though responsibility for that record may not be within your office. |
You should only view a taxpayer’s SA record if there is a business need to do so.
Function CASE SUMMARY allows you to view general details of the taxpayer’s SA record. It also permits access to a range of other functions covering all aspects of the taxpayer’s SA record.
You should decide, from the list of functions, which computer functions to use to view different aspects of the taxpayer record.
Whilst carrying out your day to day work you may receive a message which says ‘Your Office is not responsible’ when trying to view an SA record. Where this happens, select Taxpayer Business Service (TBS) and enter the Unique Taxpayer Reference (UTR) into the...
To continue reading
Request your trial