»Ê¹ÚÌåÓýapp

Function VIEW COMPLIANCE SUMMARY shows the enquiry status for each tax year. If there is no enquiry for the tax year the status will appear as ‘NONE�.

Where there is, or has been, an enquiry for the tax year, the entry will show

• »Ê¹ÚÌåÓýapp enquiry type, that is, S9A or S12AC
• Whether the enquiry for the tax year is OPEN, PRESENT or CLOSED

Note: ‘OPENâ€� or ‘PRESENTâ€� indicates the enquiry is underway for the tax year. ‘CLOSEDâ€� is shown where the enquiry has been settled for the tax year, that is, a settlement date has been entered on the SA record. »Ê¹ÚÌåÓýapp enquiry signal cannot be set in the SA system. »Ê¹ÚÌåÓýapp enquiry status flows over from Caseflow and SA reflects what is set there.

»Ê¹ÚÌåÓýapp following entries may appear on an SA record type of individual or trust

• S9A OPEN
• S9A CLOSED
• S9A OPEN / S12AC PRESENT
• S9A OPEN / S12AC CLOSED
• S9A CLOSED / S12AC PRESENT
• S12AC PRESENT

Note: »Ê¹ÚÌåÓýappre is not an indicator to deal with a situation where a S12AC enquiry is closed and there has been no S9A enquiry for that tax year. In this case the enquiry status on the partner’s SA record will, on settlement of the S12AC enquiry, change from ‘S12AC PRESENTâ€� to ‘NONEâ€�

»Ê¹ÚÌåÓýapp following entries may appear on an SA record type of partnership

• S12AC OPEN
• S12AC CLOSED