COM44061 - Case records: agents: set up and maintain records for agents (Action Guide)
To set up or maintain an agent鈥檚 details, consider steps 1 - 7聽below. The guide is presented as follows.
| Action | Steps |
|---|---|
Steps 1 - 4 |
|
Step 5 |
|
Step 6 |
|
Step 7 |
Set up new agent
1. 聽Use function TRAG (Trace Agent) to make sure the agent has not already been set up.
2. 聽If the agent has already been set up, use VWAG (View Agent) to check the agent details are correct.
3. 聽If the agents name, address or postcode have changed, go to step 5.
4. 聽If the agent has not already been set up,聽use function RNAG (Register New Agent) to set up a new agent鈥檚 record and聽inform the agent of their agent ID in writing as COTAX does not do so automatically.
Amend agent鈥檚 designatory details
5. 聽Use function TRAG (Trace Agent) to find the agent ID then聽function RAGE (Revise Agent) to amend the agent鈥檚聽name,聽address, postcode,聽RLS signal if appropriate and聽contact details.聽Enter the date from which the changes will become effective if the changes are notified in advance.
Agent ceases
6. 聽Use function TRAG (Trace Agent) to find the agent ID then聽function RAGE (Revise Agent) to record the date of cessatio
Ceased agent resumes trading
7. 聽Use function TRAG (Trace Agent) to find the agent ID then function RAGE (Revise Agent) to indicate that the agent has resumed trading.