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HMRC internal manual

Compliance Handbook

How to do a compliance check: notebooks for compliance checks: using electronic or digital notebooks

You may use your HMRC tablet or Laptop to take notes during your compliance check or meeting with a customer providing you follow the detailed  Digital notes instructions.

You must always use Microsoft Word to type your notes and you must record information following guidance at CH203520.

At the end of the compliance check or meeting you must

  • save the Word document as a PDF document
  • upload the PDF document to Caseflow, the appropriate case management system or CAF within 24 hours of the end of the compliance check or meeting
  • delete both documents from your tablet or laptop.

If you need to add any further information about the compliance check or meeting, you must record this in a separate document, save it as a PDF and upload it to Caseflow, the appropriate case management system or CAF.

You must not use your tablet or laptop to make an audio or video recording of a compliance check or meeting with a customer see CH204520.