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HMRC internal manual

Compliance Operational Guidance

Our Conduct and Behaviour: personal safety: record of appointments

When working away from the office you should

  • leave the details of the appointments with a colleague who is remaining in the office and record in Outlook, using the pre-visit checklist.

The information might include

  • name of the individual/company/employer or contractor
  • VAT registration number or tax reference
  • name of the person you are meeting
  • address and telephone number of place to be visited
  • appointment time
  • a mobile telephone number, if available.

Make sure you follow the local arrangements that managers have put in place for ensuring staff safety.