COM42160 - Case records: maintaining case records: abbreviations to use in COTAX notes

Common abbreviations are used to make sure that COTAX notes you make using function NOTE (Case Notes) are short and informative. The following table shows the agreed abbreviations.

Reason for note	Note to be made	Date to be included
Company has requested their UTR.	UTR req - ltr issd	None
Company has requested a payment reference.	Pmt ref req	None
You have established that the company is dormant.	Co dorm	None
You have changed the AP structure.	Req Amend APs	to [new ape]
You have been advised that a new agent is acting and have requested a 64-8.	Adv new 64-8 needed	None
You have received a new communication address.	ACOM upd	None
Company has not received an issued repayment and you have referred the case to a band O.	Repay not recd	None
Company has been dissolved. If shown on Companies House record, enter the date in ACTP. If not, make a note.	Co disslvd	Struck off date
Company has not received a CT41G.	CT41G reissued per ACTP	None
Company has not received a PIN and you have contacted the OSH.	Online PIN not recd	None
Reallocation of misallocated payment requested between APs and you have advised the CT Unit Cumbernauld.	Req Realloc pmt	None
Company has requested a Certificate of Residence.	CoR	None
Company is pursuing ESC C16 application and you have referred the case to an HO.	ESC C16	None
Company has requested a Tax Compliance Certificate and you have referred the case to a band O.	Tax Comp Cert	None
Loss carry-back claim received and you have referred the case to a band O or requested claim in writing.	Loss c/b	from [ape] to [ape]
Terminal loss relief claim received that you have passed to an HO.	Term loss relief	from [ape] to [ape]
Group relief claim that you have referred to an HO, or Accounts Office if it is a group payments case.	Group relief
Company has appealed in writing against a late filing penalty.	Pen appeal	[ape]
Company has asked why HMRC has objected to striking off.	Query s/off obj
Company has problems with online filing and you have passed the case to a band O, an HO or OSH.	Online filing problems	[ape of return being filed]
Company is pursuing a S458 relief claim and you have referred the case to an HO.	S458 relief	[ape]
Tax is due, company cannot pay in full and you have telephoned DMB.	TTP	[ape]
Tax is becoming due, company cannot pay in full and you have telephoned BPSS.	TTP	[ape]
Company has requested a filing date extension and you have referred the case to a band O.	Filing ext req	[ape]
You have received a liquidation clearance request and you have referred the case to a band O.	Liq’n clearance req	None