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HMRC internal manual

Debt Management and Banking Manual

From
HM Revenue & Customs
Updated
, see all updates

Customer contact and data security: telephone contact: noting the record after a telephone call

After finishing a telephone call it is vitally important that you record:

  • the name of the caller and their position
  • the address you verified if its necessary or there is more than one - the house number, first word of address and the postcode
  • the telephone number you have verified if there is more than one
  • who called
  • what verification checks you have completed
  • the nature of the call
  • any agreements made and
  • the next course of action, as appropriate.

(This content has been withheld because of exemptions in the Freedom of Information Act 2000) (This content has been withheld because of exemptions in the Freedom of Information Act 2000)

(This content has been withheld because of exemptions in the Freedom of Information Act 2000) DMBM513020(This content has been withheld because of exemptions in the Freedom of Information Act 2000)

(This content has been withheld because of exemptions in the Freedom of Information Act 2000) (This content has been withheld because of exemptions in the Freedom of Information Act 2000)