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HMRC internal manual

Debt Management and Banking Manual

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HM Revenue & Customs
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VAT into IDMS: Management Information Services (MIS)

IDMS monthly statistics are produced at the end of every calendar month. The VAT statistics will be provided using a combination of IDMS Local MIS, IDMS InfoNet Reports and the Analytics Database.

How to access

The C/W VAT work list will be used to manage VAT debts in IDMS.

Managers should be allocated the OFFICE MANAGER ROLE on IDMS to use MIS.

The OFFICE MANAGER ROLE allows a manager to access Management Information System (MIS), view Exception lists, set up a Manager Profile list and authorise access to remote Organisational Units.

For more detail on the OFFICE MANAGER ROLE see IDMSUG200605.

Using MIS

When a work item is set up on IDMS it will automatically default to one of the VAT Hopper OUs unless other rules apply (This content has been withheld because of exemptions in the Freedom of Information Act 2000)

Managers must ensure that all staff working VAT debts must be set up with the user role C/W VAT on IDMS.

For further details see IDMSUG200200.

Generally speaking when the VAT work item moves into IDMS and conditions and signals are set the work item will move to the caseworker (C/W) VAT user role and work list. Staff will be able to manage their work from this list. In certain circumstances, for example RLS work items will move to the RLS work list which will only be available in the Tracing OU.

Separate work lists are available for most user roles to show B/F’s that have expired as today or earlier.

If you want to know more about IDMS work lists, how you can view these, set profiles and filter and sort using these, seeIDMSUG300000.

When refining on a work list using the OFFICE MANAGER ROLE, to identify suspension codes or the VAT Registration status, the lists will show the numerical value used and not the meaning of that value as detailed below:

VAT Reg Status  
   
1. Ceased Trading
2 TOGC
3. Exemption
4. Reduced Turnover
5. Invalid/Duplicate
6. M/T
7. Group
8. TOGC to Group
9. Flat Rate scheme
   
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