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HMRC internal manual

Inheritance Tax Manual

HM Revenue & Customs
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Assessing: COMPASS: viewing your records: amend menu

Selecting ‘amend’ from the main toolbar will give you a number of drop-down options. You can use these to view the record and make various amendments

Designatory You can view and amend details about the deceased
Compliance You set-up and maintain your ERS record (IHTM29101) through this function
Estate (Also accessed through the house icon at the top of the screen) In this section of COMPASS you can create and amend details of the estate’s Entries, assets, liabilities, reliefs, exemptions and agents and liable persons’ details.