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HMRC internal manual

Inheritance Tax Manual

Assessing: COMPASS: settlement cases: adding an Entry

When you create a new Entry (IHTM31242) , select the type of charge, either TYA (Ten Year Anniversary) or proportionate, using the drop-down menu in the Entry - Add window. The title of the Entry is the account number (0 to 25) in consecutive order.

If the Entry is for a proportionate charge, also include the date of the charge in the box below the charge type.

Where the charge is a TYA, COMPASS will automatically enter the date of the next TYA, calculated from the date of the settlement.