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HMRC internal manual

Self Assessment Manual

From
HM Revenue & Customs
Updated
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Repayments: repayment work lists: w028 repayments to be authorised or cancelled work list (Action Guide)

When reviewing entries on the ‘Repayments To Be Authorised Or Cancelled’ work list follow steps 1 - 7 below as appropriate. The guide is presented as follows

  Steps 1 - 5
   
  Step 6
  Step 7

For details of how to access any of the SA functions, select ‘Index Of Functions’ on the left of the screen.

Initial action

1. In function WORK LIST CASES
   
  * Select the entry you want to work
  * Select the [View] button. You will then be taken to SELECTED CASE to see all the available details on the work item
2. In function SELECTED CASE
  * Select the [OK] button. You will be taken to function CASE SUMMARY
3. In function CASE SUMMARY
  * Select the [Statements] button. You will then be taken to function VIEW STATEMENT
  * (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) SAM110001(This content has been withheld because of exemptions in the Freedom of Information Act 2000) SAM113001(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)
4, In function VIEW STATEMENT
  * Determine the statement that contains the repayment
  * Enter the line number on which the repayment appears in the Select Line field, and
  * Select the [View] button. You will then be taken to function VIEW REPAYMENT which will enable you to view details of that repayment
5. If the repayment has been selected for security checks, carry out detailed security checks in accordance with the R400 guidance
  The next action will depend on whether or not you are satisfied with the repayment details

Repayment authorisation

6. If the repayment details are correct the repayment must be authorised
   
  * Select the [Authorise] button in function VIEW REPAYMENT
  * Enter your secondary password
  * The work item will be deleted automatically

Repayment cancellation

7. If the repayment details are incorrect the repayment must be cancelled
   
  * Select the [Cancel] button in function VIEW REPAYMENT
  The work item will be deleted automatically.