SAM125231 - Returns: returns work lists: w057 review FSC from return amendment (Action Guide)

Where there is an entry on the ‘Review FSC from return amendment’ work list, follow steps 1 - 5 below.

This guide is presented as follows

Initial action - Steps 1 - 2
Freestanding Credit requires increasing - Steps 3 - 4
Freestanding Credit requires reducing - Step 5

Initial action {#}

1. In function WORK LIST CASES

  • Select the entry that you want to work
  • Select the [VIEW] button. You will be taken to function SELECTED CASE, to see all available details on the work item
  • Make a note of details, if required

2. Use function VIEW RETURN for the return year that you are reviewing

  • View the return amendment
  • View the previous version of the return
  • Consider whether the Freestanding Credit from the Sch1B claim on the previous version now requires revision

Freestanding Credit requires increasing {#}

3. Where the Freestanding Credit from the previous version now requires increasing

  • Calculate the additional relief due
  • Create a further Freestanding Credit using function CREATE FREESTANDING CREDIT
  • Make an appropriate SA NOTE

4. If a repayment has also been requested on the amendment, following creation of the Freestanding Credit and an overpayment is available on the SA record

  • Create the repayment for issue in accordance with the customer’s repayment request using function ISSUE REPAYMENT FROM OVERPAID BALANCE
  • Use function WORK LIST CASES or function SELECTED CASE to delete the work item
  • Select the [DEL] button. The work item will be deleted

Freestanding Credit requires reducing {#}

5. Where the Freestanding Credit from the previous version now requires reducing

  • Cancel the Freestanding Credit from the previous version of the return using function CANCEL FREESTANDING CREDIT
  • Create a new Freestanding Credit in the revised amount using CREATE FREESTANDING CREDIT

Use function WORK LIST CASES or function SELECTED CASE to delete the work item

  • Select the [DEL] button. The work item will be deleted

Note: If the Freestanding Credit from the previous version of the return has already been repaid, the above actions will create an over-repayment on the record