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HMRC internal manual

Self Assessment Manual

From
HM Revenue & Customs
Updated
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Manage work: work management: W028 repayments to be authorised or cancelled

Event

A work item is created when the automatic risk factors cause the repayment to be selected prior to issue for authorisation (or cancellation).

Specific details

Other than details common or potentially common to all types of work item, the following specific details will be available

  • Amount of repayment
  • Repayment serial number

Allocation of responsibility

The work item is allocated to the office with processing responsibility for the taxpayer. Within that office, the item will be worked by an officer with the user role of Repayment Authoriser (RALO).

Frequency of review

This list must be reviewed as directed.

Updating of details

Until the work item is cleared, the following details held on the work item are updated by Work Management immediately the corresponding entry is updated on the taxpayer record

  • Taxpayer name
  • NINO
  • Employers reference (EMPREF) or Schedule D register number

Action to take on the work item

Advice on the action to take to clear the work item is available in the section ‘Repayment Work Lists’, (SAM113071).

Deletion of the work item

The work item is deleted automatically when the [Cancel] or [Authorise] button in function VIEW REPAYMENT is used to cancel or authorise the repayment on the SA record. It cannot be deleted manually, using function WORK LIST CASES or function SELECTED CASE.