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HMRC internal manual

Self Assessment Manual

Manage work: access to records: repayment authoriser

The Repayment Authoriser in an office with processing responsibility is responsible for pre and post repayment checks, including dealing with work items appearing on the following work lists

  • ‘Repayments to be Authorised or Cancelled’
  • ‘Post Repayment Check’

The following table shows the functions linked to this role.

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

On accessing the function, system help is available to you at function, screen, field, and error message levels.

For ease of reference, the functions are grouped under the following sub-headings



Maintain Appeal


View Compliance History

View Compliance Summary


Maintain Responsible Office


Compose New Secondary Password


Maintain Return Summary

View Return


Authorise Selected Repayments

Cancel Draft Repayment

Cancel Selected Repayments

Confirm Cancelled Repayment

Confirm Manual Repayment

View Payment Details

View Repayment

View Statement


Case Summary

Maintain SA Notes

View Taxpayer Designatory Details


Immediate Action Work Lists

Office Work List Summary

Operator Work List Summary

Taxpayer Work List