Notes - recording and viewing: Household Notes - establishing dates of non-retained notes (Info)
Use this guidance to decide which event date and which effective date to set when you’re using Function MAINTAIN HOUSEHOLD NOTES.
Function MAINTAIN HOUSEHOLD NOTES can hold three years of Household Notes. At the end of each tax year, the oldest set of notes is archived automatically by the computer.
Household Notes will appear in each tax year in chronological order by the event date.
Note: The event date is the date the note was entered on the computer and will always be the same as the creation date. The effective date must be before the actual text of the note.
You must decide the effective date. The effective date to use must be the date the change or amendment actually happened or the date you were notified of the change. If it isn’t possible to use any of the above dates, then the date the correspondence was received or the tax year the note relates to must be used to prefix the note.
Note: Each business area entering Household Notes will have individual requirements and must decide the appropriate dates to use.
Deciding the effective date
The effective date will always be before the actual message you are entering in Household Notes.
The effective date must be
- the date the change or amendment actually happened
- the date you were notified of the change
If it isn’t possible to use any of the above dates, then the date the correspondence was received or the tax year the note relates to must be used to prefix the note - for example, ‘021007 AT - S17 Notice as not served referral sent’.
Note: If you’re entering a standardised message with the code at the end of the message, you won’t be able to prefix the message with an effective date. In these cases, you must enter the effective date at the end of the standardised message after the code.
Note: The Household Note must convey the action you have taken - for example, ‘031007 Complaint Correspondence received or 2004/05 System Estimated Income amended by CR2222’.