Beta This part of GOV.UK is being rebuilt – find out what beta means

HMRC internal manual

Tax Credits Manual

How to check or update the PAD notes

Step 1

If you are in an open record, go to Step 2.

If you are not in an open record, go to Step 3.

Step 2

On the ‘CPT’ desktop screen

  • select the ‘POca Control Panel’
  • select ‘View Worklist’. You will be taken to the ‘View Worklist’ screen
  • select the record you are working on
  • select ‘open New PAD’
  • go to Step 4.

Step 3

In Microsoft Excel

  • select ‘SEES’ on the toolbar
  • select ‘xmls Forms’ from the options available
  • select ‘National’
  • select ‘POca Request’ from the options available
  • select ‘OK’. You will be taken to the ‘PAD’ main screen
  • go to Step 4.

Top of page

Step 4

If you are checking the PAD notes

  • read the notes entered in the PAD notes box
  • take no further action

If you are updating the PAD notes

  • select the PAD notes box
  • enter the standardised message or update followed by your initials
  • click the ‘Save’ macro button at the top left corner of the PAD. You will be taken to the POca Worklist.
  • click the ‘Show Open’ macro and double click on the case you are working
  • click the ‘Archive’ macro
  • take no further action.