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

HMRC internal manual

Tax Credits Manual

From
HM Revenue & Customs
Updated
, see all updates

How to update Application Notes when working from a work list

Version 1.0

Changes to previous version - new guidance.

Step 1

Note: All messages must include the date, the action, any letters or forms sent, your team, your location and your initials.

Note: Always use the Standardised Messages, where appropriate.

Note: Only use abbreviations from the HMRC standard abbreviations list. Use ‘Abbreviations’ on TCM0320040.

If you’re on the ‘Maintain Worklist’ screen

  • select the relevant work list item
  • select ‘File’ on the toolbar
  • select ‘Next Function’ from the options. You’ll be taken to ‘Select Next Function’ screen
  • select ‘Manage Ver Failures’. You’ll be taken to the ‘Manage Verification Failures’ screen
  • go to .

If you’re on the ‘Manage Verification Failures’ screen

  • select ‘Navigate’ on the toolbar
  • select ‘Amend Application Corrections’ from the options available. You’ll be taken to the ‘Capture Application’ screen
  • go to .

If you’re on any other screen

  • select ‘Sm’ on the toolbar. You’ll be taken to the ‘Summary Information’ screen
  • go to .

Step 2

On the ‘Summary Information’ screen.

If there is enough room in the ‘Application Notes’ field for your message

  • make sure there is a full stop at the end of the last message
  • start your message immediately after the full stop
  • enter your message, including the four-digit code if it is a Standardised Message
  • select ‘OK’. You’ll be taken to the ‘Manage Verification Failures’ screen
  • select ‘Yes’. When the message ‘This will re-submit the application for processing and save changes made on this window. Do you wish to proceed’? displays
  • select ‘Yes’. Your message will be saved in the ‘Application Notes’ field and you’ll be taken to the ‘Maintain Worklist’ screen.

If there isn’t enough room in the ‘Application Notes’ field for your message, go to .

Step 3

To make room for your message in the ‘Application Notes’ field, make sure all the existing messages are written using the standard abbreviations list and amend any if necessary.

If there is now enough room for your message in the ‘Application Notes’ field

  • make sure there is a full stop at the end of the last message
  • start your message immediately after the full stop
  • enter your message, including the 4 digit code if it is a Standardised Message
  • select ‘OK’. You will be taken to the ‘Manage Verification Failures’ screen
  • select ‘Yes’. When the message ‘This will re-submit the application for processing and save changes made on this window. Do you wish to proceed’? displays
  • select ‘Yes’. Your message will be saved in the ‘Application Notes’ field and you’ll be taken to the ‘Maintain Worklist’ screen.

If there still isn’t enough room for your message in the ‘Application Notes’ field

  • print off the ‘Summary Information’ screen
  • send the screen print to storage. Follow the guidance in TCM0074140 
  • delete any messages in the ‘Application Notes’ field except for any Manual Capture (QN), Compliance (UZ) and Complex (II) messages
  • enter the message

‘Previous messages at Stores’ and include in the message your office, initials, location and today’s date DD/MM/YY

  • make sure there is a full stop at the end of the last message
  • start your message immediately after the full stop
  • enter your message, including the four-digit code if it is a Standardised Message
  • select ‘OK’. You’ll be taken to the ‘Manage Verification Failures’ screen
  • select ‘Yes’. When the message ‘This will re-submit the application for processing and save changes made on this window. Do you wish to proceed’? displays
  • select ‘Yes’. Your message will be saved in the ‘Application Notes’ field and you’ll be taken to the ‘Maintain Worklist’ screen.