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HMRC internal manual

Technical Teams Operational Guidance

Case closure: procedural matters: acceptance procedures: all cases

Where SA Technical responsibility is held, support staff will update SA records in accordance with instructions from the investigator. This may include:

  • updating SA charges in accordance with the settlement figures
  • informally discharging SA assessments made by SI and closing appeals
  • updating SA notes at the closure of SI enquiries. This is very important as SI does not have access to CQI and therefore SI enquiries are not reflected on the SA record.

Support staff will also:

  • transfer SA and CT responsibility to the originating office on instruction from the Investigator