IHTM08100 - New accounts: review dates


Having written out to the taxpayer the file will need to wait for their response.

On the file cover, under “BU Dates”, you should enter the date that is 28 days after the date your letter is issued. Next to this date record “C” (in Belfast the suffixes “M/S” or “memo” may have been used in the past) to indicate a correspondence reminder will then be required. Place your initials next to this.

On the file cover, you should enter

  • under “BU Dates”, the date 3 months after the date when the case was set up on Compass, for a caseworker review
  • under “Review”; the date 6 months after the date when the case was set up on COMPASS ( IHTM31101), for a manager review