IHTM31137 - Making amendments: deleting an Entry or assessment group

You can delete an Entry ( IHTM31011) at any time, but you can only delete an IOP assessment group ( IHTM31012) if no assessments have been raised on it.

Highlight the Entry in the Entry block, or the assessment group in the appropriate block of the Estate Details window.

• Click on the Delete button.
• Confirm that you want to delete the Entry/assessment group.

Shortcut

From the Case Outline window,

• click on the relevant record and drag it to the dustbin icon at the foot of the window

or

• click on the relevant record with the right hand mouse button and select the delete option from the menu.

Consequences

All of the records of assets, liabilities and reliefs will be deleted. You will not be able to raise any further assessments.

Although the Entry or assessment group will not appear on the case outline, you will not be able to use the same letter or number again when you set up further records. For instance, if you delete Entry C, and subsequently add a new Entry, that will be Entry D.