IHTM32093 - Progressing cases in Primary Compliance & Support (PC&S): the three month review

At three months the caseworker should ensure that the case is being progressed correctly. For example, you should check that the District Valuer/Shares and Assets Valuation have responded on time and we have made good use of the telephone to chase for outstanding information. At this stage you should complete box 1 on the PC&S1. You do not need to complete the checklist at this point, although you may find it helpful as a good reference guide.

You should set a further review date for 6 months (IHTM32094)