Select a case from the index (
IHTM31112). From the
“Amend” menu at the top of the screen, select
“Estate”. This opens the Estate Details window.
From the Estate Details window, select the appropriate
The default is set at Entry A, NIOP, Standard.
You can use the buttons on the right to access the
appropriate records for
The Entry
To change the name of any Entries apart from the free estate
Entry A
The agent
To amend or delete (and re-enter a new agent if necessary)
the agent’s details
Any liable people
You do not have to include details of a liable person, unless
there is no agent or that person requests to receive copies of
assessments. In this case, you must indicate them as
“nominated” (to receive assessments).
If there is both an agent and a nominated liable person,
COMPASS will print two sets of assessments, one for each address.
Assets
To amend, add or delete the details of assets and liabilities
(
IHTM31132).
Reliefs
To amend, add or delete the details of reliefs and exemptions
(
IHTM31135).
