RE3136 - How to recover tax and supplement which you have over-repaid: What to do if the claimant sends the refund to the District

Step	Action
1	Complete form 125 (see AD2020 - AD2025 for guidance). Complete an R97 (Payslip). If the taxpayer's remittance includes tax in local assessments as well as the amount over-repaid, put only the amount of the over-repayment on the R97 (payslip). Attach the form 125 to the R97 (Payslip). Mark the R97 (Payslip) in red: `Form 125 attached'. Send the remittance with the R97 (Payslip) and Form125 to FAO (Cashier) immediately.
2	Pass Form R97 to the RSO for action as above unless you have already done so.