IHTM08136 - Closing cases: completing the file notes


On the file cover you must complete the following notes

  • File Status – enter “C” denoting closed, date and initial, but consider first whether a future claim (IHTM39040) or instalments ( IHTM30191) are appropriate
  • COMPASS ( IHTM31270)– date and initial the “Closed” box
  • Account Balanced ( IHTM08134)– Date and initial the next box
  • IHT 30 ( IHTM40010) – date the “Issued” box for the relevant entry