IHTM31113 - Viewing your records: Case Summary

The Case Summary is a full page synopsis of the COMPASS ( IHTM31101) and ERS ( IHTM29101) record.

Case details

The top of the window gives brief identification details of the case event and the allocated caseworker

Notes

PC&S caseworkers use this box as part of their file management to record important events on a case, such as valuation referrals, amendments and phone calls. This is used in conjunction with the file notes as part of the file management.

Assessments

Scroll down the box to find records of all the assessments raised on the case, by date, assessment number and status (raised/issued/paid/repaid). You can use the option box to include withdrawn assessments in the list.

Double click on a record to open the full assessment record.

SAGE

The brief details show you the total amounts assessed and received, and an “at a glance” note of the balance. To view the full SAGE ( IHTM31851) record, click on the SAGE Trans button.

Compliance

In this box you can see the total compliance yield ( IHTM29107) so far recorded.

Designatory

This box records two dates

• date of receipt, ( IHTM31102) the date stamped on form IHT400 by the postroom, or, for excepted estates, the date of grant/confirmation;
• tax agreed, ( IHTM29074) the date you are satisfied with the information provided and have agreed or accepted the values returned and, if necessary, have issued final calculations.