IHTM08134 - Closing cases: balance the account

Before you close the case you should ensure that we have received all of the tax and interest due, and repaid any excess money paid to us.

From COMPASS (IHTM31101) print the SAGE record and check that the receipts and assessments balance.

If the SAGE record does not balance you cannot close the case. If you experience problems in arriving at a balance consult the Cashiers and Accounts team.