The assessment template is for use where you cannot raise
charges on COMPASS (
IHTM31014), or it is simpler to make a
separate assessment, such as in additional interest (
Template assessments are not automatically downloaded onto the SAGE system, so you must remember to update the accounting record ( IHTM31306) as appropriate.
Access the templates from the icons on your desktop for “Shortcut to Templ.exe” or “Shortcut to Tntassmt.exe” (in settlement cases).
Upon entering the template, you will be asked to
The form number you require will depend upon the type of charge, and whether you are assessing NIOP ( IHTM31012) or IOP. The next page contains a full list of the options.