Level 1 and Level 2 User Roles
There are 2 different user roles, Level 1 and Level 2. The user
role will reflect your work task and will determine the functions
that you can use to perform your job.
If you are using Function AMEND APPLICATION or Function
AMEND EFFECTIVE DATE to make a change to a previous year (PY)
finalised award, the computer will
determine if you are a Level 1 or Level 2 user. If you are a Level
2 user, you must access the user role AMBS Auth S18 to make a
change to a PY finalised award.
If you are a
- Level 1 user, you will not be able to make a change that would
cause a potentially inappropriate refinalisation
- Level 2 user, you will be told that the change will cause a potentially inappropriate refinalisation. You will be allowed to go ahead if you have determined that the change can be authorised under S19, S20 or S21 after following the guidance in Establish If A Change Can Be Made
Both Level 1 and Level 2 users will be prevented from processing
a change between the
1st Specified Date and
2nd Specified Date if we are waiting for
actual income for a finalised year affected by the change. You will
need to obtain actual income for the relevant year before the
computer will allow you to process the change.
The Level 2 user role must only be allocated to users that
have had the necessary training to allow them to make a decision to
refinalise a PY award under Sections 19, 20 or 21 of the Tax Credit
Act 2002 or due to an appeal decision.
Your office manager will allocate
the user roles you will need to perform your job.
