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DMBM524620 | Debt and return pursuit: CIS: in-year and end-of-year process: roles and access

From HM Revenue & Customs · Debt Management and Banking Manual

The majority of this manual will be archived on 1 July 2024. If there is content within this manual you use regularly, email [email protected] to let us know.

Roles and access for Debt Management offices

You will continue to use either the user roles Pursuit Manager or Pursuit Officer to access CIS. You will use:

  • Pursuit Officer, to Record Contact History and Free Format Notes

  • Pursuit Manager, to:

  • Record Contact History and Free Format Notes

  • maintain Return Period Exemption (setting and un-setting) see DMBM524555

  • maintain penalty inhibitions (setting and un-setting) see DMBM524557

  • re-send End of Year Totals (Employer Data Exception Unit only).