RM1016 | RA action: When claim is signed: claims reference for District quoted

Where a claims reference for your District is shown on the form

• attach a note to any vouchers which were stamped with a District date stamp before you saw them. The note should say `already stamped’. Sign and date the note

• cancel any other vouchers received with the claim (RM1020)

• return any documents received with the claim (RM1024) but see RM1572 where the taxpayer is deceased and probate, confirmation or letters of administration have been received.

• go to RM2000 and register the claim.

IF THE CLAIM FAILS TO REGISTER UNDER THE REFERENCE QUOTED OR THERE IS NO REFERENCE QUOTED

When you use RC to register a claim under the reference quoted on the claim form you may get the error message NO CLAIMS RECORD UNDER THIS REFERENCE

• use TI to find any reference on NTS.

Where TI shows a claims reference for your District

• attach a note to any vouchers which were stamped with a District date stamp before you saw them. The note should say `already stamped’. Sign and date the note

• cancel any other vouchers received with the claim (RM1020)

• return any documents received with the claim (RM1024) but see RM1572 where the taxpayer is deceased and probate, confirmation or letters of administration have been received

• go to RM2000 and register the claim.

If TI shows a reference for another District or a PAYE or Schedule D reference for your District

• write `Priority’ at the top of your covering memo

• quote the reference shown on TI

• send the claim to the District shown on TI

• send form 41A-2 to the claimant.

If there is no reference on the claim or on TI

• refer the claim to the allocation officer

• when you receive a reply see RM1028.

IF ANY OTHER REFERENCE IS QUOTED

If any other reference is shown on the form

• send the claim to the correct District or section

• send a form 41A-2 to the claimant.