TCM1000038 | How to refer a case to the International Claims IN team

From HM Revenue & Customs · Tax Credits Manual

Version 1.0

Changes to previous version - new guidance.

Step 1

On the ‘Function Menu’

select ‘Worklists’ from the toolbar
select ‘Maintain’. You will be taken to the ‘Maintain Worklist’ screen
select the relevant ‘Worklist Type’ drop down menu
select the relevant MU from the ‘Management Unit’ drop down menu
select ‘Sort Filter’. You will be taken to the ‘Sort and Filter Worklist Entries’ screen
select ‘REFERENCE’ from the drop down list under ‘filter 1’
enter the customer’s NINO into the ‘From Value’ field
enter the customer’s NINO into the ‘To Value’ field
select ‘OK’. You will be taken to the ‘AMBS - Maintain Worklist’ screen
select the case
select ‘Transfer’. You will be taken to the ‘Transfer Worklist Entry’ screen
enter the MU you are transferring the case to
select ‘OK’.