TCM1000294 | How to send manually captured documents to the Document Management Team

Version 1.0

Changes to previous version - new guidance

Step 1

Link any new correspondence to the documents requested from storage

• place the correspondence behind the documents containing barcodes for the same tax year

• for each tax year the unmarked barcode must be placed so it is visible at the front of the plastic wallet

• each tax year should have one document that has a barcode without a line through it

• documents for each customer should be placed in separate wallets for each tax year

Note: If there has been retro work undertaken in one year only, for example 2006-2007, this should be filed under the tax year 2006-2007 even if the retro work was undertaken in 2009-2010. If however there has been retro work done on a number of successive years, for example 2006-2007, 2007-2008 and 2008-2009, these should all be filed together under the latest tax year.

Note: Any of the items retrieved from storage which have been unstapled must be re-stapled.

• place the wallets in a polylope along with the completed return slip (This content has been withheld because of exemptions in the Freedom of Information Act 2000)

Note: The return slip can be found on the back of the Transport Work Order sheet printed by Iron Mountain.

• send the polylope to the Document Management Team at the above address.