CISR63630 - Monthly return: log and capture monthly return: how to manually log a monthly return

| CISR63000 | Information contents | |—————————————————————————————————–|———————-|

Long route

  1. At the ‘identify customer’ window enter the following reference types.
  • Unique Taxpayer (UTR) or
  • Accounts Office (AO).

Always enter the AO reference if you have it, as well at the UTR if it is shown on the return.

(Note, the system remembers reference numbers already entered today, so you may only need to enter the first couple of digits)

  1. Under ‘contact’ use the drop-down menu to select ‘internal enquiry’. This disables the ‘channel’ drop-down box
  2. Select ‘OK’. This will take you to the ‘CIS main menu’ window

  3. Check the small box to the left-hand side of the scheme for which you wish to log a return, then select ‘Return capture – paper’. This will take you to the ‘Return Details’ window

  4. Enter the period of the return. You need to enter the month and year in the format mm / yyyy
  5. If necessary change the date of receipt. This will default to today’s date. You can enter a retrospective date but you cannot set a future date.
  6. Select ‘Type of return’ (pre-populated or manual)
  7. Select ‘Log only’ button. This will take you back to the CIS main menu.
  8. Place the return (with all enclosures) and any other returns also received in a TAXPOST DIRECT bag (or a polylope clearly marked in red ink ‘Taxpost Direct’) and send immediately to CT CIS Centre at the address given in CISR97070.

Shortcut route

  1. At the ‘identify customer’ window select ‘Paper Log and Capture’ button.
  2. This will take you to the ‘Return Details’ window
  3. Enter the Accounts Office reference number
  4. Enter the period of the return using the format mm / yyyy.
  5. If available, enter the UTR
  6. If necessary change the date of receipt. This will default to today’s date. You can enter a retrospective date but you cannot set a future date.
  7. Select ‘Type of return’ (pre-populated or manual)
  8. Select ‘Log only’ button. This will take you back to the ‘Identify Customer’ window.
  9. Place the return (with all enclosures) and any other returns also received in a TAXPOST DIRECT bag (or a polylope clearly marked in red ink ‘Taxpost Direct’) and send immediately to the CT CIS Centre at the address given in CISR97070.

Illegible references

If the UTR or AO reference shown on the return you are attempting to log is illegible or incorrect in any way (for example, an AO reference of 123PJ00123456 could be shown as123123456) enter ‘XXXX’ in the corresponding field.

This will trigger a ‘work item (WI)’. See CISR63080 for more information.