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

The majority of this manual will be archived on 1 July 2024. If there is content within this manual you use regularly, email hmrcmanualsteam@hmrc.gov.uk 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).