TCM0152060 - Notes - recording and viewing: Application Notes and Household Notes - correct completion (Info)

The accurate completion of notes will help keep colleagues in other teams or offices informed and help them deal with any follow up enquiries or actions.

For accountability, a note must always be recorded. If notes aren’t correctly completed, cases will fail quality checks and this may have an adverse affect on accuracy figures.

It’s only possible to enter Household Notes on a post-award case. If the case you’re working on is still at pre-award stage, you must enter any information in Application Notes. Follow the guidance in TCM0152040.

When creating a new note, you must start your entry in the free format field on the Add Note screen in Function MAINTAIN HOUSEHOLD NOTES. Start your note in the first space on the first line. This is because the first 30 characters in this field form the preview of the note on the Maintain Household Notes screen.

The effective date you use must be the date the change or amendment actually happened or the date you were notified of the change. If it isn’t possible to use any of the above dates, then the date the correspondence was received or the tax year the note relates to must be used to prefix the note. Depending on your access, you may be able to record retained notes.

The ability to access Function MAINTAIN HOUSEHOLD NOTES will be determined by your user role and the function you are accessing the notes from.

There is an Action Guide for this subject, select TCM0152080 to access it