Chapter SAM110083
Published date | 08 April 2016 |
Record Number | SAM110083 |
Court | HM Revenue & Customs |
When a freestanding credit on the SA record is to be cancelled or amended, or the EDP of the credit is to be amended, follow steps 1 - 5 below. The guide is presented as follows
Cancelling a freestanding credit | Steps 1 - 3 |
Amending a freestanding credit | Steps 4 - 5 |
For details of how to access any of the SA functions, select ‘Index Of Functions’ on the left of the screen. For a list of ‘user roles’ see SAM72060.
Note: In cases where the repayment created by the credit has been made by Payable Order, before cancelling the Free Standing Credit, you should check if it has been cashed and if not request cancellation following the guidance at SAM110041. Then, when the PO has been cancelled and authority has been obtained to reissue the repayment, if appropriate, the credit can be cancelled and recalculated as necessary.
Cancelling a freestanding credit| 1. | Use function VIEW STATEMENT to | || | | * Select the statement showing the freestanding credit * Enter the line number on which the freestanding credit appears in the Select Line field, and * Select the [View] button. You will then be taken to function CANCEL FREESTANDING CREDIT | | 2. | In function CANCEL...
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