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

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Long route

  1. At the 鈥榠dentify customer鈥� 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 鈥榗ontact鈥� use the drop-down menu to select 鈥榠nternal enquiry鈥�. This disables the 鈥榗hannel鈥� drop-down box
  2. Select 鈥極K鈥�. This will take you to the 鈥楥IS main menu鈥� window

  3. Check the small box to the left-hand side of the scheme for which you wish to log a return, then select 鈥楻eturn capture 鈥� paper鈥�. This will take you to the 鈥楻eturn Details鈥� 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鈥檚 date. You can enter a retrospective date but you cannot set a future date.
  6. Select 鈥楾ype of return鈥� (pre-populated or manual)
  7. Select 鈥楲og only鈥� 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 鈥楾axpost Direct鈥�) and send immediately to CT CIS Centre at the address given in CISR97070.

Shortcut route

  1. At the 鈥榠dentify customer鈥� window select 鈥楶aper Log and Capture鈥� button.
  2. This will take you to the 鈥楻eturn Details鈥� 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鈥檚 date. You can enter a retrospective date but you cannot set a future date.
  7. Select 鈥楾ype of return鈥� (pre-populated or manual)
  8. Select 鈥楲og only鈥� button. This will take you back to the 鈥業dentify Customer鈥� 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 鈥楾axpost Direct鈥�) 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 鈥榅XXX鈥� in the corresponding field.

This will trigger a 鈥榳ork item (WI)鈥�. See CISR63080 for more information.