DMBM231460 - Annual Balance: Debt Pursuit Offices: Completing Balance Statements: Disposal of unresolved discrepancy

The majority of this manual will be archived on 1 July 2024. If there is content within this manual you use regularly, email [email protected] to let us know.

If your Group Office tells you to stop looking for the discrepancy

  • leave the figures on form 45E showing the discrepancy in column 2
  • enter the amount of the discrepancy in the Balance Discrepancy box below column 2 of Section 2 Summary of Totals
  • if the total in column 1 exceeds the total in column 3 the entry should be minus
  • if the total in column 3 exceeds the total in column 1 the entry should be plus
  • enter ‘Balance discrepancy’ on the Charge side of the 45K(IT) at items 7-10, with the amount of the discrepancy in the money column with the sign reversed
  • enter the details in the Errors Book.

‘Payment Discrepancies’ file

The Higher Debt Manager should

  • keep a file headed ‘Balance Accounts - Payment discrepancies’
  • enter full details in the file
  • hold the file in the dual control press.

Top of page

Discrepancy resolved later

If you resolve the discrepancy

  • before the balance statements are sent to your Group Office
  • amend forms 45E and 45K(IT) to show the true position
  • after the balance statements have been sent to your Group Office
  • send a report to Revenue Losses and Balance team, DMOS, Shipley showing
  • the amount of the discrepancy at items 7-10 of the 45K(IT)
  • the amount of the discrepancy you have now resolved
  • the head of duty involved
  • details of the items to be corrected.

Until you receive instructions from Revenue Losses and Balance Team, DMOS, Shipley

  • do not amend any forms.