Add Appeal
The 'Add Appeal' functionality enables administrators to log paper/letter appeals online that have been received in the post.
To begin adding the appeal, select the date the paper/letter appeal was received from TAS.
Select from the dropdown list the form category for the appeal type received and click begin.
The user will be redirected to the Submit Appeal flow for the form type selected.
Add NAO1 (SS) Appeal Type
To Submit a NAO1 (SS) Appeal navigate through the following online steps;
About
Shared step NAO1 (SS/CM/HMRC)
- To upload the Mandatory Reconsideration Notice, click 'Add Files.'
- To select the date the Mandatory Reconsideration Notice was sent, click 'Pick a Date.'
- Select the name of the benefit you are appealing about from the dropdown list.
- Click 'Next' to proceed.
Note
List populated from entries in the 'Appeal Types' list
Appellant
Shared step NAO1 (SS/CM/HMRC)
- Select the Appellant title from the dropdown list
- Enter First Name, Surname, National Insurance Number, Daytime Phone Number, Mobile Phone Number and Email into the associated text boxes.
- To select the appellant's DOB, click 'Pick a Date.'
- To select the appellants Address, click 'Select,' use the post code lookup or enter the address manually.
- Click 'Next' to proceed.
Grounds
Shared step NAO1 (SS/CM/CR/HMRC/HSC)
- Using the free text box, enter grounds for appeal.
- To upload supporting evidence, click 'Add Files.'
- Click 'Next' to proceed.
Time
Shared step NAO1 (SS/CM/CR/HMRC/HSC)
- Select Yes or No using the radio buttons to answer 'Is your appeal late?'
- If 'No,' click 'Next' to proceed
- If 'Yes,' using the additional free text box and file upload button displayed advise why the appeal is late.
- Click 'Next,' to proceed.
Other Party
Custom step NAO1 (SS)
- Select Yes or No using the radio buttons to answer 'Are you appealing against a joint claim for Universal Credit?'
- If 'No,' click 'Next' to proceed.
- If 'Yes,' using the additional fields displayed on screen, input other party details.
- Click 'Next,' to proceed.
Appointee
Shared step NAO1 (SS/CM/HMRC)
- Select Yes or No using the radio buttons to answer 'Have you been officially appointed to act for the appellant?'
- If 'No,' click 'Next' to proceed
- If 'Yes,' using the additional fields displayed on screen, input appointee details.
- Click 'Next,' to proceed.
Representative
Shared step NAO1 (SS/CM/CR/HMRC/HSC)
- Select Yes or No using the radio buttons to answer 'Do you have a representative?'
- Enter Name of organisation, Daytime Phone Number, Mobile Phone Number, Email and Representative's Ref Number into the associated text boxes.
- Select Yes or No using the radio buttons to answer 'Do you know the name of your representative?'
- If 'No,' continue
- If 'Yes,' using the additional fields displayed on screen, input representative name.
- To select the representative's Address, click 'Select,' use the post code lookup or enter the address manually.
- Click 'Next,' to proceed.
Authorisations
Shared step NAO1 (SS/CM/CR/HMRC/HSC)
- Using the checkboxes, tick the authorisation statements as desired.
- Click 'Submit.'
Add NAO1 (CM) Appeal Type
To Submit a NAO1 (CM) Appeal navigate through the following online steps;
About
Shared step NAO1 (SS/CM/HMRC)
Appellant
Shared step NAO1 (SS/CM/HMRC)
Grounds
Shared step NAO1 (SS/CM/CR/HMRC/HSC)
Time
Shared step NAO1 (SS/CM/CR/HMRC/HSC)
Appointee
Shared step NAO1 (SS/CM/HMRC)
Representative
Shared step NAO1 (SS/CM/CR/HMRC/HSC)
Authorisations
Shared step NAO1 (SS/CM/CR/HMRC/HSC)
Add NAO1 (CR) Appeal Type
To Submit a NAO1 (CR) Appeal navigate through the following online steps;
About CR
Custom step NAO1 (CR)
- Select your role in the compensation recovering process using radio buttons
- To upload the Mandatory Reconsideration Notice, click 'Add Files.'
- To select the date the Mandatory Reconsideration Notice was sent, click 'Pick a Date.'
- Click 'Next' to proceed.
Injured Person
Custom step NAO1 (CR)
- Select the injured person's title from the dropdown list
- Enter First Name, Surname, National Insurance Number, Daytime Phone Number, Mobile Phone Number and Email into the associated text boxes.
- To select the injured person's DOB, click 'Pick a Date.'
- To select the injured person's Address, click 'Select,' use the post code lookup or enter the address manually.
- Click 'Next' to proceed.
Compensator
Custom step NAO1 (CR)
- Enter Organisation name, Phone Number and Email into the associated text boxes.
- To select the compensator's Address, click 'Select,' use the post code lookup or enter the address manually.
- Click 'Next' to proceed.
Grounds
Shared step NAO1 (SS/CM/CR/HMRC/HSC)
Time
Shared step NAO1 (SS/CM/CR/HMRC/HSC)
Representative
Shared step NAO1 (SS/CM/CR/HMRC/HSC)
Authorisations
Shared step NAO1 (SS/CM/CR/HMRC/HSC)
Add NAO1 (HMRC) Appeal Type
To Submit a NAO1 (HMRC) Appeal navigate through the following online steps;
About
Shared step NAO1 (SS/CM/HMRC)
Appellant
Shared step NAO1 (SS/CM/HMRC)
Grounds
Shared step NAO1 (SS/CM/CR/HMRC/HSC)
Time
Shared step NAO1 (SS/CM/CR/HMRC/HSC)
Appointee
Shared step NAO1 (SS/CM/HMRC)
Representative
Shared step NAO1 (SS/CM/CR/HMRC/HSC)
Authorisations
Shared step NAO1 (SS/CM/CR/HMRC/HSC)
Add NAO1 (HSC) Appeal Type
To Submit a NAO1 (HSC) Appeal navigate through the following online steps;
About HSC
Custom step NAO1 (HSC)
- To select the date the of the Certificate of HS Charges, click 'Pick a Date.'
- To upload a copy of the Certificate of HS Charges , click 'Add Files.'
- To upload proof of payment, click 'Add Files.'
- Click 'Next' to proceed.
Waiver
Custom step NAO1 (HSC)
- Using the checkboxes, tick the waiver decision you are appealing against.
- Click 'Submit.'
Grounds
Shared step NAO1 (SS/CM/CR/HMRC/HSC)
Time
Shared step NAO1 (SS/CM/CR/HMRC/HSC)
About Person
Custom step NAO1 (HSC)
- Select the person's title from the dropdown list
- Enter First Name, Surname, National Insurance Number, Daytime Phone Number, Mobile Phone Number and Email into the associated text boxes.
- To select the person's DOB, click 'Pick a Date.'
- To select the person's Address, click 'Select,' use the post code lookup or enter the address manually.
- Click 'Next' to proceed.
Representative
Shared step NAO1 (SS/CM/CR/HMRC/HSC)
Authorisations
Shared step NAO1 (SS/CM/CR/HMRC/HSC)
Save Appeal
Before an appeal can be saved all mandatory fields on screen must be completed.
To save an inprogress appeal, click the 'Save' button at the bottom of the screen.
This will redirect the user, to the 'Proxy In Progress Appeals' tab on the left hand menu. Please see Proxy In Progress Appeals User Guide
