How it works · HMRC Business Rates

Manage connected VOA casework.

The HMRC Business Rates workspace brings clients, claimed properties, messages, checks and challenges into a single account dashboard.

Explore the workflow Back to overview

Open your valuation account

Open HMRC portal from CRM or CCA client service from VOA Link. The dashboard shows the connected account, the time its saved data was updated and the available casework sections.

1
Open the connected service from CRM or VOA Link.
2
Check that the correct account is shown.
3
Choose Clients, Properties, Messages, Checks or Challenges.

Review clients and property links

Use Clients and Properties to inspect appointed clients and claimed properties. Property claims outstanding provides a view of claims awaiting a decision.

1
Find the client and relevant property.
2
Review the property link and claim status.
3
Open the property to continue its available workflow.

Continue a draft check or challenge

The dashboard separates draft checks and draft challenges from existing cases. Choose the relevant draft and complete the guided review before submitting.

1
Open Your draft checks or Your draft challenges.
2
Select the draft for the correct property and rating list.
3
Review the information and evidence at each step.
4
Review the final submission details before submitting.

Follow checks and challenges

Checks and Challenges show existing cases and their latest status. Use the case views to identify work that needs attention.

1
Choose Checks or Challenges.
2
Use the available status filter to focus the list.
3
Open the relevant case and review its details.

Read VOA messages

Your messages gives access to secure correspondence from the Valuation Office. CRM also displays an alert when new VOA messages are available.

1
Open Messages or the new-message alert in CRM.
2
Read the relevant correspondence.
3
Follow the required action in the related case.

Keep CRM case references connected

CRM administrators can review HMRC source updates and resolve unmatched items. This keeps case-reference review close to the records it affects.

1
Review the HMRC source report in CRM.
2
Check the case, property and rating list before resolving a match.
3
Verify the references and dates on the affected case.

See the workflow with your team.

Request a walkthrough focused on the casework you manage.

Request a demo