IHTM31135 - Assessing: COMPASS: making amendments: reliefs and exemptions

Select the ‘Relief � button from the ‘Estate Details� (IHTM31131) to open the Reliefs window.

For COMPASS purposes, reliefs includes exemptions. You can apply a relief against either:

  • an assessment group, or
  • an individual asset.

Adding a relief or exemption

You can create a new relief or exemption and attach it to a group or asset by selecting from the two dropdown menus.

  • select the ‘Addâ€� button and then select the appropriate type of relief from the list of options.
  • Enter the correct amount of relief in the left box and press =.
  • You should always include the relief as an absolute amount and do not use the proportion option. Leave it at 100%.
  • Record whether the additional relief or exemption should be recorded on ERS (IHTM29012).
  • select ‘OKâ€� to save your changes and exit the screen.

Amending an existing relief or exemption

Select the appropriate relief or exemption from the list on the ‘Reliefs� window and then select the ‘Update� button.

Either:

  • enter the amendment in the left-hand box and select + or - to adjust the existing figure, or
  • enter the new figure in the left-hand box and select = to replace the existing amount.

Remember to update ERS, if necessary.