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Cancelling a repayment on the SA record does not necessarily stop the repayment from being issued. Before cancelling a repayment on the record you must first confirm at what stage the repayment is at within the repayment process.

Where the status of the repayment is shown as 'Draft', 'Selected' or 'Authorised', the repayment can be cancelled because it has not yet been transmitted to the SA Repayment System (Repayment Clump) for issue.

Where the status of a repayment is shown as 'Transmitted' or 'Issued', you must not cancel the repayment on the SA record because at this stage it is too late to recall the repayment.

Payable Orders

Where a repayment has been made by payable order and the status of the repayment is shown as 'Issued', follow guidance at Cancelling a Payable Order/Repayment.

If the payable order has been cashed, you must not cancel the repayment on the SA record. Any over-repayment must be recovered from the taxpayer by amending the return or by using the DRIER procedures, whichever is appropriate.

Cancelling the repayment

Only certain user roles have access to the relevant function to cancel a repayment depending on the status of the repayment and these are as follows