How to review, approve and inspect frozen filings
For your Pixie CRM team: Follow the Approvals → Review workflow in Pixie CRM to review, approve and inspect frozen filings.
Before you start
Required access: Review tax filings; Client/agent approval; Export or evidence access as applicable. The module must be enabled and its installed version ready for your workspace. Select the intended taxpayer, authority and period before changing a record.
How to review, approve and inspect frozen filings
- Open Review beside the intended frozen return.
- Inspect Validation register, Reconciliation register and Anomaly register. Resolve blocking issues; record an override only where the role and policy explicitly permit it, with its reason.
- Inspect the immutable snapshot and export its JSON if your role permits.
- Choose the appropriate taxpayer/client, accountant, agent or internal reviewer approval role and record approval against this exact snapshot.
- Review HMRC transmission & submission evidence, Transmission attempts and Authoritative submission records; open PDF filing receipt where available.
Controls and limits
- Required roles and maker/checker separation are enforced independently of menu visibility.
- An approval belongs to the frozen content. Changed source data, calculation or payload requires renewed checks and authorisation.
Check the result
Reopen the affected record and confirm the taxpayer, period, saved values and status. For external actions, inspect the actual authority acknowledgement or settlement evidence; a local saved or queued state is not acceptance.
If you cannot continue
Read the displayed validation or readiness message. Check the module version, role, source scope, authority, period and current approval evidence. If another person changed the record, refresh and review the current version. Give support the screen, error wording and correlation reference; keep passwords, one-time codes and tax identifiers out of public messages.