Managing claims
August 2023 updates: what you need to know
We've updated everything about how you enter project details and costs to make sure that you can prepare claims that have all of the required information, in the right format, to fill out HMRC's Additional Information Form, which is mandatory for all ...
Managing renewals
Access the workflow dashboard and view renewals, you must be logged into the WhisperClaims system using either: The user to which the clients are allocated, or An account that has access to view All clients & claims If you need to view claims for ...
Deleting a claim
You cannot directly delete a claim from the WhisperClaims system but if you want to remove a claim from the list of claims you can access, you can archive the claim. Archiving the claim removes the claim from view but does not remove the claim ...
Duplicating a claim
If you know that you have an existing claim for a client that you can use as the basis for a new claim, you can duplicate the existing claim and change details as required in the new claim. To duplicate a claim, you must be logged into the ...
Unlocking a claim
Once you've finalised and/or paid for a claim, you can no longer access the question set. If you find that you need to make changes to the answers after this point, you will need to unlock the claim. To unlock a claim, you must be logged into the ...
Using view-only access to view your claim
To access a claim using view-only access, you must be logged into the WhisperClaims system using either: The user account to which the client is allocated, or An account that has access to view All clients & claims If you need access to a claim for a ...
Continuing to work on a claim
If you stop working on a claim for any reason, you can resume work on the claim at any time before the claim is being reviewed (that is, its status is In Review). To work on a claim, you must be logged into the WhisperClaims system using either: The ...
Managing claim workflow and deadlines
Access the workflow dashboard and view claim deadlines, you must be logged into the WhisperClaims system using either: The user to which the clients are allocated, or An account that has access to view All clients & claims If you need to view claims ...
Accessing a claim through the client view
To access a Claim, you must be logged into the WhisperClaims system using either: The user account to which the client is allocated, or An account that has access to view All clients & claims If you need access to a claim for a Client who is not ...
Accessing a claim through the workflow dashboard
To access a claim, you must be logged into the WhisperClaims system using either: The user account to which the client is allocated, or An account that has access to view All clients & claims If you need access to a claim for a Client who is not ...
Adding a new claim through the workflow dashboard
To add a new claim, you must be logged into the WhisperClaims system using either: The user account to which the client is allocated, or An account that has access to view All clients & claims If you need to add a claim for a client who is not ...
Adding a new claim through the client view
To add a new claim, you must be logged into the WhisperClaims system using either: The user account to which the client is allocated, or An account that has access to view All clients & claims If you need to add a claim for a client who is not ...