TCM1000001 - How to update Household Notes

Step 1

Note: Only use abbreviations from the HMRC standard abbreviations list. See the Abbreviations list.

Note: Some areas will calculate and update the computer and then enter a household note for recalculation.

On the 鈥楩unction Menu鈥�

  • select 鈥楬ousehold鈥� on the toolbar
  • select 鈥楳aintain Notes鈥� from the options available. You will be taken to the 鈥楰ey Entry Data鈥� screen in function 鈥楳aintain Household Notes鈥�
  • enter the customer鈥檚 NINO
  • select the relevant checkbox
  • select 鈥極K鈥�. You will be taken to the 鈥楳aintain Household Notes鈥� screen
  • select 鈥楢dd Note鈥�. You will be taken to the 鈥楢dd Note鈥� screen
  • select the relevant category from the 鈥楥ategory鈥� field
  • go to Step 2

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Step 2

If a standardised message is available

  • enter the message, including the 4 digit code
  • enter the standardised reference relevant to your area at the end of the message
  • select 鈥極K鈥�. You will be taken back to the 鈥楳aintain Household Notes鈥� screen
  • select 鈥極K鈥�.

If a standardised message is not available

  • enter what information was provided
  • enter who provided the information
  • enter details of any information we gave the customer
  • enter any further enquiries we have made
  • enter any follow up action that still needs doing
  • enter the number of any letter or form you have issued
  • enter the standardised reference relevant to your area at the end of听the message
  • select 鈥極K鈥�. You will be taken back to the 鈥楳aintain Household Notes鈥� screen
  • select 鈥極K鈥�.

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