TCM1000011 - How to obtain details from the View S17 Details function

Step 1

On the 鈥楩unction Menu鈥�

  • select 鈥楻enewal鈥� on the toolbar
  • select 鈥榁iew S17 Details鈥�. You will be taken to the 鈥榁iew Section 17 - Current Position鈥� screen
  • enter the customer鈥檚 NINO
  • select 鈥極K鈥�. You will be taken to the 鈥楽elect S17 Period鈥� screen
  • select the relevant period
  • select 鈥極K鈥�. You will be taken to the 鈥榁iew Section 17 - Current Position鈥� screen
  • make a note of the date the Annual Declaration was received
  • go to Step 2.

Step 2

If you wish to view the S17 Notices details

  • select the 鈥楧etails/RTI鈥� button below the 鈥楽17 Notices鈥� box. You will be taken to the 鈥榁iew Section 17 - Issue Details鈥� screen鈥�

Note: RTI was introduced from April 2014.

Note: Where we have obtained RTI information and replayed it on the S17 to the customer, the 鈥榁iew RTI鈥� button will be enabled.

  • make a note of any information as required
  • select 鈥楥ancel鈥� to return to the 鈥榁iew S17 - Current Position鈥� screen.

If you wish to view the S17 Declaration Details

  • select the 鈥楧etails/RTI鈥� button below 鈥楧eclarations鈥� box. You will be taken to the View Section 17 - Declaration Details鈥� screen
  • go to Step 3.

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Step 3

If you wish to view RTI details only, go to Step 4.

Note: RTI was introduced from April 2014.

If you wish to view the information provided on the S17

  • make a note of the following details for the relevant customer you are dealing with

    • whether the 鈥楶ension Credit鈥�, 鈥業S鈥� or 鈥楯SA鈥� checkbox is selected
    • the amount of any taxable Social Security benefits
    • earnings as an employee
    • the amount of company car and fuel, taxable vouchers and payments in kind
    • the amount of any income from self-employment
    • the amount of any other income
    • the income type i.e. 鈥楢ctual鈥�, Estimate鈥� or 鈥楻TI鈥�

Note: RTI was introduced from April 2014.

* the amount of PY-1 income

Note: If 鈥楶Y-1鈥� is available, you will need to select this to obtain the PY-1 income details.

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Step 4

Where we have obtained RTI information and replayed it on the S17 to the customer, the 鈥榁iew RTI鈥� button will be enabled.

Note: RTI was introduced from April 2014.

If the 鈥榁iew RTI鈥� button is enabled

  • select 鈥榁iew RTI鈥� to display the RTI information
  • make a note of any information as required.

Note: If there is no RTI data, the checkbox 鈥楴o RTI data for year鈥� will be checked.

If the 鈥榁iew RTI鈥� button is disabled

  • there is no RTI record.