TCM1000015 - How to capture renewal information - HMRC internal manual

TCM1000015 - How to capture renewal information

Note: RTI was introduced from April 2014. Income type 鈥楻鈥� denotes income has been recorded from RTI.

On the 鈥楩unction Menu鈥�

select 鈥楻enewal鈥� on the toolbar
select 鈥楥apture Renewal Declaration鈥� from the options available. You will be taken to the 鈥楰ey Entry Data - Renewal Declaration鈥� screen
enter the customers NINO
select 鈥極K鈥�.

If you are taken to the 鈥楽elect Household鈥� screen

If you are taken straight to the 鈥業ncome/Benefits鈥� screen, go to Step 2.

On the 鈥業ncome/Benefits鈥� screen

amend the details in the relevant fields with the details on the Annual Declaration provided by the customer
Note: From April 2014 customers must provide 鈥榓ctual鈥� figures for earned income, taxable social security benefits and benefits in kind when making their annual declaration. We will no longer accept an estimate for these types of income.
Note: Enter PY-1 details, if applicable.
Note: If you are taken to the 鈥楢ctual Income For PY-1鈥� screen, select 鈥楥ontinue鈥� again and you will be taken to the 鈥楧eclaration鈥� screen.
Note: If there are RTI figures available, these will have been input already onto NTC. If these figures are then replaced by new figures, the status will automatically revert to 鈥楢鈥�.
select 鈥楥ontinue鈥�
go to Step 3.

If the customer has indicated that their circumstances are correct on the Annual Declaration

select the 鈥楽OC - Yes鈥� checkbox
select 鈥榊es鈥� in the 鈥楽ignature鈥� checkbox
Note: If the customer has not signed the Annual Declaration, you treat it as signed.
enter the date the Annual Declaration was received in the 鈥楻eceived Date鈥� field
select 鈥極K鈥�. You will be taken to the 鈥楧eclaration鈥� screen
select 鈥楶aper鈥�, 鈥楾elephone鈥� or 鈥楧igital鈥� as appropriate in the 鈥楥hange Source鈥� field
select 鈥楶rocess鈥�

If the customer has indicated that their circumstances are not correct on the Annual Declaration

select the 鈥楽OC - No鈥� checkbox
select 鈥榊es鈥� in the 鈥楽ignature鈥� checkbox
Note: If the customer has not signed the Annual Declaration, you treat it as signed.
enter the date the Annual Declaration was received in the 鈥楻eceived Date鈥� field
select 鈥極K鈥�. You will be taken to the 鈥楧eclaration鈥� screen
select 鈥楶aper鈥�, 鈥楾elephone鈥� or 鈥楧igital鈥� as appropriate in the 鈥楥hange Source鈥� field
select 鈥楶rocess鈥�

If the customer has not selected either box on the Annual Declaration to confirm their circumstances were correct

select the 鈥楽OC - Yes鈥� checkbox
select 鈥榊es鈥� in the 鈥楽ignature鈥� checkbox
Note: If the customer has not signed the Annual Declaration, you treat it as signed.
enter the date the Annual Declaration was received in the 鈥楻eceived Date鈥� field
select 鈥極K鈥�. You will be taken to the 鈥楧eclaration鈥� screen
select聽鈥楶aper鈥�, 鈥楾elephone鈥� or 鈥楧igital鈥� as appropriate in the 鈥楥hange Source鈥� field
select 鈥楶rocess鈥�