TCM1000048 - How to check what Annual Declaration information has been provided

Version 1.0

Changes to previous version - new guidance

Step 1

On the 鈥楩unction Menu鈥�

  • select 鈥楻enewal鈥� on the toolbar
  • select 鈥榁iew S17 Details鈥� from the options available. You will be taken to the 鈥楰ey Entry Data鈥� screen
  • enter the customer鈥檚 NINO
  • select the 鈥楢ll鈥� checkbox
  • select 鈥極K鈥�.

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

  • select the relevant claim to highlight
  • select 鈥極K鈥�. You will be taken to the 鈥楽elect S17 Period鈥� screen
  • go to Step 2.

If you are taken to the 鈥楽elect S17 Period鈥� screen, go to Step 2.

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Step 2

On the 鈥楽elect S17 Period鈥� screen

  • select the relevant award to highlight
  • select 鈥極K鈥�. You will be taken to the 鈥榁iew S17 Current Position鈥� screen

Note: If the signals box displays, select 鈥楥ancel鈥�.

  • select the 鈥楧etails鈥� box under the 鈥楧eclarations鈥� field

  • check for one or more of the following income types

    • IS, JSA, ESA, PC
    • taxable Social Security benefits

    Note: For a list of benefits that are included or disregarded for tax credits purposes, see TCM0120040.

    • earnings as an employee
    • company car and fuel, taxable vouchers and payment in kind
    • income from self employment
    • other income.