TCM1000050 - How to check which customer returned the Annual Declaration

Version 1.0

Changes to previous version - new guidance

Step 1

On the 鈥楩unction鈥� Menu

  • 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

In 鈥楽elect S17 Period鈥� screen

  • select the relevant year 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 in the 鈥楧eclarations鈥� field

Note: If the 鈥楧eclarations鈥� field is blank no declaration has been returned.

Note: If there is more than one declaration for the relevant year you must check all declarations.

  • check the 鈥楽igned鈥� box in the 鈥楢pplicant鈥� field has been ticked for either applicant 1 or applicant 2.