TCM1000060 - How to check the customer鈥檚 income figures

Step 1

On the 鈥楩unction Menu鈥�

  • select 鈥楢pplication鈥� on the toolbar
  • select 鈥榁iew鈥� from the options available. You will be taken to the 鈥楰ey Entry Data - Applicant鈥� screen
  • enter the customer鈥檚 NINO
  • select the 鈥楲atest鈥� checkbox
  • select 鈥極K鈥�.

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

  • select the relevant claim
  • select 鈥極K鈥�. You will be taken to the 鈥楢pplication Summary鈥� screen
  • go to Step 2.

If you are taken to the 鈥楽elect Application Version鈥� screen

  • select the relevant version
  • select 鈥極K鈥�. You will be taken to the 鈥楢pplication Summary鈥� screen
  • go to Step 2.

If you are taken straight to the 鈥楢pplication Summary鈥� screen, go to Step 2.

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Step 2

On the 鈥楢pplication Summary鈥� screen

  • select 鈥楴avigation鈥� on the toolbar
  • select 鈥業ncome鈥� from the options available. You will be taken to the 鈥業ncome鈥� screen
  • select the relevant year in the 鈥業ncome Years鈥� field. All the income for that year will display in the 鈥楢pplicant 1 Income鈥� and / or 鈥楢pplicant 2 Income鈥� boxes.

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