TCM1000190 - How to check the start and end dates of the WTC elements

Version 1.0

Changes to previous version - new guidance

Step 1

On the 鈥楩unction Menu鈥�

  • select 鈥楢ward鈥� on the toolbar
  • select 鈥榁iew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 鈥楶eriod鈥� checkbox
  • enter the start date of the relevant tax year, for example 06-04-2007
  • tab to the next field. The system will automatically populate the end date
  • select 鈥極K鈥�.

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

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

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

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Step 2

On the 鈥楢ward Summary鈥� screen

  • select 鈥榃orking Tax Credit鈥� in the 鈥楾ax Credit Type鈥� field
  • select 鈥榁iew Calculation鈥�. You will be taken to the 鈥榁iew Calculation鈥� screen
  • select 鈥榁iew Elements鈥�. You will be taken to the 鈥榁iew Elements鈥� screen
  • the entries on this screen will tell you which WTC elements the customer is in receipt of and the start and end dates of those elements.