TCM1000213 - How to amend PY income details if PY is unfinalised
Step 1
On the 鈥楩unction Menu鈥�
- select 鈥楢pplication鈥� on the toolbar
- select 鈥楥orrection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 relevant checkbox
- select 鈥極K鈥�.
If you are taken to the 鈥楽elect Individual鈥� screen
- select the relevant individual
- select 鈥極K鈥�. You will be taken to the 鈥楢pplicant Details鈥� screen
- go to Step 2.
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pplicant Details鈥� screen
- go to Step 2.
If you are taken straight to the 鈥楢pplicant Details鈥� screen, go to Step 2.
Step 2
On the 鈥楢pplicant Details鈥� screen
- select either 鈥業nc1鈥� on the toolbar if you are amending PY income details if PY is unfinalised for customer 1 or 鈥業nc2鈥� on the toolbar if you are amending PY income details if PY is unfinalised for customer 2. You will be taken to the 鈥業ncome - Applicant 1鈥� or 鈥業ncome - Applicant 2鈥� screen
- amend the PY income details in the 鈥業ncome Details鈥� and 鈥極ther Income鈥� boxes with the details provided
Note: Amend the 鈥業ncome鈥� screens for both customers, if appropriate.
- select 鈥極K鈥�. You will be taken to the 鈥楢mend Finish鈥� screen
- do not complete the 鈥楢mend Finish鈥� screen at this point, just return to the guidance you were previously following.