TCM1000341 - How to set the issue date on a manual Annual Declaration

Step 1

On the 鈥楩unction Menu鈥�

  • select 鈥楻enewals鈥� on the toolbar
  • select 鈥楳anage Finalisation鈥� from the options available. You鈥檒l be taken to the 鈥楰ey Entry Data - Applicant鈥� screen
  • enter the customer鈥檚 NINO
  • select the 鈥楢ll鈥� checkbox
  • select 鈥極K鈥�.

If you鈥檙e taken to the 鈥楽elect Tax Credit Period鈥� screen

  • select the relevant period
  • select 鈥極K鈥�. You鈥檒l be taken to the 鈥楳anage Finalisation鈥� screen
  • go to Step 2.

If you鈥檙e taken straight to the 鈥楳anage Finalisation鈥� screen, go to Step 2.

Step 2

On the 鈥楳anage Finalisation鈥� screen

  • select 鈥楥ontinue鈥�. You鈥檒l be taken to the 鈥楩inalisation Details鈥� screen
  • select 鈥楥ontinue鈥�. You鈥檒l be taken to the 鈥楴otice Details鈥� screen
  • enter the date you鈥檙e issuing the manual Annual Declaration in the 鈥楽17 Notice鈥� field
  • tab out of the field
  • select 鈥極K鈥�. You鈥檝e set the issue date on the manual Annual Declaration.