TCM1000427 - How to check details on a claim using function View Award

Version 1.0

Changes to previous version - new guidance.

Step 1

On the ‘Function Menu�

  • select ‘Awardâ€� on the toolbar
  • select ‘Viewâ€� from the options available. You’ll be taken to the ‘Key Entry Dataâ€� screen
  • enter the customer’s NINO
  • select the ‘Allâ€� checkbox
  • select ‘OKâ€�.

If you’re taken to the ‘Select Individual� screen

  • select the relevant individual
  • select ‘OKâ€�. You’ll be taken to the ‘Award Summaryâ€� screen
  • go to Step 2.

If you’re taken to the ‘Select Award� screen

  • select the relevant award
  • select ‘OKâ€�. You’ll be taken to the ‘Award Summaryâ€� screen
  • go to Step 2.

If you’re taken straight to the ‘Award Summary� screen, go to Step 2.

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Step 2

On the ‘Award Summary� screen, the ‘Tax Credit Type� field will show the original award entitlement.