TCM1000428 - How to enter an issue date for a manual annual declaration
Version 1.0
Changes to previous version - new guidance.
Step 1
On the 鈥楩unction Menu鈥�
- select 鈥楻enewal鈥� on the toolbar
- select 鈥楳anage Finalisation鈥� from the options available. You will be taken to the 鈥楰ey Entry Data - Applicant鈥� screen
Note: When this screen is first displayed, the 鈥楶eriod鈥� checkbox will be automatically populated and shouldn鈥檛 be changed.
- enter the customer鈥檚 NINO
- enter the relevant tax year in the 鈥楶eriod Dates鈥� field
- select 鈥極K鈥�.
If you鈥檙e taken to the 鈥楽elect Household鈥� screen
- select the relevant household
- 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 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� twice. You鈥檒l be taken to the 鈥楴otice Details鈥� screen
- go to Step 3.
Step 3
On the 鈥楴otice Details鈥� screen
- delete the 1st Specified Date (1SD) and 2nd Specified Date (2SD) in the 鈥楽pecified Date鈥� fields
Note: This must be done before you enter the issue date so that the new specified dates can be populated. Ensure both fields are blank before entering the issue date.
- enter the date you are issuing the Annual Declaration to the customer in the 鈥業ssue date鈥� field in the 鈥楳anual S17 Notice鈥� box
- select the 鈥業ssued to鈥� checkbox. This will automatically set the specified dates
- make a note of the new 1SD and 2SD on the form TC648. These can be found in the 鈥楽pecified Date鈥� fields.
Note: Don鈥檛 complete the 鈥楳anual Issue Date鈥� field in the 鈥楽17 Notice鈥� box in the centre of the screen. This is used by the Manual Correspondence Team only.