188ÌåÓý

Version 1.0

Changes to previous version - new guidance

Step 1

On the ‘Function Menu�

• select ‘Householdâ€� on the toolbar
• select ‘View Accountâ€� from the options available. You’ll be taken to the ‘Key Entry Dataâ€� screen
• enter the customer’s name
• select the ‘Allâ€� checkbox
• select the ‘Summaryâ€� screen
• select ‘OKâ€�. You’ll be taken to the ‘Select Awardâ€� screen
• select the award period on which you’ve remitted payments in or recoveries made since the IVA date

Note: You can identify the correct award period from the IVA and Cross Year Recovery Worksheets.

• select ‘OKâ€�. You’ll be taken to the ‘View Award Period Summaryâ€� screen. The amount that you’ve remitted will show in the ‘Adjustmentsâ€� field
• select ‘Postingsâ€�. You’ll be taken to the ‘View Award Period Postingsâ€� screen
• check that the remission you made is showing in the ‘Postingsâ€� list box and note the date in the ‘Postings Dateâ€� field
• check whether a payment has been issued to the customer after the date the remission was posted.

Note: You can identify a payment to the customer by an entry in the ‘Description� field of ‘BACS Claimant Payment Out for WTC/CTC� and the posting date will usually be 24 or 48 hours after the remission posting date but may take longer.

Note: An entry in the ‘Postings� list box with a description of ‘Set Off Payment from WTC/CTC� occurring after the remission date doesn’t mean that a payment has been sent to the customer. It shows that the remission has resulted in arrears being used to reduce another tax credit overpayment that isn’t included in the IVA.