TCM1000438 - How to check which payments were made after the household breakdown was notified
Version 1.0
Changes to previous version - new guidance.
Step 1
On the 鈥楩unction Menu鈥�
- select 鈥楬ousehold鈥� on the toolbar
- select 鈥榁iew Account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 鈥楢ll鈥� checkbox
- select the 鈥楶ostings鈥� checkbox
- select 鈥極K鈥�. You鈥檒l be taken to the 鈥楽elect Award鈥� screen
- select the relevant award
- select 鈥極K鈥�. You鈥檒l be taken to the 鈥榁iew Award Period Postings鈥� screen
- go to Step 2.
Step 2
On the 鈥榁iew Award Period Postings鈥� screen, select each posting with a 鈥楶osting Date鈥� after the date the household breakdown was notified.
If there is a credit shown in the 鈥楾ax Credit Type鈥� column
- make a note of the credit shown in the 鈥楾ax Credit Type鈥� column
- make a note of the amount paid in the 鈥楢mount鈥� column
- double click on the posting
- go to Step 3.
If there isn鈥檛 a credit shown in the 鈥楾ax Credit Type鈥� column
- double click on the posting
- go to Step 4.
Step 3
If you鈥檙e taken to the 鈥榁iew BACS Details鈥� screen
- make a note of which customer the payment was made to
Note: The customer鈥檚 name in the 鈥楶ayee Name鈥� field will be who the payment was issued to. However, if both customers names are in the 鈥楢ccount Name鈥� field we treat this payment as being made to both customers.
- you鈥檝e now established the payments that were made after the household breakdown was notified.
If you鈥檙e taken to the 鈥榁iew Giro Details鈥� screen
- make a note of which customer the payment was made to
Note: The customers name in the 鈥楶ayee Details鈥� field will be who the payment was issued to.
- you鈥檝e now established the payments that were made after the household breakdown was notified.
Step 4
If you鈥檙e taken to the 鈥榁iew BACS Details鈥� screen
- make a note of the 鈥楴et Amount鈥� figure for CTC shown in the 鈥楳ultiple Postings For Payment鈥� screen
- make a note of the 鈥楴et Amount鈥� figure for WTC shown in the 鈥楳ultiple Postings For Payment鈥� screen
- make a note of which customer the payment was made to
Note: The customers name in the 鈥楶ayee Name鈥� field will be who the payment was issued to. However if both customers names are in the 鈥楢ccount Name鈥� field we treat this payment as being made to both customers.
- you鈥檝e now established the payments that were made after the household breakdown was notified.
If you鈥檙e taken to the 鈥榁iew Giro Details鈥� screen
- make a note of the 鈥楴et Amount鈥� figure for CTC shown in the 鈥楳ultiple Postings For Payment鈥� screen
- make a note of the 鈥楴et Amount鈥� figure for WTC shown in the 鈥楳ultiple Postings For Payment鈥� screen
- make a note of which customer the payment was made to
Note: The customers name in the 鈥楶ayee Details鈥� field will be who the payment was issued to.
- you鈥檝e now established the payments that were made after the household breakdown was notified.