TCM1000464 - How to disregard an Annual Declaration

Version 1.0

Changes to previous version - new guidance

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 - Renewals鈥� screen
  • enter the customer鈥檚 NINO
  • select the 鈥楢ll鈥� checkbox
  • select 鈥極K鈥�. You鈥檒l be taken to the 鈥楽elect Tax Credit Period鈥� screen
  • select the relevant tax year that you need to work
  • select 鈥極K鈥�. You鈥檒l be taken to function 鈥楳anage Finalisation鈥�
  • select 鈥楥ontinue鈥� twice. You鈥檒l be taken to the 鈥楴otice Details鈥� screen
  • select the 鈥楧isregard鈥� checkbox

Note: Where the family has broken down, make sure you select the correct notice to disregard. In these cases, the second customer鈥檚 details are shown on the right-hand side of the screen.

  • select the appropriate category in the 鈥楢ctioned By鈥� field to reflect the area in which you work
  • select the appropriate reason in the 鈥楻eason鈥� field

Note: If the family has broken down or if the reason is 鈥楧uplicate鈥� or 鈥業ncomplete鈥�, select the reason 鈥業ncomplete Reply鈥�.

  • select 鈥極K鈥�. You鈥檝e disregarded the Annual Declaration.