TCM1000485 - How to check who is the nominated recipient for tax credits payments

Version 1.0

Changes to previous version - new guidance.

Step 1

On the ‘Function Menu�

  • select ‘Applicationâ€� on the toolbar
  • select ‘Viewâ€� from the options available. You will be taken to the ‘Key Entry Data - Applicantâ€� screen
  • enter the customer’s NINO
  • select the relevant checkbox
  • select ‘OKâ€�.

If you are taken to the ‘Select Application� screen

  • select the relevant claim
  • select ‘OKâ€�. You will be taken to the ‘Application Summaryâ€� screen
  • go to Step 2.

If you are taken to the ‘Select Application Version� screen

  • select the relevant claim version
  • select ‘OKâ€�. You will be taken to the ‘Application Summaryâ€� screen
  • go to Step 2.

If you are taken straight to the ‘Application Summary� screen, go to Step 2.

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Step 2

On the ‘Application Summary� screen, for the latest claim

  • select ‘Navigationâ€� on the toolbar
  • select ‘Paymentâ€� from the options available. You will be taken to the ‘Paymentâ€� screen
  • go to Step 3.

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Step 3

On the ‘Payment� screen, check the ‘Payment Nomination and Frequency� field for the nominated recipient.