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 ‘Application� on the toolbar
- select ‘View� from the options available. You will be taken to the ‘Key Entry Data - Applicant� screen
- enter the customer’s NINO
- select the relevant checkbox
- select ‘OK�.
If you are taken to the ‘Select Application� screen
- select the relevant claim
- select ‘OK�. You will be taken to the ‘Application Summary� screen
- go to Step 2.
If you are taken to the ‘Select Application Version� screen
- select the relevant claim version
- select ‘OK�. You will be taken to the ‘Application Summary� screen
- go to Step 2.
If you are taken straight to the ‘Application Summary� screen, go to Step 2.
Step 2
On the ‘Application Summary� screen, for the latest claim
- select ‘Navigation� on the toolbar
- select ‘Payment� from the options available. You will be taken to the ‘Payment� screen
- go to Step 3.
Step 3
On the ‘Payment� screen, check the ‘Payment Nomination and Frequency� field for the nominated recipient.