TCM1000501 - How to process an Annual Declaration

Version 1.0

Changes to previous version - new guidance.

Step 1

  • select 鈥楻enewals鈥� on the toolbar
  • select 鈥楥apture Renewal Declaration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 or Barcode (if you鈥檙e dealing with a manual Annual Declaration)
  • select 鈥橭K鈥�

If you鈥檙e taken to 鈥楽elect Household鈥櫶�

  • select the relevant household, click 鈥極K鈥�

If you鈥檙e taken to 鈥楽elect S17 period鈥� screen

  • select the relevant tax year that you need to work on
  • select 鈥極K鈥�. You鈥檒l be taken to the 鈥業ncome / Benefits鈥� screen
  • go to Step 2听

If you鈥檙e taken straight to the Income / Benefits screen, go to Step 2

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Step 2

If you鈥檙e taken to the 鈥業ncome / Benefits鈥� screen

Note: If a warning message box appears take a note of the message, click 鈥極K鈥�

  • complete the screen with the information provided

Note: If using an estimate check the tick box

  • select 鈥楥ontinue鈥�. You鈥檒l be taken to the 鈥楧eclaration鈥� screen
  • check the 鈥楽tatement of Circumstances鈥� (SOC) tick box

Note; If the customer hasn鈥檛 selected either box on the Annual Declaration to confirm their circumstances were correct, select the 鈥楽OC - Yes鈥� checkbox

  • check the 鈥榊es鈥� box in the 鈥楽ignature field鈥�
  • select 鈥楶aper鈥� or 鈥楾elephone鈥� in 鈥楽ource鈥�, whichever is correct
  • select 鈥楶rocess鈥�