TCM1000542 - How to print a Subject Access Request - HMRC internal manual

TCM1000542 - How to print a Subject Access Request

Version 1.0

Changes to previous version - new How to.

Step 1

Note: Carefully read the letter or email from the customer to ensure that it is a Subject Access Request (SAR) and not a part SAR. A part SAR will require only part printing.

Note: You should also check for

household breakdown (a dialogue box will appear)
compliance interest (a dialogue box will appear)
hijack NINO
mismatch case.

Note: If the request is for calls and correspondence, only photocopy the correspondence leaving out any third party details.

Note: Before starting, make sure you have a Word document open at the bottom of your screen.

Note: If there is more than one award, you will need to repeat all the steps for each award.

Note: If the case is a household breakdown, ensure all partners change of address, work, bank account details or phone number that occurred after the household breakdown date are removed.

On the 鈥楩unction Menu鈥�

select 鈥楢pplication鈥� on the toolbar
select 鈥榁iew鈥� from the options available. You will be taken to the 鈥楰ey Entry Data鈥� screen in function 鈥榁iew Application鈥�
enter the customer鈥檚 NINO
select 鈥榓ll鈥�
select 鈥極K鈥�. You will be taken to the 鈥楽elect Application鈥� screen
press 鈥楶rt Scr鈥� on your keyboard
open your word document from the bottom of your screen
select 鈥榩aste鈥�
select 鈥榩rint鈥�
select the cross in the top right hand corner (black cross not red one)
select 鈥榥o鈥�
select the new document button which can be found on the far left hand button on the toolbar
minimise your word document
select the earliest award first if there鈥檚 more than 1 award
select 鈥榲ersion 1鈥�
select 鈥榩rint鈥�
select the 鈥楽elect鈥� button then 鈥楽elect Application Version鈥� from the drop down menu
repeat these steps for each version

Note: Once all versions are printed go back in to version 1.

then

select 鈥榁H鈥� on the toolbar
select print
select 鈥楢p2鈥�
select print
select 鈥楥h鈥�
select print

Note: If there is more than one child, select each child and print details for each.

once all pages are printed select 鈥楢p1鈥�
select the 鈥榮elect鈥� button
select 鈥楴ext Version鈥� from the drop down menu. This will take you to the next version

Note: Repeat the above steps from after 鈥榮elect 鈥榁H鈥� on the toolbar鈥� for each version and award.

select 鈥楥ancel鈥�, once completed for each page until you get back to the 鈥楩unction Menu鈥� page

Note: If more than one award repeat the above steps for each subsequent award

then

go to Step 2.

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Step 2

On the 鈥楩unction Menu鈥�

select 鈥楢pplication鈥� on the toolbar
select 鈥楥orrection鈥�. You will be taken to the 鈥楰ey Entry Data鈥� screen in function 鈥楢mend Application鈥�
enter the customer鈥檚 NINO
select 鈥榓ll鈥�
select 鈥極K鈥�.

If you are taken to the 鈥楢pplicant Details鈥� screen, go to Step 3.

If you are taken to the 鈥楽elect Application鈥� screen

select the earliest year. You will be taken to the 鈥楢pplicant Details鈥� screen鈥�
go to Step 3.

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Step 3

select 鈥楢p1鈥�
select print
repeat this action for 鈥楢p2鈥�, 鈥楥h鈥�, 鈥榃k1鈥�, 鈥榃k2鈥�, 鈥楥C鈥�, 鈥業nc1鈥�, 鈥業nc2鈥�, 鈥楶m1鈥�, 鈥楶m2鈥� & 鈥楢pT鈥� selecting print on each page
go back to 鈥楢p1鈥�
select 鈥楬istory鈥�
select the first highlighted heading in the drop down box
press 鈥楶rt Scr鈥� on your keyboard
open your word document from the bottom of your screen
select 鈥榩aste鈥�
select 鈥榩rint鈥�
select the cross in the top right hand corner (black cross not red one)

then

select 鈥楴o鈥�
select the new document button which can be found on the far left hand button on the toolbar
minimise the word document
select 鈥楥ancel鈥�
repeat these steps from 鈥榮elect the first highlighted heading鈥� above for each of the headings highlighted in the drop down box
repeat this for Applicant 2 and from select history
select 鈥楥h鈥� from the toolbar
select the first child. This will take you to the 鈥楥orrection Child鈥� screen
press 鈥楶rt Scr鈥� on your keyboard
open your word document from the bottom of your screen
select 鈥榩aste鈥�
select 鈥榩rint鈥�
select the cross in the top right hand corner (black cross not red one)

then

select 鈥楴o鈥�
select the new document button which can be found on the far left hand button on the toolbar
minimise the word document
select 鈥楥ancel鈥�
within the 鈥楥orrection Child鈥� screen, in turn, place a tick in each available box next to the categories
select 鈥楬istory鈥� at the bottom of the screen

Note: If a dialogue box appears, select 鈥極K鈥�. You will be taken to the 鈥楬istory鈥� screen.

press 鈥楶rt Scr鈥� on your keyboard
open your word document from the bottom of your screen
select 鈥榩aste鈥�
select 鈥榩rint鈥�
select the cross on top right hand corner (black cross not red one)

then

select 鈥楴o鈥�
select the new document button which can be found on the far left hand button on the toolbar
minimise the word document
select 鈥楥ancel鈥�
repeat these steps for each child
select 鈥榃k1鈥� from the toolbar
select 鈥楬istory鈥�
select the highlighted headings from the options available. You will be taken to the 鈥楬istory鈥� screen

Note: If a dialogue box appears select 鈥極K鈥�.

press 鈥楶rt Scr鈥� on your keyboard
open your word document from the bottom of your screen
select 鈥榩aste鈥�
select 鈥榩rint鈥�
select the cross in top right hand corner (black cross not red one)

then

select 鈥楴o鈥�
select the new document button which can be found on the far left hand button on the toolbar
minimise the word document
select 鈥楥ancel鈥�
repeat these steps for each highlighted heading
select 鈥榃k2鈥� history and repeat these steps
select 鈥楥C鈥�

Note: If blank there is no childcare provider.

If there isn鈥檛 a childcare provider, go to Step 4.

If there is a childcare provider

select each in turn which will take you to 鈥楥hange Childcare Provider鈥�
press 鈥楶rt Scr鈥� on your keyboard
open your word document from the bottom of your screen
select 鈥榩aste鈥�
select 鈥榩rint鈥�
select the cross in the top right hand corner (black cross not red one)

then

select 鈥楴o鈥�
select the new document button which can be found on the far left hand button on the toolbar
minimise the word document
select 鈥楥ancel鈥�
select each year underneath 鈥榗osts鈥�
press 鈥楶rt Scr鈥� on your keyboard
open your word document from the bottom of your screen
select 鈥榩aste鈥�
select 鈥榩rint鈥�
select the cross in the top right hand corner (black cross not red one)

then

select 鈥楴o鈥�
select the new document button which can be found on the far left hand button on the toolbar
minimise the word document
select 鈥楥ancel鈥�

Note: If there is more than one childcare provider repeat the above steps for each provider.

go to Step 4.

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Step 4

select 鈥業nc1鈥� from the toolbar
select 鈥楬istory鈥�
select the highlighted headings from the options available. You will be taken to the 鈥楬istory鈥� screen

Note: If a dialogue box appears select 鈥極K鈥�.

press 鈥楶rt Scr鈥� on your keyboard
open your word document from the bottom of the screen
select 鈥榩aste鈥�
select 鈥榩rint鈥�
select the cross in the top right hand corner (black cross not red one)

then

select 鈥楴o鈥�
select the new document button which can be found on the far left hand button on the toolbar
minimise the word document
select 鈥楥ancel鈥�
repeat these steps for each of each highlighted heading
select 鈥業nc2 History鈥� and repeat these steps
select 鈥楥ancel鈥�
go to Step 5.

Top of page

Step 5

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 鈥榓ll鈥�
select 鈥極K鈥�. You will be taken to the 鈥楽elect Award鈥� screen
press 鈥楶rt Scr鈥� on your keyboard
open your word document from the bottom of your screen
select 鈥榩aste鈥�
select 鈥榩rint鈥�
select the cross in the top right hand corner (black cross not red one)

then

select 鈥楴o鈥�
select the new document button which can be found on the far left hand button on the toolbar
minimise the word document
select 鈥楥ancel鈥�
start with the earliest date and double click. You will be taken to the 鈥榁iew Award Period Summary鈥� screen

Note: Repeat the following steps for all versions of the award

select 鈥榩rint鈥�
select 鈥榁iew Award鈥� at the bottom of the screen. You will be taken to the 鈥楢ward Summary鈥� screen
press 鈥楶rt Scr鈥� on your keyboard
open your word document from the bottom of your screen
select 鈥榩aste鈥�
select 鈥榩rint鈥�
select the cross on the top right hand corner (black cross not red one)

then

select 鈥楴o鈥�
select the new document button which can be found on the far left hand button on the toolbar
minimise the word document
select 鈥榁iew Calculation鈥� at the bottom of the screen. You will be taken to 鈥榁iew Calculation鈥�
select 鈥榃ORKING TAX CREDIT鈥� to highlight it
select 鈥榩rint鈥�
select 鈥楥HILD TAX CREDIT鈥�
select 鈥榩rint鈥�
select 鈥榁iew Elements鈥�. You will be taken to the 鈥榁iew Elements鈥� screen
press 鈥楶rt Scr鈥� on your keyboard
open your word document from the bottom of your screen
select 鈥榩aste鈥�
select 鈥榩rint鈥�
select the cross in the top right hand corner (black cross not red one)

then

select 鈥楴o鈥�
select the new document button which can be found on the far left hand button on the toolbar
minimise the word document

then, where 鈥榁iew Childcare鈥� is highlighted at the bottom of the screen

select it to highlight it. You will be taken to 鈥榁iew Childcare鈥�
press 鈥楶rt Scr鈥� on your keyboard
open your word document from the bottom of your screen
select 鈥榩aste鈥�
select 鈥榩rint鈥�
select the cross in the top right hand corner (black cross not red one)

then

select 鈥楴o鈥�
select the new document button which can be found on the far left hand button on the toolbar
minimise the Word document
select 鈥楥ancel鈥�
select 鈥楥ancel鈥�
select 鈥榁iew Taper Calcs鈥�. You will be taken to 鈥榁iew Taper Calculations鈥�
press 鈥楶rt Scr鈥� on your keyboard
open your word document from the bottom of your screen
select 鈥榩aste鈥�
select 鈥榩rint鈥�
select the cross in the top right hand corner (black cross not red one)

then

select 鈥楴o鈥�
select the new document button which can be found on the far left hand button on the toolbar
minimise the word document.

If there is more than one entry in the first white box

highlight and print each in turn
go to Step 6. {#}

If there isn鈥檛 more than one entry in the first white box, go to Step 6. {#}

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Step 6

select 鈥楥ancel鈥� three times. You will be taken to 鈥榁iew Award Period Summary鈥�
select 鈥楽chedule鈥� at the bottom of the screen. You will be taken to 鈥榁iew Direct Payment鈥�

Note: Do not select Ap1 / Ap2.

scroll to the top of the page
select 鈥榩rint鈥�
scroll to the top of the next page
select 鈥榩rint鈥�
continue until finished
select 鈥榁iew PVE鈥�
press 鈥楶rt Scr鈥� on your keyboard
open your word document from the bottom of your screen
select 鈥榩aste鈥�
select 鈥榩rint鈥�
select the cross in the top right hand corner (black cross not red one)

then

select 鈥楴o鈥�
select the new document button which can be found on the far left hand button on the toolbar
minimise the word document
select 鈥極K鈥� if there are no details to display
select 鈥楥ancel鈥� if there are no PVE details shown
repeats these steps for all awards
select 鈥楥ancel鈥�

Note: Remember to repeat the above steps for all versions of the award.

then

go to Step 7.

Top of page

Step 7

On the 鈥楩unction Menu鈥�

select 鈥楬ousehold鈥� from the toolbar
select 鈥楳aintain Notes鈥� from the options available
select the customer鈥檚 NINO
select 鈥榓ll鈥�
select 鈥極K鈥�. You will be taken to 鈥楽elect Household鈥� screen
select the earliest household, if applicable. You will be taken to 鈥楳aintain Household Notes鈥�
select 鈥� View Other鈥� at the bottom of the page if it is highlighted. You will be taken to 鈥榲iew other year based notes鈥�

Note: You will need to have been given permission to view this page. If you haven鈥檛 make a note on the cover sheet for the person that鈥檚 checking it that it will need doing.

press 鈥楶rt Scr鈥� on your keyboard
open your word document at the bottom of your screen
select 鈥榩aste鈥�
select 鈥榩rint鈥�
select the cross in the top right hand corner (Black cross not the red one)

then

select 鈥楴o鈥�
select the new document button which can be found on the far left hand button on the toolbar
minimise the word document
where applicable scroll down and repeat this action for each page
starting at the bottom, select each note that has a 鈥榊鈥� next to it
press 鈥楶rt Scr鈥� on your keyboard
open your word document at the bottom of your screen
select 鈥榩aste鈥�
select 鈥榩rint鈥�
select the cross in the top right hand corner (black cross not red one)

then

select 鈥楴o鈥�
select the new document button which can be found on the far left hand button on the toolbar
minimise the word document
select 鈥楥ancel鈥�

Note: Repeat this for all notes with a 鈥榊鈥� against it.

once completed, select 鈥楥ancel鈥�. You will be taken to the 鈥楳aintain Notes鈥� screen
select the drop down arrow next to 鈥楽elect Tax Year End鈥� and select the earliest year
select 鈥榩rint鈥�
scroll down and print each page if applicable
select the note that has a 鈥榊鈥� next to it starting at the bottom
select 鈥楢mend鈥�
press 鈥楶rt Scr鈥� on your keyboard
open your word document from the bottom of your screen
select 鈥榩aste鈥�
select 鈥榩rint鈥�
select the cross on the top right hand corner (black cross not red one)

then

select 鈥楴o鈥�
select the new document button which can be found on the far left hand button on the toolbar
minimise the word document
select 鈥楥ancel鈥�

Note: Repeat this for all notes with a 鈥榊鈥� against it.

Note: Erase any names or staff, buildings or phone numbers.

repeat these steps for each year
print all notes with a 鈥榊鈥� next to it under 鈥楻etained Notes鈥�

Note: If more than one award, repeat this for all.

select 鈥楥ancel鈥�

then

go to Step 8.

Top of page

Step 8

On the 鈥楩unction Menu鈥�

select 鈥楻enewal鈥� on the toolbar
select 鈥榁iew S17鈥� details from the options available. You will be taken to the 鈥楰ey Entry Data鈥� screen
enter the customer鈥檚 NINO
select 鈥榓ll鈥�
select 鈥極K鈥�. You will be taken to the 鈥楽elect Household鈥� screen
start with the earliest award.

If it says 鈥楩uture Date Issued鈥� in the 鈥楽tatus鈥� column, take no further action.

If it says 鈥楩inalised Actual鈥�, 鈥楢uto Renewal鈥� or 鈥業ssued鈥� in the status column, go to Step 9.

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Step 9

Select the award. If a dialogue box appears, select 鈥榗ancel鈥�. You will be taken to 鈥榁iew S17鈥�.

If there aren鈥檛 any entries in 鈥楽17 Notices鈥� or 鈥楧eclarations鈥�,take no further action.

If there are entries in 鈥楽17 Notices鈥� or 鈥楧eclarations鈥�

select each entry in turn
select the entry
press 鈥楶rt Scr鈥� on your keyboard
open your word document from the bottom of your screen
select 鈥榩aste鈥�
select 鈥榩rint鈥�
select the cross in the top right hand corner (black cross not red one)

then

select 鈥楴o鈥�
select the new document button which can be found on the far left hand button on the toolbar
minimise the word document
select 鈥楥ancel鈥�
select 鈥楤ack鈥�
repeat these steps until all printed

then once complete

select 鈥楥ancel鈥�
select next entry on 鈥榮elect household鈥� page

Note: If the awards change from a joint claim to a single claim, cancel out of the claim and go back in to the single claim

repeat above steps until all awards are complete
select 鈥楥ancel鈥�.

188体育

Tax Credits Manual