TCM1000571 - How to view In Year S17 details

Step 1

On the Function Menu

  • select 鈥業n Year Finalisation鈥� on the toolbar
  • select 鈥榁iew In Year S17 Details鈥� from the options available. You will be taken to the 鈥楰ey Entry Data - In Year S17 Notices鈥� screen
  • enter the customer鈥檚 NINO
  • select 鈥極K鈥�.

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

  • select the relevant individual
  • select 鈥極K鈥�

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

  • select the relevant household
  • select 鈥極K鈥�. You will be taken to the 鈥榁iew In Year Section 17 - Current Position鈥� screen
  • where the 鈥榁iew In year Section 17 - Current Signals鈥� screen displays, select 鈥楥ancel鈥�.
  • make a note of the date the In Year Declaration was received
  • go to Step 2.

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Step 2

If you wish to view the In Year S17 Notices details

  • select the 鈥楧etails鈥� button below the 鈥楽17 Notices鈥� box. You will be taken to the 鈥榁iew In Year Section 17 - Issue Details鈥� screen鈥�

Note: Where we have obtained RTI information and replayed it on the In Year S17 to the customer, the 鈥榁iew RTI鈥� button will be enabled.

  • make a note of any information as required
  • select 鈥楥ancel鈥� to return to the 鈥榁iew In Year S17 - Current Position鈥� screen.

If you wish to view the In Year S17 Declaration Details

  • select the 鈥楧etails鈥� button below 鈥楧eclarations鈥� box. You will be taken to the View In Year Section 17 - Declaration Details鈥� screen
  • go to Step 3.

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Step 3

If you wish to view RTI details only, go to Step 4.

If you wish to view the information provided on the In Year S17

  • make a note of the following details for the relevant customer you are dealing with

听

  • whether the 鈥楶ension Credit鈥�, 鈥業S鈥� or 鈥楯SA鈥� checkbox is selected
  • the amount of any taxable Social Security benefits
  • earnings as an employee
  • the amount of company car and fuel, taxable vouchers and payments in kind
  • the amount of any income from self-employment
  • the amount of any other income
  • the income type i.e. 鈥楢ctual鈥� or 鈥楻TI鈥�

Note: RTI was introduced from April 2014.

  • the amount of UY income

听

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Step 4

Where we have obtained RTI information and replayed it on the In Year S17 to the customer, the 鈥榁iew RTI鈥� button will be enabled.

If the 鈥榁iew RTI鈥� button is enabled

  • select 鈥榁iew RTI鈥� to display the RTI information
  • make a note of any information as required.

Note: If there is no RTI data, the checkbox 鈥楴o RTI data for year鈥� will be checked.

If the 鈥榁iew RTI鈥� button is disabled

  • there is no RTI record.