TCM1000001 - How to update Household Notes

Step 1

Note: Only use abbreviations from the HMRC standard abbreviations list. See the Abbreviations list.

Note: Some areas will calculate and update the computer and then enter a household note for recalculation.

On the ‘Function Menu’

select ‘Household’ on the toolbar
select ‘Maintain Notes’ from the options available. You will be taken to the ‘Key Entry Data’ screen in function ‘Maintain Household Notes’
enter the customer’s NINO
select the relevant checkbox
select ‘OK’. You will be taken to the ‘Maintain Household Notes’ screen
select ‘Add Note’. You will be taken to the ‘Add Note’ screen
select the relevant category from the ‘Category’ field
go to Step 2

If a standardised message is available

enter the message, including the 4 digit code
enter the standardised reference relevant to your area at the end of the message
select ‘OK’. You will be taken back to the ‘Maintain Household Notes’ screen
select ‘OK’.

If a standardised message is not available

enter what information was provided
enter who provided the information
enter details of any information we gave the customer
enter any further enquiries we have made
enter any follow up action that still needs doing
enter the number of any letter or form you have issued
enter the standardised reference relevant to your area at the end of the message
select ‘OK’. You will be taken back to the ‘Maintain Household Notes’ screen
select ‘OK’.