TCM1000011 - How to obtain details from the View S17 Details function
Step 1
On the ‘Function Menu’
- select ‘Renewal’ on the toolbar
- select ‘View S17 Details’. You will be taken to the ‘View Section 17 - Current Position’ screen
- enter the customer’s NINO
- select ‘OK’. You will be taken to the ‘Select S17 Period’ screen
- select the relevant period
- select ‘OK’. You will be taken to the ‘View Section 17 - Current Position’ screen
- make a note of the date the Annual Declaration was received
- go to Step 2.
Step 2
If you wish to view the S17 Notices details
- select the ‘Details/RTI’ button below the ‘S17 Notices’ box. You will be taken to the ‘View Section 17 - Issue Details’ screen’
Note: RTI was introduced from April 2014.
Note: Where we have obtained RTI information and replayed it on the S17 to the customer, the ‘View RTI’ button will be enabled.
- make a note of any information as required
- select ‘Cancel’ to return to the ‘View S17 - Current Position’ screen.
If you wish to view the S17 Declaration Details
- select the ‘Details/RTI’ button below ‘Declarations’ box. You will be taken to the View Section 17 - Declaration Details’ screen
- go to Step 3.
Step 3
If you wish to view RTI details only, go to Step 4.
Note: RTI was introduced from April 2014.
If you wish to view the information provided on the S17
-
make a note of the following details for the relevant customer you are dealing with
- whether the ‘Pension Credit’, ‘IS’ or ‘JSA’ 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. ‘Actual’, Estimate’ or ‘RTI’
Note: RTI was introduced from April 2014.
* the amount of PY-1 income
Note: If ‘PY-1’ is available, you will need to select this to obtain the PY-1 income details.
- go to Step 4.
Step 4
Where we have obtained RTI information and replayed it on the S17 to the customer, the ‘View RTI’ button will be enabled.
Note: RTI was introduced from April 2014.
If the ‘View RTI’ button is enabled
- select ‘View RTI’ to display the RTI information
- make a note of any information as required.
Note: If there is no RTI data, the checkbox ‘No RTI data for year’ will be checked.
If the ‘View RTI’ button is disabled
- there is no RTI record.