TCM1000050 - How to check which customer returned the Annual Declaration

Version 1.0

Changes to previous version - new guidance

Step 1

On the ‘Function’ Menu

  • select ‘Renewal’ on the toolbar
  • select ‘View S17 Details’ from the options available. You will be taken to the ‘Key Entry Data’ screen
  • enter the customer’s NINO
  • select the ‘All’ checkbox
  • select ‘OK’.

If you are taken to the ‘Select Household’ screen

  • select the relevant claim to highlight
  • select ‘OK’. You will be taken to the ‘Select S17 Period’ screen
  • go to Step 2.

If you are taken to the ‘Select S17 Period’ screen, go to Step 2.

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Step 2

In ‘Select S17 Period’ screen

  • select the relevant year to highlight
  • select ‘OK’. You will be taken to the ‘View S17 Current Position’ screen

Note: If the signals box displays, select ‘Cancel’.

  • select the ‘Details’ box in the ‘Declarations’ field

Note: If the ‘Declarations’ field is blank no declaration has been returned.

Note: If there is more than one declaration for the relevant year you must check all declarations.

  • check the ‘Signed’ box in the ‘Applicant’ field has been ticked for either applicant 1 or applicant 2.