TCM1000060 - How to check the customer’s income figures

Step 1

On the ‘Function Menu’

  • select ‘Application’ on the toolbar
  • select ‘View’ from the options available. You will be taken to the ‘Key Entry Data - Applicant’ screen
  • enter the customer’s NINO
  • select the ‘Latest’ checkbox
  • select ‘OK’.

If you are taken to the ‘Select Application’ screen

  • select the relevant claim
  • select ‘OK’. You will be taken to the ‘Application Summary’ screen
  • go to Step 2.

If you are taken to the ‘Select Application Version’ screen

  • select the relevant version
  • select ‘OK’. You will be taken to the ‘Application Summary’ screen
  • go to Step 2.

If you are taken straight to the ‘Application Summary’ screen, go to Step 2.

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Step 2

On the ‘Application Summary’ screen

  • select ‘Navigation’ on the toolbar
  • select ‘Income’ from the options available. You will be taken to the ‘Income’ screen
  • select the relevant year in the ‘Income Years’ field. All the income for that year will display in the ‘Applicant 1 Income’ and / or ‘Applicant 2 Income’ boxes.

Note: RTI was introduced from April 2014. Income type ‘R’ denoted income has been recorded from RTI.