TCM1000201 - How to update current year income details

Step 1

Note: Where one customer in a joint claim provides their current year (CY) income you must obtain the other customer’s CY income as well. You must ensure that the CY income fields are completed for both customers. Where the CY income for one of the customers is nil, you must enter ‘£0.00’. Do not leave the field blank.

Note: When estimated income for CY has been entered, you must select the estimated ‘E’ status.

Note: There may already be system estimated ‘S’ amounts held on the tax credits computer. These must be updated with the estimated figures provided by the customer.

Note: You must always confirm the correct estimated figures for any CY fields that are populated. Do not leave a mix of statuses on the tax credits computer. CY income must not contain a mix of ‘S’ and ‘E’ statuses.

On the ‘Function Menu’

  • select ‘Application’ on the toolbar
  • select ‘Change of Circumstances’ from the options available. You will be taken to the ‘Key Entry Data’ screen
  • enter the customer’s NINO
  • select the relevant checkbox
  • select ‘OK’.

If you are taken to the ‘Select Household’ screen

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

If you are taken to the ‘Select Application’ screen

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

If the message ‘Details must be recorded on the Free Format screen. Do you wish to proceed’ displays

  • select ‘Yes’. You will be taken to the ‘Free Format’ screen
  • do not complete the ‘Free Format’ screen at this point, just return to the guidance you were previously following.

If you are taken straight to the ‘Applicant Details’ screen, go to Step 2.

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Step 2

On the ‘Applicant Details’ screen

  • select either ‘Inc1’ (if you’re updating the CY income for customer 1) or ‘Inc2’ (if you’re updating the CY income for customer 2) on the toolbar. You’ll be taken to the ‘Income - Applicant 1’ or ‘Income - Applicant 2’ screen

Note: Where you are updating the CY income for both customers, repeat this step to update the CY income for the other customer as well.

  • enter the details for the appropriate tax year relevant field in the ‘Income details’ box

    • Earnings
    • Self Employed
    • Benefits in Kind
    • Social Security benefits

Note: Where you are correcting an income amount which was captured in error, for example entered in the ‘Self Employed Profits’ field instead of the ‘Earnings’ field, delete the amount that was entered in error and leave the field blank. Do not replace the figure with ‘£0.00’. You must then enter the correct amount in the correct field, selecting the appropriate status.

If the income provided is estimated income

  • select ‘E’ from the drop down menu
  • select ‘OK’. You will be taken to the ‘Amend Finish’ screen

Note: Where the ‘OK’ button is not available, make the changes on the ‘Income’ screen and then go to another screen and select ‘OK’ on that screen.

  • do not complete the ‘Amend Finish’ screen at this point, just return to the guidance you were previously following.

If the income provided is actual income

  • select ‘A’ from the drop down menu
  • select ‘OK’. You will be taken to the ‘Amend Finish’ screen

Note: Where the ‘OK’ button is not available, make the changes on the ‘Income’ screen and then go to another screen and select ‘OK’ on that screen.

  • do not complete the ‘Amend Finish’ screen at this point, just return to the guidance you were previously following.