TCM1000202 - How to update previous year income details

Step 1

On the ‘Function Menu’

• select ‘Application’ on the toolbar
• select ‘Correction’ 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 in the Capture Application Function. Do you wish to proceed?’ displays

• select ‘Yes’. You will be taken to the ‘Applicant Details’ screen
• go to Step 3.

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 are updating the previous year (PY) income for customer 1 or ‘Inc2’ where you are updating the PY income for customer 2 on the toolbar. You will be taken to the ‘Income - Applicant 1’ or ‘Income - Applicant 2’ screen
  Note: Where you are updating the PY income for both customers, repeat this step to update the PY income for the other customer as well.
• enter the income details for the appropriate tax year in the ‘Earnings’ field.
  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.
  Note: Some employers include expenses and benefits on the employee’s P60. The value of these benefits is not included in ‘Earnings’ but in ‘Benefits in Kind’. Customers may need to make further enquiries with their employers to establish the corect earnings figure, and enquire whether their emplyer includes BIK in the payroll.
  Note: Real Time Information (RTI) was introduced from April 2014. Income type ‘R’ denotes income has been recorded from RTI. Where you enter or change the amount so that it is different to the RTI amount held, the income status will automatically change to ‘A’. Where there are no RTI earnings amounts held and you enter an income, the status will automatically be set to ‘A’. You will not be allowed to change the income.

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: If 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: If 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.

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Step 3

On the ‘Applicant Details’ screen

• select either ‘Inc1’ if you are updating the PY income for customer 1 or ‘Inc2’ if you are updating the PY income for customer 2 on the toolbar. You will be taken to the ‘Income - Applicant 1’ or ‘Income - Applicant 2’ screen
  Note: Where you are updating the PY income for both customers, repeat this step to update the PY income for the other customer as well.
• enter the new income in the relevant field in the ‘Income Details’ box
• select ‘E’ if you have been provided with estimated income or ‘A’ if you have been provided with actual income in the relevant checkbox next to the updated income
• select ‘Continue’
• do not select ‘Process’, ‘Store’, or ‘OK’ at this point, just return to the guidance you were previously following.