TCM1000213 - How to amend PY income details if PY is unfinalised

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 Individual’ screen

  • select the relevant individual
  • 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 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’ on the toolbar if you are amending PY income details if PY is unfinalised for customer 1 or ‘Inc2’ on the toolbar if you are amending PY income details if PY is unfinalised for customer 2. You will be taken to the ‘Income - Applicant 1’ or ‘Income - Applicant 2’ screen
  • amend the PY income details in the ‘Income Details’ and ‘Other Income’ boxes with the details provided

Note: Amend the ‘Income’ screens for both customers, if appropriate.

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