TCM1000341 - How to set the issue date on a manual Annual Declaration
Step 1
On the ‘Function Menu’
- select ‘Renewals’ on the toolbar
- select ‘Manage Finalisation’ from the options available. You’ll be taken to the ‘Key Entry Data - Applicant’ screen
- enter the customer’s NINO
- select the ‘All’ checkbox
- select ‘OK’.
If you’re taken to the ‘Select Tax Credit Period’ screen
- select the relevant period
- select ‘OK’. You’ll be taken to the ‘Manage Finalisation’ screen
- go to Step 2.
If you’re taken straight to the ‘Manage Finalisation’ screen, go to Step 2.
Step 2
On the ‘Manage Finalisation’ screen
- select ‘Continue’. You’ll be taken to the ‘Finalisation Details’ screen
- select ‘Continue’. You’ll be taken to the ‘Notice Details’ screen
- enter the date you’re issuing the manual Annual Declaration in the ‘S17 Notice’ field
- tab out of the field
- select ‘OK’. You’ve set the issue date on the manual Annual Declaration.