TCM1000359 - How to record the issue date of a TC603

Step 1

On the ‘Function Menu’

  • select ‘Renewal’ on the toolbar
  • select ‘Manage Finalisation’ from the options available. You will be taken to the ‘Key Entry Data - Applicant’ screen

Note: When this screen is first displayed, the ‘Period’ checkbox will be automatically populated and should not be changed.

  • enter the customer’s NINO
  • enter the relevant tax year in the ‘Period Dates’ field
  • select ‘OK’.

If you are taken to the ‘Select Household’ screen

  • select the relevant household
  • select ‘OK’. You’ll be taken to the ‘Manage Finalisation’ screen
  • go to Step 2.

If you are 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 are taken straight to the ‘Manage Finalisation’ screen, go to Step 2.

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Step 2

On the ‘Manage Finalisation’ screen

  • select ‘Continue’ twice. You’ll be taken to the ‘Notice Details’ screen
  • go to Step 3.

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Step 3

If the original Annual declaration was a Reply Required

  • enter the date of issue in the S17 Notice box in the centre of the screen
  • select OK. This will change the 1SD date to 42 days from today’s date.

If the original Annual declaration was an Auto Renewal, go to Step 4.

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Step 4

If the original Annual declaration was an Auto Renewal, we need to change this to make it a Reply Required

  • in the ‘S17 Notice’ field, select the ‘Not Served Applicant 1’ checkbox and / or ‘Not Served Applicant 2’ checkbox .mark the original declaration as not served. If declarations were issued out to both applicants you will need to mark both applicants as not served
  • use the reason in the drop down menu as S17 Not Received
  • enter the date of issue in the manual S17 notice box at the bottom of the screen
  • enter a tick in applicant 1 in a single claim or in both applicant 1 and applicant 2 in a joint claim
  • Select OK. Check that the 1SD date has changed to 42 days from today’s date. If the date hasn’t changed then calculate 42 days from today’s date and enter this in the 1SD field.