TCM1000427 - How to check details on a claim using function View Award
Version 1.0
Changes to previous version - new guidance.
Step 1
On the ‘Function Menu’
- select ‘Award’ on the toolbar
- select ‘View’ from the options available. You’ll be taken to the ‘Key Entry Data’ screen
- enter the customer’s NINO
- select the ‘All’ checkbox
- select ‘OK’.
If you’re taken to the ‘Select Individual’ screen
- select the relevant individual
- select ‘OK’. You’ll be taken to the ‘Award Summary’ screen
- go to Step 2.
If you’re taken to the ‘Select Award’ screen
- select the relevant award
- select ‘OK’. You’ll be taken to the ‘Award Summary’ screen
- go to Step 2.
If you’re taken straight to the ‘Award Summary’ screen, go to Step 2.
Step 2
On the ‘Award Summary’ screen, the ‘Tax Credit Type’ field will show the original award entitlement.