TCM1000428 - How to enter an issue date for a manual annual declaration

Version 1.0

Changes to previous version - new guidance.

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 shouldn’t be changed.

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

If you’re 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’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.

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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

On the ‘Notice Details’ screen

  • delete the 1st Specified Date (1SD) and 2nd Specified Date (2SD) in the ‘Specified Date’ fields

Note: This must be done before you enter the issue date so that the new specified dates can be populated. Ensure both fields are blank before entering the issue date.

  • enter the date you are issuing the Annual Declaration to the customer in the ‘Issue date’ field in the ‘Manual S17 Notice’ box
  • select the ‘Issued to’ checkbox. This will automatically set the specified dates
  • make a note of the new 1SD and 2SD on the form TC648. These can be found in the ‘Specified Date’ fields.

Note: Don’t complete the ‘Manual Issue Date’ field in the ‘S17 Notice’ box in the centre of the screen. This is used by the Manual Correspondence Team only.