TCM1000438 - How to check which payments were made after the household breakdown was notified

Version 1.0

Changes to previous version - new guidance.

Step 1

On the ‘Function Menu’

  • select ‘Household’ on the toolbar
  • select ‘View Account’ from the options available. You will be taken to the ‘Key Entry Data’ screen
  • enter the customer’s NINO
  • select the ‘All’ checkbox
  • select the ‘Postings’ checkbox
  • select ‘OK’. You’ll be taken to the ‘Select Award’ screen
  • select the relevant award
  • select ‘OK’. You’ll be taken to the ‘View Award Period Postings’ screen
  • go to Step 2.

Step 2

On the ‘View Award Period Postings’ screen, select each posting with a ‘Posting Date’ after the date the household breakdown was notified.

If there is a credit shown in the ‘Tax Credit Type’ column

  • make a note of the credit shown in the ‘Tax Credit Type’ column
  • make a note of the amount paid in the ‘Amount’ column
  • double click on the posting
  • go to Step 3.

If there isn’t a credit shown in the ‘Tax Credit Type’ column

  • double click on the posting
  • go to Step 4.

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Step 3

If you’re taken to the ‘View BACS Details’ screen

  • make a note of which customer the payment was made to

Note: The customer’s name in the ‘Payee Name’ field will be who the payment was issued to. However, if both customers names are in the ‘Account Name’ field we treat this payment as being made to both customers.

  • you’ve now established the payments that were made after the household breakdown was notified.

If you’re taken to the ‘View Giro Details’ screen

  • make a note of which customer the payment was made to

Note: The customers name in the ‘Payee Details’ field will be who the payment was issued to.

  • you’ve now established the payments that were made after the household breakdown was notified.

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Step 4

If you’re taken to the ‘View BACS Details’ screen

  • make a note of the ‘Net Amount’ figure for CTC shown in the ‘Multiple Postings For Payment’ screen
  • make a note of the ‘Net Amount’ figure for WTC shown in the ‘Multiple Postings For Payment’ screen
  • make a note of which customer the payment was made to

Note: The customers name in the ‘Payee Name’ field will be who the payment was issued to. However if both customers names are in the ‘Account Name’ field we treat this payment as being made to both customers.

  • you’ve now established the payments that were made after the household breakdown was notified.

If you’re taken to the ‘View Giro Details’ screen

  • make a note of the ‘Net Amount’ figure for CTC shown in the ‘Multiple Postings For Payment’ screen
  • make a note of the ‘Net Amount’ figure for WTC shown in the ‘Multiple Postings For Payment’ screen
  • make a note of which customer the payment was made to

Note: The customers name in the ‘Payee Details’ field will be who the payment was issued to.

  • you’ve now established the payments that were made after the household breakdown was notified.