TCM1000485 - How to check who is the nominated recipient for tax credits payments
Version 1.0
Changes to previous version - new guidance.
Step 1
On the ‘Function Menu’
- select ‘Application’ on the toolbar
- select ‘View’ from the options available. You will be taken to the ‘Key Entry Data - Applicant’ screen
- enter the customer’s NINO
- select the relevant checkbox
- select ‘OK’.
If you are taken to the ‘Select Application’ screen
- select the relevant claim
- select ‘OK’. You will be taken to the ‘Application Summary’ screen
- go to Step 2.
If you are taken to the ‘Select Application Version’ screen
- select the relevant claim version
- select ‘OK’. You will be taken to the ‘Application Summary’ screen
- go to Step 2.
If you are taken straight to the ‘Application Summary’ screen, go to Step 2.
Step 2
On the ‘Application Summary’ screen, for the latest claim
- select ‘Navigation’ on the toolbar
- select ‘Payment’ from the options available. You will be taken to the ‘Payment’ screen
- go to Step 3.
Step 3
On the ‘Payment’ screen, check the ‘Payment Nomination and Frequency’ field for the nominated recipient.