TCM1000501 - How to process an Annual Declaration
Version 1.0
Changes to previous version - new guidance.
Step 1
- select ‘Renewals’ on the toolbar
- select ‘Capture Renewal Declaration’ from the options available. You’ll be taken to the ‘Key Entry Data - Renewals’ screen
- enter the customer’s NINO or Barcode (if you’re dealing with a manual Annual Declaration)
- select ’OK’
If you’re taken to ‘Select Household’
- select the relevant household, click ‘OK’
If you’re taken to ‘Select S17 period’ screen
- select the relevant tax year that you need to work on
- select ‘OK’. You’ll be taken to the ‘Income / Benefits’ screen
- go to Step 2
If you’re taken straight to the Income / Benefits screen, go to Step 2
Step 2
If you’re taken to the ‘Income / Benefits’ screen
Note: If a warning message box appears take a note of the message, click ‘OK’
- complete the screen with the information provided
Note: If using an estimate check the tick box
- select ‘Continue’. You’ll be taken to the ‘Declaration’ screen
- check the ‘Statement of Circumstances’ (SOC) tick box
Note; If the customer hasn’t selected either box on the Annual Declaration to confirm their circumstances were correct, select the ‘SOC - Yes’ checkbox
- check the ‘Yes’ box in the ‘Signature field’
- select ‘Paper’ or ‘Telephone’ in ‘Source’, whichever is correct
- select ‘Process’