TCM1000605 - How to update UY income details

Step 1

Note: Where one customer in a joint claim provides their current year (UY) income you must obtain the other customer’s UY income as well. You must ensure that the UY income fields are completed for both customers. Where the UY income for one of the customers is nil, you must enter ‘£0.00’. Do not leave the field blank.

Note: For In Year finalisation the customer is required to supply an actual income amount, and the actual ‘A’ status must be selected.

Note: There may already be system estimated ‘S’ amounts held on the tax credits computer. These must be updated with the actual figures provided by the customer, obtained from RTI or manually calculated.

Note: You must always confirm the correct estimated figures for any UY fields that are populated. Do not leave a mix of statuses on the tax credits computer. UY income must not contain a mix of ‘S’ and ‘A’ statuses.

On the ‘Function Menu’

  • select ‘In Year Finalisation’ on the toolbar
  • select ‘Maintain In Year Finalisation’ from the options available. You will be taken to the ‘Key Entry Data’ screen
  • enter the customer’s NINO
  • select ‘OK’. You will be taken to ‘Household Details’ screen
  • go to Step 2.

If you are taken to the ‘Select individual’ screen

  • select the relevant individual that you need to work
  • select ‘OK’. You will be taken to ‘Household Details’ screen
  • go to Step 2.

If you are taken to the ‘Select household’ screen

  • select the relevant household that you need to work
  • select ‘OK’. You will be taken to ‘Household Details’ screen
  • go to Step 2.

Step 2

  • select ‘continue’ until you get to the ‘Capture In Year Income’ screen

  • enter the details for the appropriate tax year relevant field in the ‘Income details’ box

    • Earnings
    • Self Employed
    • Benefits in Kind
    • Social Security benefits
    • Other Actual Income

    Note: Where you are correcting an income amount which was captured in error, for example entered in the ‘Self Employed Profits’ field instead of the ‘Earnings’ field, delete the amount that was entered in error and leave the field blank. Do not replace the figure with ‘£0.00’. You must then enter the correct amount in the correct field, selecting the appropriate status.

  • amend the details in the relevant fields with the details provided by the customer
  • select ‘Back’ until you get to the ‘finalisation details’ screen
  • select ‘OK’.