TCM1000607 - How to record the issue date of a TC603 on a Stopping Tax Credit Claim
Step 1
On the ‘Function Menu’
- select ‘IY Finalisation’ on the toolbar
- select ‘Maintain In Year Finalisation’ from the options available. You will be taken to the ‘Key Entry Data - Applicant’ screen
- enter the customer’s NINO
- select ‘OK’
If you are taken to the ‘Select Household’ screen
- select the relevant household
- select ‘OK’. You will be taken to the ‘Maintain In Year Finalisation’ screen
- go to Step 2.
If you are taken to the ‘Select Tax Credit Period’ screen
- select the relevant period
- select ‘OK’. You will be taken to the ‘Maintain In Year Finalisation’ screen
- go to Step 2.
If you are taken straight to the ‘Maintain In Year Finalisation’ screen, go to Step 2.
Step 2
On the ‘Maintain In Year Finalisation’ screen
- select ‘Continue’ once. You will be taken to the ‘Notice Details’ screen
- go to Step 3.
Step 3
If the original Award Declaration was a Reply Required
- enter the date of issue in the ‘IYS17 Notice’ box in the centre of the screen
- select ‘OK’. This will change the IYSD date to 30 days from today’s date.
If the original Award Declaration was an Auto, go to Step 4.
Step 4
As the original Award Declaration was an ‘Auto’ we need to change this to make it a ‘Reply Required’
- in the ‘IY S17 Notice’ field, select the ‘Not Served Applicant 1’ checkbox and/or ‘Not Served Applicant 2’ checkbox. Mark the original declaration as ‘Not Served’. If declarations were issued out to both applicants you will need to mark both applicants as ‘Not Served’
- use the reason in the drop down menu as ‘IYS17 Not Received’
- enter the date of issue in the ‘Manual IYS17 notice’ box at the bottom of the screen
- enter a tick in Applicant 1 in a single claim or in both Applicant 1 and Applicant 2 in a joint claim
- select ‘OK’. Check that the IYSD has changed to 30 days from today’s date. If the date has not changed then calculate 30 days from today’s date and enter this in the IYSD field.