TCM1000001 - How to update Household Notes
Step 1
Note: Only use abbreviations from the HMRC standard abbreviations list. See the Abbreviations list.
Note: Some areas will calculate and update the computer and then enter a household note for recalculation.
On the 鈥楩unction Menu鈥�
- select 鈥楬ousehold鈥� on the toolbar
- select 鈥楳aintain Notes鈥� from the options available. You will be taken to the 鈥楰ey Entry Data鈥� screen in function 鈥楳aintain Household Notes鈥�
- enter the customer鈥檚 NINO
- select the relevant checkbox
- select 鈥極K鈥�. You will be taken to the 鈥楳aintain Household Notes鈥� screen
- select 鈥楢dd Note鈥�. You will be taken to the 鈥楢dd Note鈥� screen
- select the relevant category from the 鈥楥ategory鈥� field
- go to Step 2
Step 2
If a standardised message is available
- enter the message, including the 4 digit code
- enter the standardised reference relevant to your area at the end of the message
- select 鈥極K鈥�. You will be taken back to the 鈥楳aintain Household Notes鈥� screen
- select 鈥極K鈥�.
If a standardised message is not available
- enter what information was provided
- enter who provided the information
- enter details of any information we gave the customer
- enter any further enquiries we have made
- enter any follow up action that still needs doing
- enter the number of any letter or form you have issued
- enter the standardised reference relevant to your area at the end of听the message
- select 鈥極K鈥�. You will be taken back to the 鈥楳aintain Household Notes鈥� screen
- select 鈥極K鈥�.
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