TCM1000003 - How to tell if an annual declaration is incomplete
Step 1
On the 鈥楩unction Menu鈥�
- select 鈥楻enewals鈥� on the toolbar
- select 鈥楥apture Renewal Declaration鈥� from the options available. You will be taken to the 鈥楰ey Entry Data - Renewal Declaration鈥� screen
- enter the customer鈥檚 NINO
- select 鈥極K鈥�. You will be taken to the 鈥楽elect Household鈥� screen
- select the relevant household from the options available
- select 鈥極K鈥�. You will be taken to the 鈥業ncome Benefits鈥� screen
Note: An annual declaration is incomplete for PY when one or more of the following has not been provided by the customer - a tick in one of the benefit fields or an income figure in one of the income fields. - select 鈥榗ontinue鈥�. You will be taken to the 鈥楧eclaration鈥� screen.
Note: An annual declaration is incomplete when the customer has not provided a 鈥榊es鈥� or 鈥楴o鈥� answer in the 鈥楽OC Correct鈥� field.
Note: An annual declaration can also be incomplete for PY-1 when the customer has not been provided an income figure in one of the income fields for PY-1.
Note: If PY-1 income is required the 鈥楶Y-1鈥� button is enabled, select 鈥楶Y-1鈥� to go to the PY-1 Income screen.
Note: An earnings amount is also expected when only Company Benefits has been entered in the income fields for both PY or PY-1.
Note: Zero is only accepted as an income figure for self employed or other income.
Note: An Incomplete work item can sometimes populate when the above criteria is met but the information given is not in an acceptable format.
Note: An acceptable format is where the system and or an operator can determine what the information provided actually is.
Note: Both answers to the personal circumstances box have been ticked.