TCM1000016 - How to amend PY and PY-1 income details

Note: RTI was introduced from April 2014. Income type 鈥楻鈥� denotes income has been recorded from RTI.

Step 1

On the 鈥楩unction Menu鈥�

  • select 鈥楢pplication鈥� on the toolbar
  • select 鈥楥orrection鈥� from the options available
  • select 鈥業ncome鈥� on the toolbar. You will be taken to the 鈥業ncome鈥� screen
  • on the 鈥業ncome鈥� screen, amend the PY income details with the details provided on the Annual Declaration (AD) that you have just noted in function 鈥榁iew S17 Details鈥� or the details that the customer has provided or the income figure you have determined should be used (using your best judgement)
  • follow the relevant Changes guidance

Note: Delete any PY and / or PY-1 information from the computer that is not shown on the AD. This will ensure that only the income details declared by the customer on their AD are held on the computer, and the award will therefore be finalised correctly.

  • select the 鈥極K鈥� button. You will be taken to the 鈥楢mend Finish鈥� screen
  • enter the date the notification of the change was received
  • enter the source of the change for example telephone or paper
  • select 鈥極K鈥�. The computer will automatically accept the amendment.