TCM1000210 - How to amend estimated income to actual income

Version 1.0

Changes to previous version - new guidance

Step 1

On the ‘Function Menu�

  • select ‘Applicationâ€� on the toolbar
  • select ‘Correctionâ€� from the options available. You will be taken to the ‘Key Entry Dataâ€� screen
  • enter the customer’s NINO
  • select the relevant checkbox
  • select ‘OKâ€�.

If you are taken to the ‘Select Individual� screen

  • select the relevant individual
  • select ‘OKâ€�. You will be taken to the ‘Applicant Detailsâ€� screen
  • go to Step 2.

If you are taken to the ‘Select Application� screen

  • select the relevant claim
  • select ‘OKâ€�. You will be taken to the ‘Applicant Detailsâ€� screen
  • go to Step 2.

If you are taken straight to the ‘Applicant Details� screen, go to Step 2.

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Step 2

On the ‘Applicant Details� screen

  • select either ‘Inc1â€� on the toolbar if you are amending estimated income to actual income for customer 1 or ‘Inc2â€� on the toolbar if you are amending estimated income to actual income for customer 2. You will be taken to the ‘Income - Applicant 1â€� or ‘Income - Applicant 2â€� screen
  • wherever the income is completed in the relevant field with an estimated figure, select ‘Aâ€� from the field next to the amount

Note: Amend the ‘Income� screens for both customers, if appropriate.

  • select ‘OKâ€�. You will be taken to the ‘Amend Finishâ€� screen
  • do not complete the ‘Amend Finishâ€� screen at this point, just return to the guidance you were previously following.