TCM1000359 - How to record the issue date of a TC603
Step 1
On the 鈥楩unction Menu鈥�
- select 鈥楻enewal鈥� on the toolbar
- select 鈥楳anage Finalisation鈥� from the options available. You will be taken to the 鈥楰ey Entry Data - Applicant鈥� screen
Note: When this screen is first displayed, the 鈥楶eriod鈥� checkbox will be automatically populated and should not be changed.
- enter the customer鈥檚 NINO
- enter the relevant tax year in the 鈥楶eriod Dates鈥� field
- select 鈥極K鈥�.
If you are taken to the 鈥楽elect Household鈥� screen
- select the relevant household
- select 鈥極K鈥�. You鈥檒l be taken to the 鈥楳anage Finalisation鈥� screen
- go to Step 2.
If you are taken to the 鈥楽elect Tax Credit Period鈥� screen
- select the relevant period
- select 鈥極K鈥�. You鈥檒l be taken to the 鈥楳anage Finalisation鈥� screen
- go to Step 2.
If you are taken straight to the 鈥楳anage Finalisation鈥� screen, go to Step 2.
Step 2
On the 鈥楳anage Finalisation鈥� screen
- select 鈥楥ontinue鈥� twice. You鈥檒l be taken to the 鈥楴otice Details鈥� screen
- go to Step 3.
Step 3
If the original Annual declaration was a Reply Required
- enter the date of issue in the S17 Notice box in the centre of the screen
- select OK. This will change the 1SD date to 42 days from today鈥檚 date.
If the original Annual declaration was an Auto Renewal, go to Step 4.
Step 4
If the original Annual declaration was an Auto Renewal, we need to change this to make it a Reply Required
- in the 鈥楽17 Notice鈥� field, select the 鈥楴ot Served Applicant 1鈥� checkbox and / or 鈥楴ot Served Applicant 2鈥� 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 S17 Not Received
- enter the date of issue in the manual S17 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 1SD date has changed to 42 days from today鈥檚 date. If the date hasn鈥檛 changed then calculate 42 days from today鈥檚 date and enter this in the 1SD field.