TCM1000447 - How to view Household Account to establish if all the manual payments have been posted to the customer's account

Step 1

On the 鈥楩unction Menu鈥�

  • select 鈥楬ousehold鈥� on the toolbar
  • select 鈥榁iew Account鈥� from the options available. You鈥檒l be taken to the 鈥楰ey Entry Data - Applicant鈥� screen
  • enter the customer鈥檚 NINO
  • select the 鈥楢ll鈥� checkbox
  • select the 鈥楶ostings鈥� checkbox
  • select 鈥極K鈥�. You鈥檒l be taken to the 鈥楽elect Award鈥� screen
    Note: An error message may be displayed stating you are denied access to details for that customer. If this happens, follow the guidance in TCM0068160.
  • go to Step 2.

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Step 2

Note: Cash cheques may have been used as a payment method prior to April 2017, however since April 2017 customers will need to be paid directly into a bank or building society account. Customers will be required to supply us with account details to enable payments to be made.

On the 鈥楽elect Award鈥� screen

  • select the tax year which relates to the manual payments you noted at step 2 of the guidance you were following
  • select 鈥極K鈥�. You鈥檒l be taken to the 鈥榁iew Award Period Postings鈥� screen
  • from the notes you made at step 2 of the guidance you were following, check that all the manual payments have been recorded posted on the schedule. This will be shown as one of the following Posting types
    • 鈥楳GPC鈥� for manual聽payments for Child Tax Credit (CTC)
    • 鈥楳GPW鈥� for manual聽payments for Working Tax Credit (WTC)
    • 鈥楳GPM鈥� for multiple manual payments.
      Note: The schedule breaks down the total amount for each manual payment, for example a payment of 拢1,000 recorded on Household Notes will show as 拢350, 拢350 and 拢300 on the schedule with the same due date.