TCM1000606 - How to capture In Year Finalisation information from a worklist

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 鈥榃orklist鈥� on the toolbar
  • select 鈥楳aintain鈥�
  • select 鈥榃orklist type鈥� and 鈥楳anagement Unit鈥�
  • highlight the case you are working
  • select 鈥楩ile鈥� and 鈥楴ext Function鈥� from the drop down menu
  • select 鈥楥apture IYS17 Notice鈥�
  • select 鈥極k鈥�. You will be taken to the 鈥業n Year Income and Benefits鈥� screen, go to Step 2.

Step 2

On The 鈥業n Year Income and Benefits鈥� screen

  • amend the details in the relevant fields with the details on the Award Declaration provided by the customer

Note: From April 2014 customers must provide 鈥榓ctual鈥� figures for earned income, taxable social security benefits and benefits in kind when making their award declaration. We will no longer accept an estimate for these types of income.

Note: If there are RTI figures available, these will have been input already onto the tax credits system. If these figures are then replaced by new figures, the status will automatically revert to 鈥楢鈥�.

  • select 鈥楥ontinue鈥�
  • go to Step 3.

Step 3

Note: If the customer has not signed the Award Declaration, treat it as signed

If the customer has indicated that their circumstances are correct on the Award Declaration

  • select the 鈥楽OC - Yes鈥� checkbox
  • select 鈥榊es鈥� in the 鈥楽ignature鈥� checkbox
  • enter the date the Award Declaration was received in the 鈥楻eceived Date鈥� field
  • select 鈥楶aper鈥� or 鈥楾elephone鈥�, as appropriate, in the 鈥楥hange Source鈥� field
  • select 鈥楶rocess鈥�
  • take no further action.

If the customer has indicated their circumstances are not correct on the Award Declaration

  • select the 鈥楽OC - No鈥� checkbox
  • select 鈥榊es鈥� in the 鈥楽ignature鈥� checkbox
  • enter the date the Award Declaration was received in the 鈥楻eceived Date鈥� field
  • select 鈥楶aper鈥� or 鈥楾elephone鈥�, as appropriate, in the 鈥楥hange Source鈥� field
  • select 鈥楶rocess鈥�
  • take no further action.

If the customer has not selected either box on the Award Declaration to confirm their circumstances were correct

  • select the 鈥楽OC - Yes鈥� checkbox
  • select 鈥榊es鈥� in the 鈥楽ignature鈥� checkbox
  • enter the date the Award Declaration was received in the 鈥楻eceived Date鈥� field
  • select 鈥楶aper鈥� or 鈥楾elephone鈥�, as appropriate, in the 鈥楥hange Source鈥� field
  • select 鈥楶rocess鈥�
  • take no further action.