TCM1000011 | How to obtain details from the View S17 Details function

Step 1

On the ‘Function Menu’

• select ‘Renewal’ on the toolbar

• select ‘View S17 Details’. You will be taken to the ‘View Section 17 - Current Position’ screen

• enter the customer’s NINO

• select ‘OK’. You will be taken to the ‘Select S17 Period’ screen

• select the relevant period

• select ‘OK’. You will be taken to the ‘View Section 17 - Current Position’ screen

• make a note of the date the Annual Declaration was received

• go to Step 2.

Step 2

If you wish to view the S17 Notices details

• select the ‘Details/RTI’ button below the ‘S17 Notices’ box. You will be taken to the ‘View Section 17 - Issue Details’ screen’

Note: RTI was introduced from April 2014.

Note: Where we have obtained RTI information and replayed it on the S17 to the customer, the ‘View RTI’ button will be enabled.

• make a note of any information as required

• select ‘Cancel’ to return to the ‘View S17 - Current Position’ screen.

If you wish to view the S17 Declaration Details

• select the ‘Details/RTI’ button below ‘Declarations’ box. You will be taken to the View Section 17 - Declaration Details’ screen

• go to Step 3.

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Step 3

If you wish to view RTI details only, go to Step 4.

Note: RTI was introduced from April 2014.

If you wish to view the information provided on the S17

• make a note of the following details for the relevant customer you are dealing with

  • whether the ‘Pension Credit’, ‘IS’ or ‘JSA’ checkbox is selected

  • the amount of any taxable Social Security benefits

  • earnings as an employee

  • the amount of company car and fuel, taxable vouchers and payments in kind

  • the amount of any income from self-employment

  • the amount of any other income

  • the income type i.e. ‘Actual’, Estimate’ or ‘RTI’

Note: RTI was introduced from April 2014.

* the amount of PY-1 income

Note: If ‘PY-1’ is available, you will need to select this to obtain the PY-1 income details.

• go to Step 4.

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Step 4

Where we have obtained RTI information and replayed it on the S17 to the customer, the ‘View RTI’ button will be enabled.

Note: RTI was introduced from April 2014.

If the ‘View RTI’ button is enabled

• select ‘View RTI’ to display the RTI information

• make a note of any information as required.

Note: If there is no RTI data, the checkbox ‘No RTI data for year’ will be checked.

If the ‘View RTI’ button is disabled

• there is no RTI record.