TCM1000015 | How to capture renewal information

From HM Revenue & Customs · Tax Credits Manual

Note: RTI was introduced from April 2014. Income type ‘R’ denotes income has been recorded from RTI.

Step 1

On the ‘Function Menu’

select ‘Renewal’ on the toolbar
select ‘Capture Renewal Declaration’ from the options available. You will be taken to the ‘Key Entry Data - Renewal Declaration’ screen
enter the customers NINO
select ‘OK’.

If you are taken to the ‘Select Household’ screen

If you are taken straight to the ‘Income/Benefits’ screen, go to Step 2.

On the ‘Income/Benefits’ screen

amend the details in the relevant fields with the details on the Annual Declaration provided by the customer
Note: From April 2014 customers must provide ‘actual’ figures for earned income, taxable social security benefits and benefits in kind when making their annual declaration. We will no longer accept an estimate for these types of income.
Note: Enter PY-1 details, if applicable.
Note: If you are taken to the ‘Actual Income For PY-1’ screen, select ‘Continue’ again and you will be taken to the ‘Declaration’ screen.
Note: If there are RTI figures available, these will have been input already onto NTC. If these figures are then replaced by new figures, the status will automatically revert to ‘A’.
select ‘Continue’
go to Step 3.

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

select the ‘SOC - Yes’ checkbox
select ‘Yes’ in the ‘Signature’ checkbox
Note: If the customer has not signed the Annual Declaration, you treat it as signed.
enter the date the Annual Declaration was received in the ‘Received Date’ field
select ‘OK’. You will be taken to the ‘Declaration’ screen
select ‘Paper’, ‘Telephone’ or ‘Digital’ as appropriate in the ‘Change Source’ field
select ‘Process’

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

select the ‘SOC - No’ checkbox
select ‘Yes’ in the ‘Signature’ checkbox
Note: If the customer has not signed the Annual Declaration, you treat it as signed.
enter the date the Annual Declaration was received in the ‘Received Date’ field
select ‘OK’. You will be taken to the ‘Declaration’ screen
select ‘Paper’, ‘Telephone’ or ‘Digital’ as appropriate in the ‘Change Source’ field
select ‘Process’

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

select the ‘SOC - Yes’ checkbox
select ‘Yes’ in the ‘Signature’ checkbox
Note: If the customer has not signed the Annual Declaration, you treat it as signed.
enter the date the Annual Declaration was received in the ‘Received Date’ field
select ‘OK’. You will be taken to the ‘Declaration’ screen
select ‘Paper’, ‘Telephone’ or ‘Digital’ as appropriate in the ‘Change Source’ field
select ‘Process’