SolvedTCM1000060 | How to check the customer’s income figures
From HM Revenue & Customs · Tax Credits Manual
Step 1
On the ‘Function Menu’
select ‘Application’ on the toolbar
select ‘View’ from the options available. You will be taken to the ‘Key Entry Data - Applicant’ screen
enter the customer’s NINO
select the ‘Latest’ checkbox
select ‘OK’.
If you are taken to the ‘Select Application’ screen
select the relevant claim
select ‘OK’. You will be taken to the ‘Application Summary’ screen
go to Step 2.
If you are taken to the ‘Select Application Version’ screen
select the relevant version
select ‘OK’. You will be taken to the ‘Application Summary’ screen
go to Step 2.
If you are taken straight to the ‘Application Summary’ screen, go to Step 2.
Step 2
On the ‘Application Summary’ screen
select ‘Navigation’ on the toolbar
select ‘Income’ from the options available. You will be taken to the ‘Income’ screen
select the relevant year in the ‘Income Years’ field. All the income for that year will display in the ‘Applicant 1 Income’ and / or ‘Applicant 2 Income’ boxes.
Note: RTI was introduced from April 2014. Income type ‘R’ denoted income has been recorded from RTI.