SolvedTCM1000103 | How to mark the Annual Declaration as not served
From HM Revenue & Customs · Tax Credits Manual
Version 2.0
Changes to previous version - amended guidance, amendments to step 2.
Step 1
On the ‘Function Menu’
select ‘Renewal’ on the toolbar
select ‘Manage Finalisation’ from the options available. You will be taken to the ‘Key Entry Data - Applicant’ screen
enter the customer’s NINO
select the ‘Period’ checkbox and enter the relevant year as 06/04/YYYY - 05/04/YYYY
select ‘OK’.
If you are taken to the ‘Select Household’ screen
select the relevant household
select ‘OK’. You will be taken to the ‘Manage Finalisation’ screen
go to Step 2.
If you are taken straight to the ‘Manage Finalisation’ screen, go to Step 2.
Step 2
On the ‘Manage Finalisation’ screen
select ‘Continue’. You will be taken to the ‘Finalisation Details’ screen
select ‘Continue’. You will be taken to the ‘Notice Details’ screen
in the ‘S17 Notice’ field, select the ‘Not Served Applicant 1’ checkbox and / or ‘Not Served Applicant 2’ checkbox .
Note: In a joint claim where a family break up has occurred, both checkboxes must be selected.
select ‘Process’. This will mark the Annual Declaration as ‘Not Served’