TCM1000156 | How to access an NTC Listing Unfinalised S17 work list

From HM Revenue & Customs · Tax Credits Manual

Version 1.0

Changes to previous version - new guidance

Step 1

If you are working an NTC Listings item from 2007-2008 or later, go to Step 2.

If you are working an NTC Listings item from 2006-2007 or earlier, go to Step 3.

On the ‘Function Menu’

select ‘Worklists’ on the toolbar
select ‘NTC Listings’ from the options available. You will be taken to the ‘NTC Listings’ screen
select ‘Unfinalised S17’ from the ‘Listings Type’ field
select ‘000001’ in the selection field
select ‘Sort Filter’. You will be taken to the ‘Sort and Filter Listings Entries’ screen
select ‘Reference’ from the ‘Filter Listings’ entry by column name’
enter the relevant NINO into the ‘From Value’ field
enter the relevant NINO into the ‘To Value’ field
select ‘OK’, you will be taken to the ‘NTC Listing’ screen. If the work item is on the Unfinalised S17 work list the work item will be displayed here.

On the ‘Function Menu’

select ‘Worklists’ on the toolbar
select ‘NTC Listings’ from the options available. You will be taken to the ‘NTC Listings’ screen
select ‘Unfinalised S17’ from the ‘Listings Type’ field
select the number which corresponds to the first initial of the surname you require in the selection field

Note: If you are working a claim by the name of Sarah Smith you would select ‘000019’ in the selection field.

select ‘Sort Filter’. You will be taken to the ‘Sort and Filter Listings Entries’ screen
select ‘Reference’ from the ‘Filter Listings’ entry by column name’
enter the relevant NINO into the ‘From Value’ field
enter the relevant NINO into the ‘To Value’ field
select ‘OK’, you will be taken to the ‘NTC Listing’ screen. If the work item is on the Unfinalised S17 work list the work item will be displayed here.