SolvedTCM1000213 | How to amend PY income details if PY is unfinalised
From HM Revenue & Customs · Tax Credits Manual
Step 1
On the ‘Function Menu’
select ‘Application’ on the toolbar
select ‘Correction’ from the options available. You will be taken to the ‘Key Entry Data’ screen
enter the customer’s NINO
select the relevant checkbox
select ‘OK’.
If you are taken to the ‘Select Individual’ screen
select the relevant individual
select ‘OK’. You will be taken to the ‘Applicant Details’ screen
go to Step 2.
If you are taken to the ‘Select Application’ screen
select the relevant claim
select ‘OK’. You will be taken to the ‘Applicant Details’ screen
go to Step 2.
If you are taken straight to the ‘Applicant Details’ screen, go to Step 2.
Step 2
On the ‘Applicant Details’ screen
select either ‘Inc1’ on the toolbar if you are amending PY income details if PY is unfinalised for customer 1 or ‘Inc2’ on the toolbar if you are amending PY income details if PY is unfinalised for customer 2. You will be taken to the ‘Income - Applicant 1’ or ‘Income - Applicant 2’ screen
amend the PY income details in the ‘Income Details’ and ‘Other Income’ boxes with the details provided
Note: Amend the ‘Income’ screens for both customers, if appropriate.
select ‘OK’. You will be taken to the ‘Amend Finish’ screen
do not complete the ‘Amend Finish’ screen at this point, just return to the guidance you were previously following.