SolvedTCM1000341 | How to set the issue date on a manual Annual Declaration
From HM Revenue & Customs · Tax Credits Manual
Step 1
On the ‘Function Menu’
select ‘Renewals’ on the toolbar
select ‘Manage Finalisation’ from the options available. You’ll be taken to the ‘Key Entry Data - Applicant’ screen
enter the customer’s NINO
select the ‘All’ checkbox
select ‘OK’.
If you’re taken to the ‘Select Tax Credit Period’ screen
select the relevant period
select ‘OK’. You’ll be taken to the ‘Manage Finalisation’ screen
go to Step 2.
If you’re taken straight to the ‘Manage Finalisation’ screen, go to Step 2.
Step 2
On the ‘Manage Finalisation’ screen
select ‘Continue’. You’ll be taken to the ‘Finalisation Details’ screen
select ‘Continue’. You’ll be taken to the ‘Notice Details’ screen
enter the date you’re issuing the manual Annual Declaration in the ‘S17 Notice’ field
tab out of the field
select ‘OK’. You’ve set the issue date on the manual Annual Declaration.