SolvedTCM1000359 | How to record the issue date of a TC603
From HM Revenue & Customs · Tax Credits Manual
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
Note: When this screen is first displayed, the ‘Period’ checkbox will be automatically populated and should not be changed.
enter the customer’s NINO
enter the relevant tax year in the ‘Period Dates’ field
select ‘OK’.
If you are taken to the ‘Select Household’ screen
select the relevant household
select ‘OK’. You’ll be taken to the ‘Manage Finalisation’ screen
go to Step 2.
If you are 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 are taken straight to the ‘Manage Finalisation’ screen, go to Step 2.
Step 2
On the ‘Manage Finalisation’ screen
select ‘Continue’ twice. You’ll be taken to the ‘Notice Details’ screen
go to Step 3.
Step 3
If the original Annual declaration was a Reply Required
enter the date of issue in the S17 Notice box in the centre of the screen
select OK. This will change the 1SD date to 42 days from today’s date.
If the original Annual declaration was an Auto Renewal, go to Step 4.
Step 4
If the original Annual declaration was an Auto Renewal, we need to change this to make it a Reply Required
in the ‘S17 Notice’ field, select the ‘Not Served Applicant 1’ checkbox and / or ‘Not Served Applicant 2’ checkbox .mark the original declaration as not served. If declarations were issued out to both applicants you will need to mark both applicants as not served
use the reason in the drop down menu as S17 Not Received
enter the date of issue in the manual S17 notice box at the bottom of the screen
enter a tick in applicant 1 in a single claim or in both applicant 1 and applicant 2 in a joint claim
Select OK. Check that the 1SD date has changed to 42 days from today’s date. If the date hasn’t changed then calculate 42 days from today’s date and enter this in the 1SD field.