SolvedTCM1000375 | How to obtain the information requested for disclosure
From HM Revenue & Customs · Tax Credits Manual
Version 1.0
Changes to previous version - new guidance
Step 1
On the ‘Function Menu’
select ‘Household’ on the toolbar
select ‘View Claim Summary’ from the options available. You will be taken to the ‘Key Entry Data’ screen
enter the customer’s NINO
select the ‘All’ checkbox
select ‘OK’.
If you are taken to the ‘Select Application’ screen
select the relevant claim
select ‘OK’. You will be taken to the ‘View Claim Summary’ screen
go to Step 2.
If you are taken to the ‘Select Award’ screen
select the relevant award
select ‘OK’. You will be taken to the ‘View Claim Summary’ screen
go to Step 2.
If you are taken straight to the ‘View Claim Summary’ screen, go to Step 2.
Step 2
On the ‘View Claim Summary’ screen, go to the following screens to obtain the information requested for disclosure by the outside body
Note: When you have obtained the information requested from each screen, select ‘Cancel’ and you will be taken back to the ‘View Claim Summary’ screen where you can then select the next screen to be taken to.
select ‘View Award’. You will be taken to the ‘Award Summary’ screen
select ‘HH Notes’. You will be taken to the ‘View Household Notes’ screen
select ‘HH Account’. You will be taken to the ‘View Award Period Summary - Household’ screen
select ‘View S17’. You will be taken to the ‘View S17 - Current Position’ screen
select ‘Application’. You will be taken to the ‘Application Summary’ screen
select ‘A Versions’. You will be taken to the ‘View Claim Summary - Award Versions’ screen.
If you need to provide the employer’s name and address, go to Step 3.
If you need to provide any other current information and/or historical information, go to Step 4.
Step 3
On the ‘Function Menu’
select ‘Employer’ on the toolbar
select ‘View Details’ from the options available. You will be taken to the ‘Key Entry Data - Employer’ screen
enter the PAYE reference number
select ‘OK’. You will be taken to the ‘View Employer Summary’ screen where you can obtain the information requested for disclosure by the outside body.
Step 4
On the ‘Function Menu’
select ‘Application’ on the toolbar
select ‘Correction’ or ‘Change of Circumstances’, as appropriate from the options available. You will be taken to the ‘Key Entry Data - Applicant’ screen
enter the customer’s NINO
select the ‘All’ checkbox
select ‘OK’.
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 5.
If you are taken straight to the ‘Applicant Details’ screen, go to Step 5.
Step 5
On the ‘Applicant Details’ screen, obtain the information requested for disclosure by the outside body.