SolvedTCM1000428 | How to enter an issue date for a manual annual declaration
From HM Revenue & Customs · Tax Credits Manual
Version 1.0
Changes to previous version - new guidance.
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 shouldn’t be changed.
enter the customer’s NINO
enter the relevant tax year in the ‘Period Dates’ field
select ‘OK’.
If you’re 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’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’ twice. You’ll be taken to the ‘Notice Details’ screen
go to Step 3.
Step 3
On the ‘Notice Details’ screen
delete the 1st Specified Date (1SD) and 2nd Specified Date (2SD) in the ‘Specified Date’ fields
Note: This must be done before you enter the issue date so that the new specified dates can be populated. Ensure both fields are blank before entering the issue date.
enter the date you are issuing the Annual Declaration to the customer in the ‘Issue date’ field in the ‘Manual S17 Notice’ box
select the ‘Issued to’ checkbox. This will automatically set the specified dates
make a note of the new 1SD and 2SD on the form TC648. These can be found in the ‘Specified Date’ fields.
Note: Don’t complete the ‘Manual Issue Date’ field in the ‘S17 Notice’ box in the centre of the screen. This is used by the Manual Correspondence Team only.