TCM1000435 | How to check if a tax credits payment has been issued

Version 1.0

Changes to previous version - new guidance.

Step 1

On the ‘Function Menu’

• select ‘Household’ on the toolbar

• select ‘View Account’ from the options available. You’ll be taken to the ‘Key Entry Data’ screen

• enter the customer’s NINO

• select the ‘All’ checkbox

• select the ‘Payment Schedule’ checkbox

• select ‘OK’. You’ll be taken to the ‘Select Award’ screen

• select the relevant award start date

• select ‘OK’. You’ll be taken to the ‘View Direct Payment Schedule’ screen

• locate the payment you’re querying

• the payment will display as ‘Issued’ if it has been sent to the customer.