TCM1000464 | How to disregard an 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 ‘Renewals’ on the toolbar
select ‘Manage Finalisation’ from the options available. You’ll be taken to the ‘Key Entry Data - Renewals’ screen
enter the customer’s NINO
select the ‘All’ checkbox
select ‘OK’. You’ll be taken to the ‘Select Tax Credit Period’ screen
select the relevant tax year that you need to work
select ‘OK’. You’ll be taken to function ‘Manage Finalisation’
select ‘Continue’ twice. You’ll be taken to the ‘Notice Details’ screen
select the ‘Disregard’ checkbox

Note: Where the family has broken down, make sure you select the correct notice to disregard. In these cases, the second customer’s details are shown on the right-hand side of the screen.

select the appropriate category in the ‘Actioned By’ field to reflect the area in which you work
select the appropriate reason in the ‘Reason’ field

Note: If the family has broken down or if the reason is ‘Duplicate’ or ‘Incomplete’, select the reason ‘Incomplete Reply’.

select ‘OK’. You’ve disregarded the Annual Declaration.