TCM1000501 | How to process an Annual Declaration

Version 1.0

Changes to previous version - new guidance.

Step 1

• select ‘Renewals’ on the toolbar

• select ‘Capture Renewal Declaration’ from the options available. You’ll be taken to the ‘Key Entry Data - Renewals’ screen

• enter the customer’s NINO or Barcode (if you’re dealing with a manual Annual Declaration)

• select ’OK’

If you’re taken to ‘Select Household’

• select the relevant household, click ‘OK’

If you’re taken to ‘Select S17 period’ screen

• select the relevant tax year that you need to work on

• select ‘OK’. You’ll be taken to the ‘Income / Benefits’ screen

• go to Step 2

If you’re taken straight to the Income / Benefits screen, go to Step 2

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Step 2

If you’re taken to the ‘Income / Benefits’ screen

Note: If a warning message box appears take a note of the message, click ‘OK’

• complete the screen with the information provided

Note: If using an estimate check the tick box

• select ‘Continue’. You’ll be taken to the ‘Declaration’ screen

• check the ‘Statement of Circumstances’ (SOC) tick box

Note; If the customer hasn’t selected either box on the Annual Declaration to confirm their circumstances were correct, select the ‘SOC - Yes’ checkbox

• check the ‘Yes’ box in the ‘Signature field’

• select ‘Paper’ or ‘Telephone’ in ‘Source’, whichever is correct

• select ‘Process’