SolvedTCM1000502 | How to check if account details are held for the payment recipient
From HM Revenue & Customs · Tax Credits Manual
Version 1.0
Changes to previous version - new guidance.
Step 1
On the ‘Function Menu’
select ‘Application’ on the toolbar
select ‘View’ from the options available. You will be taken to the ‘Key Entry Data - Applicant’ screen
enter the customers 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 ‘Application Summary’ screen
go to Step 2.
If you are taken to the ‘Select Application Version’ screen
select the latest claim version
select ‘OK’. You will be taken to the ‘Application Summary’ screen
go to Step 2.
If you are taken straight to the ‘Application Summary’ screen, go to Step 2.
Step 2
On the ‘Application Summary’ screen
select ‘Navigation’ on the toolbar
select ‘Payment’ from the options available. You will be taken to the ‘Payment Details’ screen
check if account details are held for the payment recipient
Note: The nominated recipient is shown in the ‘Payment Nomination and Frequency’ field and the account details are shown in the ‘Applicant 1 and/or Applicant 2 Bank Details’ fields.
return to the guidance you were previously following.