TCM1000503 | How to establish if a PY and / or PY - 1 income is required
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 ‘View S17 Details’ from the options available. You will be taken to the ‘Key Entry Data’ screen
enter the customer’s NINO
select the ‘All’ checkbox
select ‘OK’
If you are taken to the ‘Select Household’ screen
select the relevant claim to highlight
select ‘OK’
you will be taken to the ‘Select S17 Period’ screen
go to Step 2.
If you are taken to the ‘Select S17 Period’ screen, go to Step 2.
Step 2
On the ‘Select S17 Period’ screen
select the relevant award to highlight
select ‘OK’. You will be taken to the ‘View S17 Current Position’ screen
Note: if the signals box displays, select ‘Cancel’
select the ‘Details’ box under the ‘Declarations’ field
check if income for PY and PY-1 has been requested