TCM1000571 | How to view In Year S17 details

Step 1

On the Function Menu

• select ‘In Year Finalisation’ on the toolbar

• select ‘View In Year S17 Details’ from the options available. You will be taken to the ‘Key Entry Data - In Year S17 Notices’ screen

• enter the customer’s NINO

• select ‘OK’.

If you are taken to the ‘Select individual’ screen

• select the relevant individual

• select ‘OK’

If you are taken to the ‘Select Household’ screen

• select the relevant household

• select ‘OK’. You will be taken to the ‘View In Year Section 17 - Current Position’ screen

• where the ‘View In year Section 17 - Current Signals’ screen displays, select ‘Cancel’.

• make a note of the date the In Year Declaration was received

• go to Step 2.

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Step 2

If you wish to view the In Year S17 Notices details

• select the ‘Details’ button below the ‘S17 Notices’ box. You will be taken to the ‘View In Year Section 17 - Issue Details’ screen’

Note: Where we have obtained RTI information and replayed it on the In Year S17 to the customer, the ‘View RTI’ button will be enabled.

• make a note of any information as required

• select ‘Cancel’ to return to the ‘View In Year S17 - Current Position’ screen.

If you wish to view the In Year S17 Declaration Details

• select the ‘Details’ button below ‘Declarations’ box. You will be taken to the View In Year Section 17 - Declaration Details’ screen

• go to Step 3.

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Step 3

If you wish to view RTI details only, go to Step 4.

If you wish to view the information provided on the In Year S17

• make a note of the following details for the relevant customer you are dealing with

• whether the ‘Pension Credit’, ‘IS’ or ‘JSA’ checkbox is selected

• the amount of any taxable Social Security benefits

• earnings as an employee

• the amount of company car and fuel, taxable vouchers and payments in kind

• the amount of any income from self-employment

• the amount of any other income

• the income type i.e. ‘Actual’ or ‘RTI’

Note: RTI was introduced from April 2014.

• the amount of UY income

• go to Step 4.

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Step 4

Where we have obtained RTI information and replayed it on the In Year S17 to the customer, the ‘View RTI’ button will be enabled.

If the ‘View RTI’ button is enabled

• select ‘View RTI’ to display the RTI information

• make a note of any information as required.

Note: If there is no RTI data, the checkbox ‘No RTI data for year’ will be checked.

If the ‘View RTI’ button is disabled

• there is no RTI record.