SolvedTCM1000607 | How to record the issue date of a TC603 on a Stopping Tax Credit Claim
From HM Revenue & Customs · Tax Credits Manual
Step 1
On the ‘Function Menu’
select ‘IY Finalisation’ on the toolbar
select ‘Maintain In Year Finalisation’ from the options available. You will be taken to the ‘Key Entry Data - Applicant’ screen
enter the customer’s NINO
select ‘OK’
If you are taken to the ‘Select Household’ screen
select the relevant household
select ‘OK’. You will be taken to the ‘Maintain In Year Finalisation’ screen
go to Step 2.
If you are taken to the ‘Select Tax Credit Period’ screen
select the relevant period
select ‘OK’. You will be taken to the ‘Maintain In Year Finalisation’ screen
go to Step 2.
If you are taken straight to the ‘Maintain In Year Finalisation’ screen, go to Step 2.
Step 2
On the ‘Maintain In Year Finalisation’ screen
select ‘Continue’ once. You will be taken to the ‘Notice Details’ screen
go to Step 3.
Step 3
If the original Award Declaration was a Reply Required
enter the date of issue in the ‘IYS17 Notice’ box in the centre of the screen
select ‘OK’. This will change the IYSD date to 30 days from today’s date.
If the original Award Declaration was an Auto, go to Step 4.
Step 4
As the original Award Declaration was an ‘Auto’ we need to change this to make it a ‘Reply Required’
in the ‘IY S17 Notice’ field, select the ‘Not Served Applicant 1’ checkbox and/or ‘Not Served Applicant 2’ checkbox. Mark the original declaration as ‘Not Served’. If declarations were issued out to both applicants you will need to mark both applicants as ‘Not Served’
use the reason in the drop down menu as ‘IYS17 Not Received’
enter the date of issue in the ‘Manual IYS17 notice’ box at the bottom of the screen
enter a tick in Applicant 1 in a single claim or in both Applicant 1 and Applicant 2 in a joint claim
select ‘OK’. Check that the IYSD has changed to 30 days from today’s date. If the date has not changed then calculate 30 days from today’s date and enter this in the IYSD field.