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HMRC internal manual

Tax Credits Manual

From
HM Revenue & Customs
Updated
, see all updates

How to update Household Notes

Version 2.0

Changes to previous version - amended guidance

Step 1

Note: Only use abbreviations from the HMRC standard abbreviations list. See the Abbreviations list.

Note: Some areas will calculate and update the computer and then enter a household note for recalculation.

On the ‘Function Menu’

  • select ‘Household’ on the toolbar
  • select ‘Maintain Notes’ from the options available. You will be taken to the ‘Key Entry Data’ screen in function ‘Maintain Household Notes’
  • enter the customer’s NINO
  • select the relevant checkbox
  • select ‘OK’. You will be taken to the ‘Maintain Household Notes’ screen
  • select ‘Add Note’. You will be taken to the ‘Add Note’ screen
  • select the relevant category from the ‘Category’ field
  • go to Step 2

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Step 2

If a standardised message is available

  • enter the message, including the 4 digit code
  • enter the standardised reference relevant to your area at the end of the message
  • select ‘OK’. You will be taken back to the ‘Maintain Household Notes’ screen
  • select ‘OK’.

If a standardised message is not available

  • enter what information was provided
  • enter who provided the information
  • enter details of any information we gave the customer
  • enter any further enquiries we have made
  • enter any follow up action that still needs doing
  • enter the number of any letter or form you have issued
  • enter the standardised reference relevant to your area at the end of the message
  • select ‘OK’. You will be taken back to the ‘Maintain Household Notes’ screen
  • select ‘OK’.