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HMRC internal manual

Tax Credits Manual

From
HM Revenue & Customs
Updated
, see all updates

How to capture renewal information

Note: RTI was introduced from April 2014. Income type ‘R’ denotes income has been recorded from RTI.

Step 1

On the ‘Function Menu’

  • select ‘Renewal’ on the toolbar
  • select ‘Capture Renewal Declaration’ from the options available. You will be taken to the ‘Key Entry Data - Renewal Declaration’ screen
  • enter the customers NINO
  • select ‘OK’.

If you are taken to the ‘Select Household’ screen

  • select the relevant household
  • select ‘OK’. You will be taken to the ‘Income/Benefits’ screen
  • go to Step 2.

If you are taken straight to the ‘Income/Benefits’ screen, go to Step 2.

Step 2

On the ‘Income/Benefits’ screen

  • amend the details in the relevant fields with the details on the Annual Declaration provided by the customer
    Note: From April 2014 customers must provide ‘actual’ figures for earned income, taxable social security benefits and benefits in kind when making their annual declaration. We will no longer accept an estimate for these types of income.
    Note: Enter PY-1 details, if applicable.
    Note: If you are taken to the ‘Actual Income For PY-1’ screen, select ‘Continue’ again and you will be taken to the ‘Declaration’ screen.
    Note: If there are RTI figures available, these will have been input already onto NTC. If these figures are then replaced by new figures, the status will automatically revert to ‘A’.
  • select ‘Continue’
  • go to Step 3.

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Step 3

If the customer has indicated that their circumstances are correct on the Annual Declaration

  • select the ‘SOC - Yes’ checkbox
  • select ‘Yes’ in the ‘Signature’ checkbox
    Note: If the customer has not signed the Annual Declaration, you treat it as signed.
  • enter the date the Annual Declaration was received in the ‘Received Date’ field
  • select ‘OK’. You will be taken to the ‘Declaration’ screen
  • select ‘Paper’, ‘Telephone’ or ‘Digital’ as appropriate in the ‘Change Source’ field
  • select ‘Process’
  • take no further action.
     

If the customer has indicated that their circumstances are not correct on the Annual Declaration

  • select the ‘SOC - No’ checkbox
  • select ‘Yes’ in the ‘Signature’ checkbox
    Note: If the customer has not signed the Annual Declaration, you treat it as signed.
  • enter the date the Annual Declaration was received in the ‘Received Date’ field
  • select ‘OK’. You will be taken to the ‘Declaration’ screen
  • select ‘Paper’, ‘Telephone’ or ‘Digital’ as appropriate in the ‘Change Source’ field
  • select ‘Process’
  • take no further action.
     

If the customer has not selected either box on the Annual Declaration to confirm their circumstances were correct

  • select the ‘SOC - Yes’ checkbox
  • select ‘Yes’ in the ‘Signature’ checkbox
    Note: If the customer has not signed the Annual Declaration, you treat it as signed.
  • enter the date the Annual Declaration was received in the ‘Received Date’ field
  • select ‘OK’. You will be taken to the ‘Declaration’ screen
  • select ‘Paper’, ‘Telephone’ or ‘Digital’ as appropriate in the ‘Change Source’ field
  • select ‘Process’
  • take no further action.