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HMRC internal manual

Tax Credits Manual

How to change a customers first specified date (1SD)

Version 1.0

Changes to previous version - new guidance.

Step 1

: Where the customer has more than one claim, make sure you select the correct claim.

On the ‘Function Menu’

  • select ‘Renewal’ on the toolbar
  • select ‘Manage Finalisation’ from the options available. You will be taken to the ‘Key Entry Details - Renewals’ screen
  • enter the customer’s NINO
  • select the relevant checkbox
  • select ‘OK’. You will be taken to the ‘Select S17 Period’ screen
  • select the relevant S17 period (normally PY)
  • select ‘OK’. You will be taken to the ‘manage finalisation’ screen
  • Press the “Continue” button twice
  • In the “Specified Dates - First” box, over-write the current 1SD with the new 1SD you wish to enter
  • Press “OK”