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HMRC internal manual

Tax Credits Manual

How to check if a payment schedule has been set up

Version 1.0

Changes to previous version - new guidance

Step 1

On the ‘Function Menu’

  • select ‘Household’ on the toolbar
  • select ‘View Account’ from the options available. You will be taken to the ‘Key Entry Data’ screen
  • enter the customer’s NINO
  • select the ‘All’ checkbox
  • select the ‘Payment Schedule’ checkbox
  • select ‘OK’. You will be taken to the ‘Select Award’ screen
  • select the relevant award start date
  • select ‘OK’. You will be taken to the ‘View Direct Payment Schedule’ screen
  • if there is a list of scheduled payment amounts, then the schedule has been set up.