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HMRC internal manual

Tax Credits Manual

From
HM Revenue & Customs
Updated
, see all updates

How to access an NTC Listing Unfinalised S17 work list

Version 1.0

Changes to previous version - new guidance

Step 1

If you are working an NTC Listings item from 2007-2008 or later, go to .

If you are working an NTC Listings item from 2006-2007 or earlier, go to .

Step 2

On the ‘Function Menu’

  • select ‘Worklists’ on the toolbar
  • select ‘NTC Listings’ from the options available. You will be taken to the ‘NTC Listings’ screen
  • select ‘Unfinalised S17’ from the ‘Listings Type’ field
  • select ‘000001’ in the selection field
  • select ‘Sort Filter’. You will be taken to the ‘Sort and Filter Listings Entries’ screen
  • select ‘Reference’ from the ‘Filter Listings’ entry by column name’
  • enter the relevant NINO into the ‘From Value’ field
  • enter the relevant NINO into the ‘To Value’ field
  • select ‘OK’, you will be taken to the ‘NTC Listing’ screen. If the work item is on the Unfinalised S17 work list the work item will be displayed here.

Step 3

On the ‘Function Menu’

  • select ‘Worklists’ on the toolbar
  • select ‘NTC Listings’ from the options available. You will be taken to the ‘NTC Listings’ screen
  • select ‘Unfinalised S17’ from the ‘Listings Type’ field
  • select the number which corresponds to the first initial of the surname you require in the selection field

Note: If you are working a claim by the name of Sarah Smith you would select ‘000019’ in the selection field.

  • select ‘Sort Filter’. You will be taken to the ‘Sort and Filter Listings Entries’ screen
  • select ‘Reference’ from the ‘Filter Listings’ entry by column name’
  • enter the relevant NINO into the ‘From Value’ field
  • enter the relevant NINO into the ‘To Value’ field
  • select ‘OK’, you will be taken to the ‘NTC Listing’ screen. If the work item is on the Unfinalised S17 work list the work item will be displayed here.