TCM1000191 - How to complete a NIRS Update Referral template

Step 1

If you are completing the referral for a compliance termination, go to Step 3.

If you are completing the referral for any other reason, go to Step 2.

On the NIRS Update Referral template

Note: When completing the template you must use the ‘tab key’ to move from one field to the next. All dates should be entered as ‘dd/mm/yyyy’.

enter the customer’s details in ‘Part 1’
select one of the checkboxes in ‘Part 2’ to show whether the customer is
- disabled
- employed
  and / or
- self-employed
enter all the start and end dates of the WTC basic element received in the relevant tax year
enter your details in ‘Part 4’. You have completed the NIRS Update Referral template.

For compliance termination cases, on the NIRS Update Referral template

Note: When completing the template you must use the ‘tab key’ to move from one field to the next. All dates should be entered as ‘dd/mm/yyyy’.

enter the customer’s details in ‘Part 1’
enter the beginning date of the termination in the ‘From’ box in ‘Part 3’
enter the end date the termination in the ‘To’ box in ‘Part 3’
Note: If the termination applies across multiple tax years you must enter the start date of the first year to the end date of the last year. For example, for a termination that applied across 2008-2009 and 2009-2010 you would enter from 06/04/08 to 05/04/10 on the referral.
enter your details in ‘Part 4’. You have completed the NIRS Update Referral template.