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HMRC internal manual

Tax Credits Manual

How to view the View Direct Payment Schedule

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’ll be taken to the ‘Key Entry Data’ screen
  • enter the customer’s NINO
  • select the ‘All’ checkbox
  • select the ’Payment Schedule’ checkbox
  • select ‘OK’.

If you’re taken to the ‘Select Award’ screen

  • select the relevant award
  • select ‘OK’. You will be taken to the ‘View Direct Payment Schedule’ screen
  • go to Step 2.

If you’re taken straight to the ‘View Direct Payment Schedule’ screen, go to Step 2.

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Step 2

The ‘View Direct Payment Schedule’ screen shows the following

  • ‘Due Date’
  • ‘Issued Date’
  • ‘Net Amount’
  • ‘Amount Recovered’
  • ‘Payment Method’
  • ‘Payment Status’.