TCM1000341 - How to set the issue date on a manual Annual Declaration

Step 1

On the ‘Function Menu’

  • select ‘Renewals’ on the toolbar
  • select ‘Manage Finalisation’ from the options available. You’ll be taken to the ‘Key Entry Data - Applicant’ screen
  • enter the customer’s NINO
  • select the ‘All’ checkbox
  • select ‘OK’.

If you’re taken to the ‘Select Tax Credit Period’ screen

  • select the relevant period
  • select ‘OK’. You’ll be taken to the ‘Manage Finalisation’ screen
  • go to Step 2.

If you’re taken straight to the ‘Manage Finalisation’ screen, go to Step 2.

Step 2

On the ‘Manage Finalisation’ screen

  • select ‘Continue’. You’ll be taken to the ‘Finalisation Details’ screen
  • select ‘Continue’. You’ll be taken to the ‘Notice Details’ screen
  • enter the date you’re issuing the manual Annual Declaration in the ‘S17 Notice’ field
  • tab out of the field
  • select ‘OK’. You’ve set the issue date on the manual Annual Declaration.