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HMRC internal manual

Tax Credits Manual

From
HM Revenue & Customs
Updated
, see all updates

How to use View Household Account to obtain the total amount paid

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 Applicant’ screen
  • enter customers NINO
  • select the ‘All’ checkbox
  • select ‘OK’.

If you are taken straight to the ‘Select Award’ screen 

  • select the relevant award
  • select ‘OK’. You’ll be taken to the ‘View Award Period Summary - Household’ screen
  • go to .

If you are taken straight to the ‘View Award Period Summary - Household’ screen, go to .

Step 2

On the ‘View Award Period Summary - Household’ screen

  • make a note of the total amounts paid for CTC and/or total amounts for WTC.