TCM1000427 - How to check details on a claim using function View Award

Version 1.0

Changes to previous version - new guidance.

Step 1

On the ‘Function Menu’

  • select ‘Award’ on the toolbar
  • select ‘View’ from the options available. You’ll be taken to the ‘Key Entry Data’ screen
  • enter the customer’s NINO
  • select the ‘All’ checkbox
  • select ‘OK’.

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

  • select the relevant individual
  • select ‘OK’. You’ll be taken to the ‘Award Summary’ screen
  • go to Step 2.

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

  • select the relevant award
  • select ‘OK’. You’ll be taken to the ‘Award Summary’ screen
  • go to Step 2.

If you’re taken straight to the ‘Award Summary’ screen, go to Step 2.

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Step 2

On the ‘Award Summary’ screen, the ‘Tax Credit Type’ field will show the original award entitlement.