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HMRC internal manual

Tax Credits Manual

From
HM Revenue & Customs
Updated
, see all updates

How to check which payment method has been used

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 will 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 .

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

Step 2

On the ‘View Direct Payment Schedule’ screen, note the payment method from the ‘Payment Method’ column. This is the method we have used to pay the customer their tax credits.