TCM1000435 - How to check if a tax credits payment has been issued

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’. You’ll be taken to the ‘Select Award’ screen
  • select the relevant award start date
  • select ‘OK’. You’ll be taken to the ‘View Direct Payment Schedule’ screen
  • locate the payment you’re querying
  • the payment will display as ‘Issued’ if it has been sent to the customer.