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HMRC internal manual

Tax Credits Manual

How to establish if a PY and / or PY - 1 income is required

Version 1.0

Changes to previous version - new guidance.

Step 1

  • On the ‘Function Menu’
  • select ‘Renewal’ on the toolbar
  • select ‘View S17 Details’ from the options available. You will be taken to the ‘Key Entry Data’ screen
  • enter the customer’s NINO
  • select the ‘All’ checkbox
  • select ‘OK’

If you are taken to the ‘Select Household’ screen

  • select the relevant claim to highlight
  • select ‘OK’
  • you will be taken to the ‘Select S17 Period’ screen
  • go to Step 2.

If you are taken to the ‘Select S17 Period’ screen, go to Step 2.

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Step 2

  • On the ‘Select S17 Period’ screen
  • select the relevant award to highlight
  • select ‘OK’. You will be taken to the ‘View S17 Current Position’ screen

Note: if the signals box displays, select ‘Cancel’

  • select the ‘Details’ box under the ‘Declarations’ field
  • check if income for PY and PY-1 has been requested