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HMRC internal manual

Tax Credits Manual

From
HM Revenue & Customs
Updated
, see all updates

How to check the general notes box using screen 6 on CBOL

Step 1

Access CBOL from your computer desktop, to do this

  • select ‘Start’
  • select ‘All programs’
  • select ‘TCO Services’ from the options available
  • select your designated TCO MFS icon

Note: Your manager will be able to provide you with your designated TCO MFS icon.

  • select ‘1 CBOL Service’ from the options available
  • enter your password in the ‘Please Sign On’ field
  • select ‘Enter’. You will be taken to the ‘Dialogue Menu’ screen
  • go to .

Step 2

To access the customer’s CBOL record on the ‘Dialogue Menu’ screen

  • enter ‘CBO006’ in the ‘Next Dialogue’ field
  • select ‘Enter’
  • enter the customers NINO in the ‘NINO’ field
  • enter ‘Y’ in the ‘Fastpath To ‘CBOL’ field
  • select ‘Enter’
  • the customer’s Child Benefit number will be shown in the ‘Next Item’ field, if there is one
  • enter ‘CBO004’ in the ‘Next Dialogue’ field
  • select the ‘Control’ and ‘*’ keys together on your keyboard. You will be taken to CBOL screen 2 where personal details are shown
  • select ‘F6’ on your Keyboard. You will be taken to the ‘General Notes Details’ on screen 6.