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HMRC internal manual

Tax Credits Manual

From
HM Revenue & Customs
Updated
, see all updates

How to Process an Award Declaration

Step 1

  • select ‘In Year Finalisation’ on the toolbar
  • select ‘Capture In Year S17 Finalisation’ from the options available. You will be taken to the ‘Key Entry Data - screen
  • enter the customer’s NINO or Barcode (if you are dealing with a manual in year Declaration)
  • select ’OK’

If you’re taken to ‘Select Household’

  • select the relevant household, click ‘OK’. You’ll be taken to the ‘Income and Benefits’ screen go to  

If you’re taken straight to the Income and Benefits screen, go to .

Step 2

On the ‘Income and Benefits’ screen

Note: If a warning message box appears take a note of the message, click ‘OK’

  • complete the screen with the information provided

Note: The calculation of the UY award will result in a UY award status of ‘Finalised’ and an award type of ‘Finalised Actual’.

  • select ‘Continue’, you will be taken to the ‘Declaration’ screen
  • check the ‘Statement of Circumstances’ (SOC) tick box

Note: If the customer hasn’t selected either box on the Declaration to confirm their circumstances were correct, select the ‘SOC - Yes’ checkbox

  • select reason for In Year Finalisation either a completed reply or forced finalisation
  • check & delete any entries on the IYS17 Unfinalised work list
  • check the ‘Yes’ box in the ‘Signature field’
  • select ‘Paper’ or ‘Telephone’ in ‘Source’, whichever is correct
  • select ‘Process’
  • end of action.