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HMRC internal manual

Tax Credits Manual

From
HM Revenue & Customs
Updated
, see all updates

How to capture In Year Finalisation information from a worklist

Note: RTI was introduced from April 2014. Income type ‘R’ denotes income has been recorded from RTI.

Step 1

On the ‘Function Menu’

  • select ‘Worklist’ on the toolbar
  • select ‘Maintain’
  • select ‘Worklist type’ and ‘Management Unit’
  • highlight the case you are working
  • select ‘File’ and ‘Next Function’ from the drop down menu
  • select ‘Capture IYS17 Notice’
  • select ‘Ok’. You will be taken to the ‘In Year Income and Benefits’ screen, go to .

Step 2

On The ‘In Year Income and Benefits’ screen

  • amend the details in the relevant fields with the details on the Award Declaration provided by the customer

Note: From April 2014 customers must provide ‘actual’ figures for earned income, taxable social security benefits and benefits in kind when making their award declaration. We will no longer accept an estimate for these types of income.

Note: If there are RTI figures available, these will have been input already onto the tax credits system. If these figures are then replaced by new figures, the status will automatically revert to ‘A’.

  • select ‘Continue’
  • go to .

Step 3

Note: If the customer has not signed the Award Declaration, treat it as signed

If the customer has indicated that their circumstances are correct on the Award Declaration

  • select the ‘SOC - Yes’ checkbox
  • select ‘Yes’ in the ‘Signature’ checkbox
  • enter the date the Award Declaration was received in the ‘Received Date’ field
  • select ‘Paper’ or ‘Telephone’, as appropriate, in the ‘Change Source’ field
  • select ‘Process’
  • take no further action.

If the customer has indicated their circumstances are not correct on the Award Declaration

  • select the ‘SOC - No’ checkbox
  • select ‘Yes’ in the ‘Signature’ checkbox
  • enter the date the Award Declaration was received in the ‘Received Date’ field
  • select ‘Paper’ or ‘Telephone’, as appropriate, in the ‘Change Source’ field
  • select ‘Process’
  • take no further action.

If the customer has not selected either box on the Award Declaration to confirm their circumstances were correct

  • select the ‘SOC - Yes’ checkbox
  • select ‘Yes’ in the ‘Signature’ checkbox
  • enter the date the Award Declaration was received in the ‘Received Date’ field
  • select ‘Paper’ or ‘Telephone’, as appropriate, in the ‘Change Source’ field
  • select ‘Process’
  • take no further action.