Completing The Screen Based Form R92TC (Info)

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From October 2007, if you are using Function USER REQUESTED PAYMENT to make a manual cashcheque payment you must request manual payments by completing a screen based version of form R92TC, which you will then print off.

The pre-printed version of this form will become obsolete. If a pre-printed form is received at Revenue Finance (Worthing) (RFW), the authorising officer will be contacted by telephone to explain the correct procedure and to confirm that it is appropriate to act on the pre-printed form.

This screen based version of the form R92TC, available on Shared Expertise to Exploit Software (SEES), is to be used by Enquiry Centre and Tax Credit Office (TCO) staff when they have decided that a manual payment is appropriate.

Using the screen based version will help authorising officers to ensure that the form is fully and properly completed. If any errors are found, even mistyped words, the form will be deleted and will have to be completed again. It is essential that the correct claimant details are captured to enable the payment to be accounted for against the correct claimant.

For example, the claimant details entered on the form must be those of the nominated tax credits recipient. If they are not the R92TC processing will fail and the payment will not be posted to the claimant’s account until this is resolved. This could take a considerable amount of time and lead to unnecessary overpayments. If the other claimant or partner is to receive the manual payment but they are not the nominated recipient, their details must be entered as the payee.

When printed, the screen based version is also clear and easy to read, which will help accurate recording of the data by RFW. Because the Total Amount field is automatically completed and the required cashcheque amounts are automatically calculated, there are no discrepancies between the amounts authorised and the amounts actually paid. This will create less errors and lead to quicker processing of the manual payments.

Note: Before following this guidance, ensure that you have access to SEES. You can access SEES by opening Microsoft (MS) Excel and looking for SEES on the menu bar. If it is not there, contact your local Information Technology Support Officer (ITSO) to arrange for SEES to be installed on your desktop computer. All fields can be selected using the mouse or Tab key on the keyboard