TCM1000193 - How to trace a customer on TBS
Version 1.0
Changes to previous version - new guidance
Step 1
From 바카라 사이트˜My Workplace바카라 사이트™
- select 바카라 사이트˜Corporate Services바카라 사이트™
- select 바카라 사이트˜Interim Single Sign On (ISSO)바카라 사이트™
- select 바카라 사이트˜TBS View Service바카라 사이트™ from the options available
- select 바카라 사이트˜Find Taxpayer바카라 사이트™
-
enter the customer바카라 사이트™s
- surname
- forename
- date of birth. You will need to enter it in the format DD-MM-YYYY
- select 바카라 사이트˜Find바카라 사이트™. You will be taken to the 바카라 사이트˜Find Taxpayer바카라 사이트™ screen
- check the list of names and details on this screen with the customer details you have.
If you find details on the list that match the customer details you have
- you have successfully traced the customer
- note any details you need, for example the NINO.
Note: You must check all the details carefully until you are happy you have traced the correct tax credits customer.
If you are not sure any details on the list match the customer details you have, go to Step 2.
Step 2
On the 바카라 사이트˜Find Taxpayer바카라 사이트™ screen
- select the customer you think most closely matches the customer details you have
- select 바카라 사이트™OK바카라 사이트™. You will be taken to the 바카라 사이트˜View Taxpayer Summary Details바카라 사이트™ screen.
Note: This screen will provide you with more details of the selected customer.
If you are satisfied that this customer matches the details you have
- you have successfully traced the customer
- note any details you need, for example the NINO.
Note: You must check all the details carefully until you are happy you have traced the correct tax credits customer.
If you are still not sure that this customer matches the details you have
- select 바카라 사이트˜View바카라 사이트™ on the toolbar
- select 바카라 사이트˜Address History바카라 사이트™ from the options available. You will be taken to the 바카라 사이트˜View Taxpayer Address History바카라 사이트™ screen
- check all the previous addresses in the 바카라 사이트˜Address History바카라 사이트™ field to see if the details match the address you have
- go to Step 3.
Step 3
If you are satisfied you have found the customer that matches the details you have
- you have successfully traced the customer
- note any details you need, for example the NINO.
Note: You must check all the details carefully until you are happy you have traced the correct tax credits customer.
If you are still not satisfied you have found the correct customer to match the details you have
- select 바카라 사이트˜OK바카라 사이트™. You will be taken back to the 바카라 사이트˜View Taxpayer Summary Details바카라 사이트™ screen
- select 바카라 사이트˜OK바카라 사이트™. You will be taken back to the 바카라 사이트˜Find Taxpayer바카라 사이트™ screen
- select a different customer and go back to Step 2.