After a follow-up
Local planning guideReconcile an income summary with the records after follow-up
Match every stated income amount to one owner, source type and covered period.
- Market
- UK
- Jurisdiction
- England
- Updated
Short answer
Compare the follow-up with the earlier income summary, correct only the affected amount or period and preserve the change record. Match every stated income amount to one owner, source type and covered period. Do not combine records from different periods or count one payment twice.
Useful context
Reconcile an income summary with the records after follow-up
Each summary line should trace to one applicant, source, covered period and amount so duplicate or mismatched payments are visible.
Here the renter is dealing with reconciliation between an earlier submission and a later question, not initial portal entry mapping.
Action plan
Review income record match in a useful order
Reconcile the summary total back to each selected record.
A blank or ambiguous income record match field remains open until the source or recipient answers it.
- Applicant: reconcile the summary one person at a time so a payment or period is not carried across from another household member.
- Source: keep source context visible rather than converting it into an unsupported assertion.
- Period: state the exact income window covered by the reconciled records.
- Pay date: reconcile each deposit with the pay date on its source before comparing income periods.
- Amount: trace the number to its owner and covered period before comparing it.
Practical example
How the income record match check works
A follow-up reveals that two uploaded files contain the same payment. The renter removes the duplicate from the summary and records which file remains authoritative.
Keep in view
Risks to avoid with income record match
Do not combine records from different periods or count one payment twice.
Keep personal information relevant to the recipient's stated purpose and avoid adding sensitive material that was not requested.
Key points
Record the income record match decision
The completed income record match check should show what was included, what stayed out and why.
Questions
Common questions
Clear answers for the decisions people usually pause on.
Which amount or period changed in the follow-up?
Applicant: reconcile the summary one person at a time so a payment or period is not carried across from another household member. Source: keep source context visible rather than converting it into an unsupported assertion. Period: state the exact income window covered by the reconciled records. Pay date: reconcile each deposit with the pay date on its source before comparing income periods.
Should one payment be counted twice across different periods?
No. You should not combine records from different periods or count one payment twice.
Keep building