TCM0138520 - Miscellaneous (P to V): View Claim Summary function (Info)
You can use Function VIEW CLAIM SUMMARY to
- view a summary of the award history for a household, including any outstanding verification failures
- view aspects of payment information for the household
- view information for the tax credit periods from Current Year (CY) to CY-6
- quickly access other functions when you need more detailed information.
Function VIEW CLAIM SUMMARY has the following screens
- View Claim Summary - Initial
- View Claim Summary - Award Versions
- View Claim Summary - Payments.
‘View Claim Summary - Initial’ screen
The ‘View Claim Summary - Initial’ screen will display for pre-award or post award claims, as appropriate. Information messages will display if the claim is pre-award or isn’t fully processed.
You can access other functions on the tax credits computer from the ‘View Claim Summary - Initial’ screen by selecting the appropriate option. You’ll be able to access and view information in
- Function VIEW AWARD
- Function VIEW HOUSEHOLD NOTES
- Function VIEW HOUSEHOLD ACCOUNT
- Function VIEW S17 DETAILS
- Function VIEW APPLICATION.
You can also use the ‘View Claim Summary - Initial’ screen to access and view more specific information for the selected award by selecting
- [Award Versions]
- [Signals]
- [Contact Details].
‘View Claim Summary - Award Versions’ screen
The ‘View Claim Summary - Award Versions’ screen provides summary information for the selected award version. You can access other functions on the tax credits computer from the ‘View Claim Summary - Award Versions’ screen by selecting the appropriate option. You’ll be able to access and view information in
- Function VIEW AWARD
- Function VIEW HOUSEHOLD NOTES
- Function VIEW HOUSEHOLD ACCOUNT
- Function VIEW APPLICATION.
In addition to being able to access these functions from the View Claim Summary - Award Versions screen, you will also be able to go to the View Claim Summary - Payments screen by selecting [Payments].
‘View Claim Summary - Payments’ screen
The ‘View Claim Summary - Payments’ screen shows specific payment information for the selected award version. You can access other functions on the tax credits computer from the ‘View Claim Summary - Payments’ screen by selecting the appropriate option. You’ll be able to access and view information in
- Function VIEW AWARD
- Function VIEW HOUSEHOLD NOTES
- Function VIEW HOUSEHOLD ACCOUNT
- Function MAINTAIN POTENTIAL ENTITLEMENT
- Function VIEW OVERPAYMENT.
Note: Function VIEW CLAIM SUMMARY is a ‘view only’ function. You must follow the applicable guidance for any information shown within these screens - for example, guidance for what to do with Complex cases.