TCM1000012 - How to access details held on the tax credits computer
Version 2.0
Changes to previous version - amended guidance. Amended to incorporate the pre-award process.
Step 1
If you are working a pre-award case, go to Step 2.
If you are working a post award case, go to Step 3.
Step 2
On the ‘Function Menu’
- select ‘Application’ on the toolbar
- select ‘Capture Current’ from the options available. You will be taken to the ‘Key Entry Data - Applicant’ screen
- enter the customer’s NINO
- select ‘Navigation’ on the toolbar
- select the relevant option to view the required screen
- select ‘Work’ to view the work details for each customer and make a note of any details held.
Step 3
Note: If there is more than one household listed you must access the household applicable to the work item you need to access.
On the ‘Function Menu’
- select ‘Application’ on the toolbar
- select ‘Correction’ from the options available
- enter the customer’s NINO
- the ‘all’ box will be checked, so select ‘OK’
- select the relevant award, for example, PY or CY
- select ‘Navigation’ on the toolbar
- select ‘Work’
-
check the ‘Work’ screen for each customer and make a note of
- number of jobs
Note: If ‘1’ is shown in number of paid jobs and the job is not relevant to PY because it finished in PY-1 or earlier, this could be the reason for the incompatibility.
- start date of current employment (or start date of current self employment)
- select ‘History’ from the toolbar
- select ‘Total Hours Worked’ if this is available from the options. You will be taken to the ‘History’ screen
- make a note of the dates of all the periods for total hours worked for both customers, if applicable
- select ‘Cancel’. You will be taken back to the ‘Work Details’ screen
- select ‘Navigation’ on the toolbar
- select ‘Income’
- select ‘History’ from the toolbar
- select ‘IS’ / ‘JSA’ / ‘ESA’ / ‘MIG’, if available, from the options. You will be taken to the ‘History’ screen
- make a note of the dates of all the periods for PY-1 on the ‘History’ screen for IS / JSA / ESA / MIG (PC), if applicable, for both customers.