TCM1000233 - How to apply the Free Format
Version 1.0
Changes to previous version - new guidance.
Step 1
Note: This guidance should only be followed once all the relevant changes of circumstance have been entered.
On the ‘Unprocessed Changes of Circs’ work list
- select the relevant work list item
Note: The work list item will have the reason ‘COC’ in the ‘Change Details’ column.
- select ‘File’ on the toolbar
- select ‘Next Function’ from the options available. You will be taken to the ‘Work Management - Select Next Function’ screen
- select ‘Amend Application’
- select ‘OK’. You will be taken to the ‘Applicant Details - Applicant 1’ screen
Note: If the ‘Signals’ screen displays, select ‘OK’.
- select ‘View’ on the toolbar
- select ‘Apply Free Format’ from the options available. The ‘Apply Free Format’ screen will display
- select ‘Applied’
- when the message ‘New Tax Credits’ displays, select ‘Yes’. You’ll be taken back to the ‘Applicant Details - Applicant 1’ screen
- select ‘OK’. You will be taken back to the ‘Amend Finish’ screen
- do not complete the ‘Amend Finish’ screen at this point, just return to the guidance you were previously following.