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.