TCM1000357 - How to find the date of the latest award version for a mismatch claim
Step 1
On the ‘Function Menu’
- select ‘Application’ on the toolbar
- select ‘View’ from the options available. You will be taken to the ‘Key Entry Data - Applicant’ screen
- enter the customer’s NINO
- select the ‘period’ checkbox and enter the appropriate tax year in the period box (06-04-ccyy)
- select ‘OK’.
If you are taken to the ‘Select Application’ screen
- select the relevant claim
- select ‘OK’. You will be taken to the ‘Application Summary’ screen
- go to Step 2.
If you are taken to the ‘Select Application Version’ screen
- select the relevant version
- select ‘OK’. You will be taken to the ‘Application Summary’ screen
- go to Step 2.
If you are taken straight to the ‘Application Summary’ screen, go to Step 2.
Step 2
If you are dealing with a mismatch bad claim
- determine the bad and clean cases by comparing the details shown on the Application Summary screen against the Mismatch proforma sheet within the casepapers.
If you are dealing with a mismatch clean claim
- find the date of the latest award version for the tax year specified.
Note: This date should be the same as the amended date on form TC603R.