TCM1000366 - How to check for an open appeal

Version 1.0

Changes to previous version - new guidance.

Step 1

On the ‘Function Menu’

  • select ‘Application’ on the toolbar
  • select ‘View’ from the options available. You’ll be taken to the ‘Key Entry Data - Applicant’ screen
  • enter the customer’s NINO
  • select the ‘All’ checkbox
  • select ‘OK’.

If you’re taken to the ‘Select Application’ screen

  • select the relevant claim
  • select ‘OK’. You’ll be taken to the ‘Application Summary’ screen
  • go to Step 2.

If you’re taken to the ‘Select Application Version’ screen

  • select the latest version of the claim
  • select ‘OK’. You’ll be taken to the ‘Application Summary’ screen
  • go to Step 2.

If you’re taken straight to the ‘Application Summary’ screen, go to Step 2.

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Step 2

On the ‘Application Summary’ screen.

If the message ‘Application under appeal’ displays, there is an open appeal on the claim

  • select ‘OK’. You’ll be taken back to the ‘Application Summary’ screen
  • go to Step 3.

If the message ‘Application under appeal’ doesn’t display, there isn’t an open appeal on the claim.

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Step 3

On the ‘Application Summary’ screen

  • select ‘File’ on the toolbar
  • select ‘Next’ from the options available. You’ll be taken to the ‘Function Menu’
  • select ‘Household’ on the toolbar
  • select ‘View Notes’ from the options available. You’ll be taken to the ‘View Household Notes’ screen
  • check the ‘Retained Notes’ field for any messages relating to an open appeal

  • in the ‘Tax Year Based Notes’ field

    • select ‘Appeals’ in the ‘Category Filter’ field
    • check to see whether there are any open appeals. These will have messages with the prefix AC, AS, AM and AW
  • select the ‘Select Tax Year End’ field to check all the available tax years for any messages with the prefix AC, AS, AM and AW.