TCM1000488 - How to check if the customer will qualify for an in-year adjustment

Version 1.0

Changes to previous version - new guidance.

Step 1

On the ‘Function Menu’

  • select ‘Award’ on the toolbar
  • select ‘View’ from the options available. You will be taken to the ‘Key Entry Data’ screen
  • enter the customer’s NINO
  • select the ‘Latest’ checkbox
  • select ‘OK’.

If you are taken to the ‘Select Individual’ screen

  • select the relevant individual
  • select ‘OK’. You will be taken to the ‘Award Summary’ screen
  • go to Step 2.

If you are taken to the ‘Select Award’ screen

  • select the latest award
  • select ‘OK’. You will be taken to the ‘Award Summary’ screen
  • go to Step 2.

If you are taken straight to the ‘Award Summary’ screen, go to Step 2.

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Step 2

On the ‘Award Summary’ screen, for the latest award select ‘View Calculation’

If you are taken to the ‘View Calculation’ screen, go to Step 3.

If the message ‘There are no awards for this individual’ displays

  • 100% of the award should be paid
  • no adjustment is required.

If a monetary value is shown for the ‘Family’ or ‘Baby’ elements in the ‘Tapered Ent’ column and all other values are 0.00 in the current entitlement period

  • make a note of your findings
  • 100% of the award should be paid
  • no adjustment is required.

If you established that entitlement has been reduced by Compliance

  • make a note of your findings
  • the claim does not require further adjustment.

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Step 3

On the ‘View Calculation’ screen

  • select ‘View Taper Calcs’. You will taken to the ‘View Taper Calculations’ screen
  • return to the guidance you were previously following.