SolvedTCM1000008 | How to set an action date
From HM Revenue & Customs · Tax Credits Manual
Version 3.0
Changes to previous version - amended guidance. New steps added.
Step 1
If you are in a work list, go to Step 3.
If you aren’t in a work list, go to Step 2.
If you’ve been taken back to the ‘Maintain Worklist’ screen after working a verification failure, go to Step 4.
Step 2
Note: Use TCM0322460 for the correct MU number.
On the ‘Function Menu’
select ‘Worklists’ on the toolbar
select ‘Maintain’ from the options available. You’ll be taken to the ‘Maintain Worklist’ screen
select the relevant work list from the ‘Worklist Type’ field
select the relevant MU number from the ‘Management Unit’ field. The screen will redisplay with the entries currently on the work list for that MU
go to Step 3.
Step 3
On the ‘Maintain Worklist’ screen
select ‘Sort Filter’. The ‘Sort Filter Worklist Entries’ screen will display
in the ‘Filter 1’ column
select ‘Reference’ from the ‘Worklist Entry by Column name’ field
enter the customer’s NINO in the ‘From Value’ field
enter the customer’s NINO in the ‘To Value’ field
select ‘OK’. You’ll be taken back to the ‘Maintain Worklist’ screen
go to Step 4.
Step 4
On the ‘Maintain Worklist’ screen
select the relevant entry
select ‘Details’. The ‘Worklist Entry Details’ screen will display
enter the new action date in the ‘Action Date’ field
select ‘OK’. You’ve set the action date.