SolvedTCM1000033 | How to cancel the checkbox in the Formal Agreement field
From HM Revenue & Customs · Tax Credits Manual
Version 1.0
Changes to previous version - new guidance.
Step 1
On the ‘Function Menu’
select ‘Household’ on the toolbar
select ‘View Overpayment’ from the options available. You will be taken to the ‘Key Entry Data - Applicant’ screen
enter the customer’s NINO
select ‘OK’
If you are taken to the ‘Select Award’ screen
highlight the relevant award
select ‘OK’. You will be taken to the ‘View Overpayment’ screen
go to Step 2.
If you are taken straight to the ‘View Overpayment’ screen
go to Step 2.
Step 2
On the ‘View Overpayment’ screen
select ‘Details’. You will be taken to the ‘View Overpayment - Direct’ screen
select ‘Maintain Overpayment’. You will be taken to the ‘Maintain Overpayments’ screen
cancel the Checkbox in the ‘Formal Agreement’ field
select the ‘OK’ button