SolvedTCM1000036 | How to complete the Free Format screen
From HM Revenue & Customs · Tax Credits Manual
Version 1.0
Changes to previous version - new guidance
Step 1
On the ‘Function Menu’
select ‘Application’ on the toolbar
select ‘Change of Circumstances’ from the options available. You will be taken to the ‘Key Entry Data’ screen
enter the customer’s NINO
select the ‘All’ checkbox
select ‘OK’.
If you are taken to the ‘Select Household’ screen
select the relevant claim
select ‘OK’. You will be taken to the ‘Applicant Details’ screen
go to Step 2.
If you are taken to the ‘Select Application’ screen
select the claim which is ‘Partially Captured’ or ‘Awaiting Award’
select ‘OK’. You will be taken to the ‘Applicant Details’ screen
go to Step 2.
If you are taken straight to the ‘Applicant Details’ screen, go to Step 2.
Step 2
On the ‘Applicant Details’ screen
when the following message ‘Details must be recorded on the Free Format screen. Do you wish to proceed?’ display, select ‘Yes’. You will be taken to the ‘Free Format’ screen
enter the details of the change
enter the effective date of the change
enter any other relevant information
select ‘OK’. You have completed the ‘Free Format’ screen.