TCM1000044 | How to check if the household ended during the renewals period

From HM Revenue & Customs · Tax Credits Manual

Version 1.0

Changes to previous version - new guidance

Step 1

On the ‘Function Menu’

select ‘Renewal’ from the toolbar
select ‘View S17 Details’ from the options available. You will be taken to the ‘Key Entry Data - Renewals’ screen
enter the customer’s NINO
select the ‘All’ checkbox
select ‘OK’.

If you are taken to the ‘Select Household’ screen

If you are taken to the ‘Select S17 Period’ screen

select the relevant award
select ‘OK’. You will be taken to the ‘View Section 17 - Current Position’ screen

Note: If you are taken to the ‘View Section 17 - Current Signals’ screen, select ‘Cancel’.

select the ‘Details’ button under the ‘S17 Notices’ field. You will be taken to the ‘View Section 17 - Issue Details’ screen
check the ‘Key Dates’ field for the customer’s first specified date, shown as 1SD
go to Step 2.

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 in function ‘Applicant’
enter the customer’s NINO
select the ‘All’ checkbox
select ‘OK’. You will be taken to ‘Select Award’ screen
select the latest provisional award version for the award that has been terminated.

Note: If the AD was not returned then CY would be terminated.

If the date in the ‘to’ column is between 6 April and 1SD

If the date in the to column is not between 6 April and 1SD, then the household did not end during the renewals period.

On the ‘Function Menu’

select ‘Household’ on the toolbar
select ‘View Notes’ 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’. You will be taken to ‘View Household Notes’ screen.

If you are taken to the ‘Select Household’ screen

select the relevant claim to highlight
select ‘OK’
check all the entries to determine whether the claim ended due to a household breakdown.