SolvedTCM1000045 | How to calculate the earliest date a child can be excluded - post award
From HM Revenue & Customs · Tax Credits Manual
Step 1
On the ‘Function Menu’
select ‘Renewal’ on 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
select the relevant claim
select ‘OK’. You will be taken to the ‘Select S17 Period’ screen
the status of each year is shown under ‘Status’
make a note of the earliest unfinalised year containing the child
go to Step 2.
If you are taken straight to the ‘Select S17 Period’ screen
the status of each year is shown under ‘Status’
make a note of the earliest unfinalised year containing the child
go to Step 2.
Step 2
On the ‘Function Menu’
select ‘Application’ on the toolbar
select ‘Correction’ from the options available. You will be taken to the ‘Key Entry Data - Applicant’ screen
enter the customer’s NINO
select the ‘All’ checkbox
select ‘OK’
If you are taken to the ‘Select Application’ screen
select the relevant claim
select ‘OK’. You will be taken to the ‘Applicant Details’ screen
select the ‘Ch’ on the toolbar. You will be taken to the ‘Child Details’ screen
select the relevant child
select ‘Correction’
make a note of the responsibility start date for the child
go to Step 3.
If you are taken straight to the ‘Applicant Details’ screen
select the ‘Ch’ on the toolbar. You will be taken to the ‘Child Details’ screen
select the relevant child
select ‘Correction’
make a note of the responsibility start date for the child
go to Step 3.
Step 3
On the ‘Function Menu’
select ‘Application’ on the toolbar
select ‘View’ from the options available. You will be taken to the ‘Key Entry Data - Applicant’ screen
enter the customer’s NINO
select the ‘All’ checkbox
select ‘OK’
If you are taken to the ‘Select Application’ screen
select the relevant claim
select ‘OK’
go to Step 4.
If you are not taken to the ‘Select Application’ screen, go to Step 4.
Step 4
If you are taken to the ‘Select Application Version’ screen
select the latest version
select ‘OK’. You will be taken to the ‘Application Summary’ screen
make a note of the payment start date
go to Step 5.
If you are taken straight to the ‘Application Summary’ screen
make a note of the payment start date
go to Step 5.
Step 5
Note: Be aware that there may be an award of tax credits which did not include payments for the child you are about to exclude.
Using the three dates you have noted work out the earliest date the child can be excluded from. This must be the earliest date in the unfinalised year when the customer is shown as both responsible and receiving Child Tax Credit for the child.
For example: The earliest unfinalised year is 2010-2011. The child responsibility started on 22 June 2009 and payments of tax credits started on 18 March 2009. The date the child must be excluded is 6 April 2010.