SolvedTCM1000076 | How to check if there is already a tax credits claim for either or both customers
From HM Revenue & Customs · Tax Credits Manual
Step 1
If you have a NINO, go to Step 2.
If you do not have a NINO, go to Step 3.
Step 2
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 a signal box displays the message ‘No Match Found’
there is not already a tax credits claim for the customer
If you are taken to another screen
there is already a tax credits claim for the customer
Note: On a two-person claim, you will need to repeat this action for the second customer.
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 customers
surname
first name
DOB
select ‘All’
select ‘OK’
If a signal box displays the message ‘No Match Found’
there is not already a tax credits claim for the customer
If you are taken to another screen
there is already a tax credits claim for the customer
Note: On a two-person claim, you will need to repeat this action for the second customer.