TCM1000093 | How to enter benefit start or end dates on a post award claim

From HM Revenue & Customs · Tax Credits Manual

Step 1

If you are not already on the ‘Income’ screen, go to Step 2.

If you are already on the ‘Income’ screen, go to Step 3.

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 relevant checkbox
select ‘OK’, you will be taken to the ‘Applicant Details’ screen.

If you are taken to the ‘Select Household’ screen

If you are taken to the ‘Select Application’ screen

If you are taken straight to the ‘Applicant Details’ screen

If the customer is due the four-week run-on entitlement, go to Step 7.

If the customer is not due the four-week run-on entitlement, go to Step 4.

If you want to enter a benefit end date, go to Step 5.

If you want to enter a benefit start date using actual start date, go to Step 6.

Enter the IS, JSA (IB), ESA (IR) or PC end date in the appropriate field

enter the end date in the ‘In receipt of’ field for the appropriate benefit
Note: Use the JSA field for either JSA or ESA.
select ‘OK’, you will be taken to the ‘Amend Finish’ screen
return to the guidance you were previously following.

Enter the IS, JSA (IB), ESA (IR) or PC start date in the appropriate field

enter the start date in the ‘In receipt of’ field for the appropriate benefit
Note: Use the JSA field for either JSA or ESA.
Note: Use the MIG field for PC.
Note: If the start date is more than one month before today’s date, because the customer failed to notify you and you were notified today, a restriction will be correctly applied by the computer.
select ‘OK’, you will be taken to the ‘Amend Finish’ screen
return to the guidance you were previously following.

Enter benefit start date after 28-day effective date.

Enter the IS, JSA (IB), ESA (IR) or PC start date as the day after the new effective date in the appropriate field

note the new benefit start date to be entered on the tax credits computer
Note: This is 29 calendar days after the date of change (we count from the day after the change).
enter the new start date in the ‘In receipt of’ field for the appropriate benefit
Note: Use the JSA field for either JSA or ESA.
Note: If the start date is more than one month before today’s date, because the customer failed to notify you and you were notified today, a restriction will be correctly applied by the computer.
select ‘OK’. You will be taken to the ‘Amend Finish’ screen
return to the guidance you were previously following.