SolvedTCM1000106 | How to make complete and process into award a pre award claim, customer working 16+ hours a week and receiving Income based Employment and Support Allowance (ESA) or Pension Credit (PC)
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 ‘Correction’ 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’
select ‘OK’. You will be taken to the ‘Applicant Details’ screen
go to Step 2.
Step 2
On the ‘Applicant Details’ screen
select the ‘Summary’ screen
Go to Step 3.
Step 3
On the ‘Summary’ screen, check if there are entries in the ‘Repair Summary’ box.
If there are any entries in the ‘Repair Summary’ box other than ‘work’ or ‘income’ for the applicant you are dealing with
input SM screen note ‘Please action repair as Incomplete and return to Complex MU if required’
select ‘cancel’
transfer the work list item to Incompletes MU, use TCM0322460 for the correct MU. For how to do this, use TCM1000023.
If the only entries are ‘work’ or ‘income’ for the applicant you are dealing with
select ‘Income Application’ for the customer in receipt of ESA
Go to Step 4
Step 4
On the ‘Income Application screen’
remove the tick from the box marked ‘JSA/IS’
check the ‘Summary’ screen to make sure all the repair entries have disappeared
select ‘ok’.
A message will appear ‘application will be processed do you wish to proceed’, select ‘process’ and return to the guidance you were previously following.