SolvedTCM1000129 | How to check for a partner or an appointee
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 - Applicant’ screen
enter the customer’s NINO
select the relevant checkbox
select ‘OK’.
If you are taken to the ‘Select Individual’ 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 relevant claim
select ‘OK’. You will be taken to the ‘Applicant Details’ screen
go to Step 2.
If you are taken straight to the ‘Applicant Details’ screen, go to Step 2.
Step 2
On the ‘Applicant Details’ screen
select ‘Ap2’ on the toolbar. You will be taken to the ‘Applicant Details’ screen where the partner’s details will be shown. This toolbar item will be disabled if there is no partner
select ‘ApT’ on the toolbar. You will be taken to the ‘Appointee’ screen where the appointee’s details will be shown, if there is one.