SolvedTCM1000136 | How to set the Complex Case and Manual Correspondence markers
From HM Revenue & Customs · Tax Credits Manual
Version 1.0
Changes to previous version - new guidance.
Step 1
Note: Once the ‘Complex Case’ marker has been set, it can’t be removed.
Note: Selecting the ‘Complex Case’ checkbox, automatically selects the ‘Manual Correspondence’ checkbox.
On the ‘Function Menu’
select ‘Application’ on the toolbar
select ‘Correction’ from the options available. You’ll be taken to the ‘Key Entry Data’ screen
enter the customer’s NINO
select the ‘All’ checkbox
select ‘OK’.
If you’re taken to the ‘Select Individual’ screen
select the relevant claim
select ‘OK’. You’ll be taken to the ‘Applicant Details’ screen
go to Step 2.
If you’re taken to the ‘Select Application’ screen
select the relevant claim
select ‘OK’. You’ll be taken to the ‘Applicant Details’ screen
go to Step 2.
If you’re taken straight to the ‘Applicant Details’ screen, go to Step 2.
Step 2
On the ‘Applicant Details’ screen
Note: If the ‘Signals’ screen displays, select ‘OK’.
select ‘Household’ on the toolbar
select ‘Details’ from the options available. You’ll be taken to the ‘Household Details’ screen
select the ‘Complex Case’ checkbox. This will set the ‘Complex Case’ and ‘Manual Correspondence’ markers
select ‘OK’. You’ll be taken to the ‘Amend Finish’ screen
don’t complete the ‘Amend Finish’ screen at this point, just return to the guidance you were previously following.