SolvedTCM1000172 | How to amend or delete Appointee details
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
If you’re amending the appointee details, go to Step 2
If you’re deleting the appointee details, go to Step 3
If you’re capturing appointee details, go to Step 4
Step 2
Select the ‘Correction’ option
go to ‘Applicant Details’
select ‘ApT’ on the toolbar menu. You will be taken to the ‘Appointee’ screen
enter the appointee details
enter the reason for the appointee change in the ‘Reason’ field
go to Step 5
Step 3
If the claim is pre-award
use function ‘Capture Application’
go to the Summary Information screen
select the ‘No’ checkbox in the ‘All Signatures Present’ field
Note: If appointee details have already been captured, delete them
select the ‘Change of Circumstances’ option
go to Step 5
If the claim is post award
use function ‘Amend Application’
go to ‘Applicant Details’
select ‘ApT’ on the toolbar menu. You will be taken to the ‘Appointee’ screen
delete the appointee details
go to Step 5
Step 4
If the claim is pre-award
use function ‘Capture Application’
select ‘ApT’ on the toolbar menu. You will be taken to the ‘Appointee’ screen
capture the appointee details
Note: When entering the details the only characters that are valid are alpha characters (A-Z), hyphen (-), apostrophe (‘) and space. If any other characters are entered the claim will remain at status ‘Awaiting Award’ until the invalid characters are removed.
go to Step 5
If the claim is post award
use function ‘Amend Application’
go to ‘Applicant Details’
select ‘ApT’ on the toolbar menu. You will be taken to the ‘Appointee’ screen
capture the appointee details
go to Step 5
Step 5
If the payment details need amending
use function ‘Amend Application’
select ‘Pm1’ on the toolbar menu
amend payment details
go to Step 6
If the payment details don’t need amending, go to Step 6
Step 6
Select the ‘OK’ button. You will be taken to the ‘Amend Finish’ screen
enter the date the notification of the change was received
enter the source of the change for example telephone or paper
enter the reason for the change
select ‘OK’. The computer will automatically accept the amendments made
Note: If the message ‘The year(s) you are changing has been finalised EOY do you wish to proceed?’ displays, the changes you are making will re-finalise the claim. Follow the guidance in TCM0042260 before making the change.
Note: The changes made will not be applied until you complete the ‘Amend Finish’ screen.
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