TCM1000175 | How to obtain the customer’s telephone number when the claim is pre-award

From HM Revenue & Customs · Tax Credits Manual

Version 2.0

Changes to previous version - amended guidance.

Step 1

If you are working a work list entry, go to Step 3.

If you aren’t working a work list entry, go to Step 2.

On the ‘Function Menu’

select ‘Application’ on the toolbar
select ‘Capture Current’ from the options available. You’ll be taken to the ‘Key Entry Data - Applicant’ screen
enter the customer’s NINO
select ’OK’. You’ll be taken to the ‘Applicant 1’ screen

Note: If the ‘Signals’ screen displays, select ‘OK’.

any telephone numbers we hold for the customer will be shown in the ‘Telephone Number’ fields
if you need to find a telephone number for customer 2
select ‘Continue’. You’ll be taken to ‘Applicant 2 Additional Information’ screen
any telephone numbers we hold for the customer will be shown in the ‘Telephone Number’ fields.

On the ‘Maintain Worklist’ screen

select ‘File’ from the toolbar
select ‘Next Function’. You’ll be taken to the ‘Work Management - Select Next Function’ screen
select ‘View Application’. You’ll be taken to the ‘Application Summary’ screen
select ‘Continue’. You’ll be taken to ‘Applicant 1 Additional Information’ screen
any telephone numbers we hold for the customer will be shown in the ‘Telephone Number’ fields
if you need to find a phone number for customer 2
select ‘Continue’. You’ll be taken to ‘Applicant 2 Additional Information’ screen
any phone numbers we hold for the customer will be shown in the ‘Telephone Number’ fields.