SolvedTCM1000188 | How to check if a customer is employed, self-employed or both
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 ‘View’ from the options available. You will be taken to the ‘Key Entry Data - Applicant’ screen
enter the customer’s NINO
select the ‘All’ checkbox
select ‘OK’.
If you are taken to the ‘Select Individual’ screen
select the relevant claim
select ‘OK’. You will be taken to the ‘Application Summary’ screen
Note: If you are instead taken to the ‘Select Application’ screen or the ‘Select Application Version’ screen, follow the guidance below for those screens.
go to Step 2.
If you are taken to the ‘Select Application’ screen
select the claim with the status of ‘Award Issued’
select ‘OK’. You will be taken to the ‘Application Summary’ screen
Note: If you are instead taken to the ‘Select Application Version’ screen, follow the guidance below for that screen.
go to Step 2.
If you are taken to the ‘Select Application Version’ screen
select the relevant version of the claim
select ‘OK’. You will be taken to the ‘Application Summary’ screen
go to Step 2.
If you are taken straight to the ‘Application Summary’ screen, go to Step 2.
Step 2
On the ‘Application Summary’ screen
select ‘Continue’ until you are taken to the ‘Applicant 1 Work’ screen
Note: If you need to check whether the customer’s partner is employed, self-employed or both, select ‘Continue’ and you will be taken to the ‘Applicant 2 Work’ screen.
any entries in the ‘Employment Details’ and ‘Self Employed Details’ boxes will tell you whether the customer is employed, self-employed or both.