SolvedTCM1000189 | How to check the customer’s personal 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
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 later guidance 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 later guidance 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’. You will be taken to the ‘Applicant 1 Additional Information’ screen
Note: If you need to check the customer’s partner’s personal details, select ‘Continue’ and you will be taken to the ‘Applicant 2 Additional Information’ screen.
the entries on this screen will tell you the customer’s personal details.