SolvedTCM1000229 | How to check for CY entitlement
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’ll be taken to the ‘Key Entry Data - Applicant’ screen
enter the customer’s NINO
select the relevant checkbox
select ‘OK’.
If you are taken to the ‘Select Application’ screen
select the relevant claim
select ‘OK’ You’ll be taken to the ‘Application Summary’ screen
go to Step 2.
If you are taken to the ‘Select Application Version’ screen
select the latest version
select ‘OK’ You’ll 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.
If a household breakdown message displays
make a note of the date of the household breakdown
where the household breakdown is 06/04/20XX (CY) or later there will be some CY entitlement.
If a 05/04/20XX message displays, the customer has not returned their Annual Declaration and therefore there is no CY entitlement.
If no message displays, go to Step 3.
Step 3
On the ‘Application Summary’ screen, check the ‘Status’ field.
If the status is ‘Award Issued’, the customer has CY entitlement.
If the status is ‘Awaiting Award’, the customer’s CY entitlement has not yet been established.
If the status is ‘Rejected’, the customer has no CY entitlement.
If the status is ‘Withdrawn’, the customer has no CY entitlement.
Note: a ‘Finalised Award’ or ‘Ceased’ claim means that the customer may have CY entitlement depending on the date that the claim ceased.