SolvedTCM1000231 | How to add a child to a post award WTC upfront complex case
From HM Revenue & Customs · Tax Credits Manual
Version 1.0
Changes to previous version - new guidance.
Step 1
Note: This guidance must only be followed if you are dealing with a WTC upfront complex case and the European Member State has now confirmed the composition of the family.
Note: You should have already checked for a ‘Closed period award’ and if there is a closed award period you must add the children following that guidance.
From the manual file find the names and dates of birth of the children to be added and, if applicable any noted start date
on the ‘Function Menu’
select ‘Application’ on the toolbar
select ‘Correction’ from the options available. You will be taken to the ‘Key Entry Data’ screen
enter the customers NINO
select the ‘Latest’ checkbox
select ‘OK’. You will be take to the ‘Applicant Details - Applicant 1’ screen
Note: If the ‘Signals’ screen displays, select ‘OK’. You will be taken to the ‘Applicant Details - Applicant 1’ screen.
select ‘Ch’ on the toolbar. You will be taken to the ‘Child Details’ screen
select ‘New’. You will be taken to the ‘New Child Details’ screen
in the relevant fields, enter the child’s
surname
first name
date of birth
tab down to the ‘Responsibility Start Date’ field
when the message ‘3 month’s restriction applied to include from date. Check if correct’ displays, select ‘OK’
select ‘OK’. You will be taken back to the ‘New Child Details’ screen
select ‘OK’. You will be taken back to the ‘Child Details’ screen
select the child you have just added
select ‘Correction’. You will be taken to the ‘Correction Child’ screen
select the ‘History’ checkbox
select ‘History’. You will be taken to the ‘History’ screen
select the responsibility dates
select ‘Change’. The ‘Change’ screen will display
enter either the child’s date of birth or any other start date which you have noted in the manual file In the ‘Include From’ field
tab down to the next field
select ‘OK’. You will be taken back to the ‘History’ screen
select ‘OK’. You will betaken back to the ‘Correction Child’ screen
select ‘OK’. You will be taken back to the ‘Child Details’ screen
Note: If there is more than one child, repeat the process from select ‘New’ above for each additional child.
go to Step 2.
Step 2
Assign the main carer. To do this
select ‘Pm1’ or ‘Pm2’ as appropriate on the toolbar. You will be taken to the ‘Payment Details - Applicant 1’ or ‘Payments Details - Applicant 2’ screen
select the ‘Applicant 1’ or ‘Applicant 2’ checkbox as appropriate in the ‘Main Carer’ field
select the relevant ‘Frequency’ checkbox in the ‘Main Carer’ field
select ‘OK’. You will be taken to the ‘Amend Finish’ screen
do not complete the ‘Amend Finish’ screen at this point, just return to the guidance you were previously following.