TCM1000233 | How to apply the Free Format

From HM Revenue & Customs · Tax Credits Manual

Version 1.0

Changes to previous version - new guidance.

Step 1

Note: This guidance should only be followed once all the relevant changes of circumstance have been entered.

On the ‘Unprocessed Changes of Circs’ work list

Note: The work list item will have the reason ‘COC’ in the ‘Change Details’ column.

select ‘File’ on the toolbar
select ‘Next Function’ from the options available. You will be taken to the ‘Work Management - Select Next Function’ screen
select ‘Amend Application’
select ‘OK’. You will be taken to the ‘Applicant Details - Applicant 1’ screen

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

select ‘View’ on the toolbar
select ‘Apply Free Format’ from the options available. The ‘Apply Free Format’ screen will display
select ‘Applied’
when the message ‘New Tax Credits’ displays, select ‘Yes’. You’ll be taken back to the ‘Applicant Details - Applicant 1’ screen
select ‘OK’. You will be taken back to the ‘Amend Finish’ screen
do not complete the ‘Amend Finish’ screen at this point, just return to the guidance you were previously following.