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Contents

Official guidance

Tax Credits Manual

Find in this level

TCM0010000 · Appeals
TCM0020000 · Backdating
TCM0025000 · Breathing Space
TCM0030000 · Changes
TCM0060000 · Claims
TCM0090000 · Contact
TCM0110000 · Eligibility
TCM0130000 · Miscellaneous
TCM0150000 · Notes
TCM0180000 · Notices
TCM0190000 · NTC listings
TCM0200000 · Passported benefits
TCM0210000 · Payment
TCM0250000 · Renewals
TCM0280000 · Specialist areas
TCM0310000 · Extra information
TCM0330000 · Stopping tax credits
TCM0040040 · Page Deleted
TCM0066280 · Claims - capture (L-P): Pre-capture checks - Manual Capture team
TCM0370160 · Stopping tax credits: work lists (unprocessed): appeal only
TCM0370240 · Stopping tax credits: work lists (unprocessed): Compliance, SCO or inhibited only
TCM0370320 · Stopping tax credits: work lists (unprocessed): RTI incompatible
TCM0370360 · Stopping tax credits: work lists (unprocessed): incomplete or unsigned
TCM0370440 · Stopping tax credits: work lists (unprocessed): NINO, P marker or IYSD not present (Info)
TCM0370560 · Stopping tax credits: work lists (unprocessed): unprocessed change of circumstances
TCM0370600 · Stopping tax credits: work lists (unprocessed): verification failure
TCM1000001 · How to update Household Notes
TCM1000002 · How to find a customer's 1SD or 2SD
TCM1000003 · How to tell if an annual declaration is incomplete
TCM1000004 · How to access a work list and establish the reason for a work list item
TCM1000005 · How to access the Application Correction function
TCM1000006 · How to access the Capture Renewal Declaration function
TCM1000007 · How to check for the correct award version
TCM1000008 · How to set an action date
TCM1000009 · How to complete form TC664
TCM1000010 · How to check if an Annual Declaration has already been marked as not served
TCM1000011 · How to obtain details from the View S17 Details function
TCM1000012 · How to access details held on the tax credits computer
TCM1000013 · How to establish the reason for the household ending
TCM1000014 · How to find the Access to DWP Data System manual
TCM1000015 · How to capture renewal information
TCM1000016 · How to amend PY and PY-1 income details
TCM1000017 · How to finalise PY and renew CY using Manage Finalise
TCM1000018 · How to renew CY using Manage Finalise
TCM1000019 · How to override the PY-1 incompatibility failure
TCM1000020 · How to check a verification failure
TCM1000021 · How to view Application Notes
TCM1000022 · How to find a Compliance Officer’s details
TCM1000023 · How to transfer a case to another MU
TCM1000024 · How to check if the Complex Case marker has been set
TCM1000025 · How to check the status of a claim
TCM1000026 · How to check for an open account status
TCM1000027 · How to check for a class 16 remission
TCM1000028 · How to update Application Notes
TCM1000029 · How to contact Debt Management
TCM1000030 · How to retain a work list item
TCM1000031 · How to mark an address as RLS
TCM1000032 · How to complete the Amend Finish screen
TCM1000033 · How to cancel the checkbox in the Formal Agreement field
TCM1000034 · How to complete a MANC1 form
TCM1000035 · How to access the Rules Based Service - International right to reside test
TCM1000036 · How to complete the Free Format screen
TCM1000037 · How to use Digital Mail Service (DMS)
TCM1000038 · How to refer a case to the International Claims IN team
TCM1000039 · How to change a customers first specified date (1SD)
TCM1000040 · How to access the household breakdown 1 reply listing
TCM1000041 · How check employment for STU no NINO cases only
TCM1000042 · How to establish the SOA issue date
TCM1000043 · How to check if the Annual Declaration has been received
TCM1000044 · How to check if the household ended during the renewals period
TCM1000045 · How to calculate the earliest date a child can be excluded - post award
TCM1000046 · How to identify the end date of a restored claim
TCM1000047 · How to identify the start date of a new claim
TCM1000048 · How to check what Annual Declaration information has been provided
TCM1000049 · How to check how many Annual Declarations have been received
TCM1000050 · How to check which customer returned the Annual Declaration
TCM1000051 · How to request manual correspondence for a Subject Access Request
TCM1000052 · How to check if an award is WTC, CTC or both WTC and CTC
TCM1000053 · How to check the customer’s date of birth and number of hours worked
TCM1000054 · How to set the manual issue date and finalise PY and or PY-1 for RLS cases
TCM1000055 · How to take screen prints of a tax credits claim
TCM1000056 · How to check the overpayment amount outstanding on the tax credit computer
TCM1000057 · How to determine when correspondence should be sent to storage or when it should be destroyed
TCM1000058 · How to conduct the self-employment assessment
TCM1000059 · How to check employment details in National Pay As You Earn Service (NPS)
TCM1000060 · How to check the customer’s income figures
TCM1000061 · How to automatically populate a bank/building society address
TCM1000062 · How to update new child details on a pre-award claim
TCM1000063 · How to set or remove the Manual Correspondence marker
TCM1000065 · How to calculate recovered debt to be repaid, following a bankruptcy order
TCM1000066 · How to make a note of a 1st specified date in household notes
TCM1000067 · How to view Household Notes
TCM1000068 · How to determine if a tax credit award has been finalised once or more than once
TCM1000069 · How to check if a final award notice has been issued
TCM1000070 · How to check the version date of an award
TCM1000071 · How to check if a Child Benefit claim includes bank details
TCM1000072 · How to check if the Fast Track WTC processing rules are satisfied
TCM1000073 · How to check if tax credits are currently in payment
TCM1000074 · How to check if a payment schedule has been set up
TCM1000075 · How to check if the Fast Track new child processing rules are satisfied
TCM1000076 · How to check if there is already a tax credits claim for either or both customers
TCM1000077 · How to check if award period overlaps start date of Fast Track new child claim
TCM1000078 · How to check if a new claim is from the same customer household as an existing claim
TCM1000080 · How to check or update the PAD notes
TCM1000081 · How to Use View Household Account to obtain any outstanding overpayment or underpayment amount - Mismatch team only
TCM1000082 · How to withdraw and resurrect a pre - award mismatched claim - Mismatch team only
TCM1000083 · How to calculate responsibility start and end dates - No ‘shared care’ - Failed customer responsible
TCM1000084 · How to check if recovery of an overpayment has been suspended
TCM1000085 · How to confirm a manual remission
TCM1000086 · How to request a re-issue of the IYS17
TCM1000087 · How to check the version history screens on a mismatched claim - Mismatch team only
TCM1000088 · How to Complete Hardship Top-up sheet
TCM1000089 · How to use the SEES Tax Credits Entitlement Calculator
TCM1000091 · How to identify the cause of a rule 12 verification failure
TCM1000092 · How to correct a pre-award rule 12 verification failure caused by an obvious mistake
TCM1000093 · How to enter benefit start or end dates on a post award claim
TCM1000094 · How to check if a typo error has been made on the account details or if it has been completely changed
TCM1000095 · How to calculate responsibility start and end dates - Ongoing ‘shared care’ - Failed customer responsible
TCM1000096 · How to clear an entry on the Remission Database
TCM1000097 · How to find DWP local office contact details
TCM1000098 · How to check NTC for an FTNAE marker in a pre-award claim
TCM1000099 · How to check for a date of death on TBS
TCM1000101 · How to check the status of an award
TCM1000102 · How to check income used in calculation and access View Elements screen
TCM1000103 · How to mark the Annual Declaration as not served
TCM1000104 · How to check the date the Annual Declaration was issued
TCM1000105 · How to check if the RLS signal has been set
TCM1000106 · How to make complete and process into award a pre award claim, customer working 16+ hours a week and receiving Income based Employment and Support Allowance (ESA) or Pension Credit (PC)
TCM1000107 · How to access the Manage Verification Failures screen from the Verification Failures work list
TCM1000108 · How to view Application Notes from the Manage Verification Failures screen
TCM1000109 · How to check for disability on a pre-award application
TCM1000110 · How to refer a case to the Manual Payments Team
TCM1000111 · How to check the customer’s name or current address in function View Application
TCM1000112 · How to lift overpayment suspension marker
TCM1000113 · How to check SAR is in correct order
TCM1000114 · How to complete a Structured Electronic Document (SED)
TCM1000115 · How to trace an individual for HSV 1
TCM1000116 · How to access function Manage Finalisation
TCM1000117 · How to check which signals are set
TCM1000118 · How to find the status of a claim using function View Claim Summary
TCM1000119 · How to find the date a notice was issued
TCM1000120 · How to find the type of notice that was issued
TCM1000121 · How to determine which customer to re-issue an S17 notice to
TCM1000122 · How to issue duplicate or copy notices
TCM1000123 · How to check for an Unprocessed S17 work list item
TCM1000124 · How to access SEES letters and forms
TCM1000125 · How to update notes on CMA in a rejected claim
TCM1000126 · How to issue a manual statement of account
TCM1000127 · How to check for Special Needs markers
TCM1000128 · How to check if award ended due to death of customer or partner
TCM1000129 · How to check for a partner or an appointee
TCM1000130 · How to trace a customer’s address on TBS
TCM1000131 · How to check what is preventing a decision on a newly-captured Fast Track claim
TCM1000132 · How to check the ICT database for a work item
TCM1000133 · How to update the ICT database
TCM1000134 · How to recall a BACS payment
TCM1000135 · How to process a WTC upfront complex case with a verification failure to Award Issued
TCM1000136 · How to set the Complex Case and Manual Correspondence markers
TCM1000137 · How to identify if new PY income has an impact on PY entitlement
TCM1000138 · How to identify a rule 12 verification failure obvious mistake
TCM1000139 · How to calculate average weekly childcare costs
TCM1000140 · How to calculate childcare effective dates
TCM1000141 · How to check if the childcare change has been reported too far in the future
TCM1000142 · How to check for any work list items
TCM1000143 · How to amend the previous childcare costs end date to prevent an overlap of childcare costs
TCM1000144 · How to check if payment has been paid by URP Bacs
TCM1000145 · How to find a childcare provider’s address
TCM1000146 · How to check the bill status on NPS for a customer who is trading as self-employed
TCM1000147 · How to check if a new claim has been submitted
TCM1000148 · How to lift the suspension marker if manual payments have been posted incorrectly
TCM1000149 · How to finalise, terminate, finalise and renew, or renew an award in function Manage Finalisation when working from a work list
TCM1000150 · How to view a customer’s verification failures
TCM1000151 · How to check the award status of a rebuilt mismatched clean claim - Mismatch team only
TCM1000152 · How to check if this is a child deceased claim
TCM1000153 · How to check the status of the renewal
TCM1000154 · How to check which signals are set in function View S17 Details
TCM1000155 · How to access an NTC Listing Unprocessed S17 work list
TCM1000156 · How to access an NTC Listing Unfinalised S17 work list
TCM1000157 · How to delete an NTC Listing Unprocessed S17 work list item
TCM1000158 · How to delete an NTC Listing Unfinalised S17 work list item
TCM1000159 · How to check if any subsequent year has been finalised
TCM1000160 · How to delete a work list item
TCM1000161 · How to check for and remit an overpayment caused by a mismatch - mismatch team only
TCM1000162 · How to amend the childcare provider’s name, approving body or registration number
TCM1000163 · How to end childcare costs
TCM1000164 · How to add an additional childcare provider and costs
TCM1000165 · How to amend the childcare provider’s address
TCM1000166 · How to enter childcare costs when they are claimed for the first time
TCM1000167 · How to change current childcare provider or childcare costs
TCM1000168 · How to recapture a clean claim after a mismatch - mismatch team only
TCM1000169 · How to household end the bad mismatched claim - mismatch team only
TCM1000170 · How to complete a NIRS referral template Mismatched claims only team
TCM1000171 · How to exclude a child or young person from a post award claim
TCM1000172 · How to amend or delete Appointee details
TCM1000173 · How to check, establish the reason for, set or remove the Finalisation Inhibited signal
TCM1000174 · How to obtain the customer’s phone number when claim is post award
TCM1000175 · How to obtain the customer’s telephone number when the claim is pre-award
TCM1000176 · How to update the customer’s phone number when the claim is post award
TCM1000177 · How to update the customer’s phone number when the claim is pre-award
TCM1000178 · How to use the SEES appointment system
TCM1000181 · How to check the reason for the rejection of a claim
TCM1000182 · How to add an additional child to a post award claim
TCM1000183 · How to check if previous year (PY) is finalised
TCM1000186 · How to check for a customer’s date of death
TCM1000187 · How to check if a customer is disabled
TCM1000188 · How to check if a customer is employed, self-employed or both
TCM1000189 · How to check the customer’s personal details
TCM1000190 · How to check the start and end dates of the WTC elements
TCM1000191 · How to complete a NIRS Update Referral template
TCM1000192 · How to complete an M1 referral form
TCM1000193 · How to trace a customer on TBS
TCM1000194 · How to complete the form AT37
TCM1000195 · How to identify which awards can be included in the IVA calculation
TCM1000196 · How to find the remission class
TCM1000197 · How to check if the claim is a nil award or is in payment
TCM1000198 · How to check if the customer receives IS, JSA, ESA or PC
TCM1000199 · How to check if payments are being recovered
TCM1000200 · How to calculate the outstanding overpayment and any recoveries made since the IVA date
TCM1000201 · How to update current year income details
TCM1000202 · How to update previous year income details
TCM1000203 · How to check for the 50+ element
TCM1000204 · How to check whether the Annual Declaration is a Reply Required or Auto Renewal
TCM1000205 · How to finalise PY
TCM1000206 · How to check if the Unfinalised work list entry is a single or multi entry work item
TCM1000207 · How to note a response date using the Maintain Appeal function
TCM1000208 · How to sort and filter a work list
TCM1000209 · How to check if the income is estimated or actual
TCM1000210 · How to amend estimated income to actual income
TCM1000211 · Appeals: How to refer or progress chase a case with the International team
TCM1000212 · How to check the award period covered by the notice
TCM1000213 · How to amend PY income details if PY is unfinalised
TCM1000215 · How to find the action date on a work list item
TCM1000216 · How to check the overpayment amount
TCM1000217 · How to check the date of a household breakdown
TCM1000218 · How to check the effective date of a claim
TCM1000219 · How to enter a disability start date for a child or young person for the first time
TCM1000221 · How to access function make or cancel remission
TCM1000222 · How to household end an award
TCM1000226 · How to withdraw a pre-award claim
TCM1000229 · How to check for CY entitlement
TCM1000230 · How to obtain personal details held on Child Benefit Service
TCM1000231 · How to add a child to a post award WTC upfront complex case
TCM1000232 · How to suspend payments
TCM1000233 · How to apply the Free Format
TCM1000234 · How to trace and match the employer on a pay WTC upfront complex case
TCM1000235 · How to authorise or reject a four-week run-on entitlement
TCM1000236 · How to pay and not remit a four-week run-on entitlement
TCM1000237 · How to pay and remit a four-week run-on entitlement
TCM1000238 · How to check if the ‘Refer to Local Recovery’ marker has been set
TCM1000239 · How to add a new child or young person to a post award claim
TCM1000240 · How to check if the child or young person is part of the existing household
TCM1000241 · How to check if the child or young person was excluded from the award
TCM1000242 · How to re-include the child or young person post award
TCM1000243 · How to calculate responsibility end and start dates when the failed customer is given responsibility for the child or young person
TCM1000244 · How to set the child responsibility include from date on a post award failed claim
TCM1000245 · How to check the start and end dates of child responsibility
TCM1000246 · How to check the date a claim was received
TCM1000247 · How to change the status of a verification failure
TCM1000248 · How to obtain or check a child’s reference number on a Child Benefit claim
TCM1000249 · How to check claim details using function View Application
TCM1000250 · How to access function Manage Verification Failures to obtain details of existing customer and failed customer
TCM1000251 · How to obtain or check the employer’s name, phone number, address and PAYE reference on post award claims
TCM1000252 · How to obtain the employer’s phone number, address and PAYE reference on pre-award claims
TCM1000253 · How to update the employer’s phone number on post award claims
TCM1000254 · How to update the employer’s phone number on pre-award claims
TCM1000255 · How to check if Full Time Education (FTE) needs to be confirmed
TCM1000256 · How to find the Information Disclosure Guidance Manual
TCM1000257 · How to access decision trees
TCM1000258 · How to disallow a potential EU CTC/WTC complex claim where the employment can’t be verified
TCM1000259 · How to check if a household breakdown is recorded
TCM1000260 · How to access Common Enquiry Service
TCM1000261 · How to complete a CA8288 for an International case only
TCM1000262 · How to use SEES to calculate a customer’s age at the effective date of claim
TCM1000263 · How to complete an E Form
TCM1000264 · How to read information provided on an E Form
TCM1000265 · How to respond to an E Form
TCM1000266 · How to check if the Child Benefit claim indicator has been set
TCM1000267 · How to update bank account details
TCM1000268 · How to complete the PAD
TCM1000269 · How to check if Child Benefit correspondence is open or closed and if the renewal inhibited signal is set
TCM1000270 · How to send POca details to Child Benefit Office
TCM1000271 · How to update customer details using CBUS schedules
TCM1000272 · How to update customer details using CBUS screens
TCM1000273 · How to check if there has been a change of circumstances
TCM1000274 · How to access Capture Current
TCM1000275 · How to complete a TC602 manual award notice for a WTC upfront complex case
TCM1000277 · How to check if the LPO referral is complete
TCM1000278 · How to check the status of a claim and what is preventing a decision on the newly-captured claim
TCM1000279 · How to update new work details on a pre-award claim
TCM1000280 · How to correct the JSA (IB) or ESA (IR) history on a post award claim
TCM1000281 · How to access view award to compare the elements on the current award version to the previous award version
TCM1000282 · How to use function Manage Withdrawal
TCM1000283 · How to check if the customers payments have been reduced because their net entitlement has been reduced
TCM1000284 · How to view Household Account to establish if a manual payment has been issued
TCM1000285 · How to use View Award to identify if a claim was incorrectly backdated when it was captured
TCM1000286 · How to set the child responsibility include from date on a pre-award failed claim
TCM1000287 · How to manually calculate a WTC only complex case where there hasn’t been a change of circumstances
TCM1000288 · How to determine the household pay day
TCM1000289 · How to check for manual payments posted on an account
TCM1000290 · How to use the CPT desktop screen
TCM1000291 · How to contact the Data Guardian
TCM1000292 · How to find and complete form MS164
TCM1000293 · How to check how the claim was received
TCM1000294 · How to send manually captured documents to the Document Management Team
TCM1000295 · How to transfer documents to another team
TCM1000296 · How to check the total payments posted to an account
TCM1000297 · How to check for a match on Child Benefit Service
TCM1000298 · How to calculate the date from which to add or re-include a child or young person
TCM1000299 · How to check for and clear a rule 2 verification failure
TCM1000300 · How to remove a child or young person from a pre-award claim
TCM1000301 · How to check whether the customer has been part of another household
TCM1000302 · How to check the dates for which a child or young person is included in a post award claim
TCM1000303 · How to check the date from which a child or young person is included in a pre-award claim
TCM1000304 · How to return to the worklist and transfer a case to another MU
TCM1000305 · How to check matching award details in function Manage Verification Failures
TCM1000306 · How to access the Children screen from function Manage Verification Failures
TCM1000308 · How to amend the effective date of a pre-award claim
TCM1000310 · How to complete form TC602 for a CTC only International case
TCM1000311 · How to complete form TC602 for a WTC upfront complex case revised award
TCM1000312 · How to view the View Direct Payment Schedule
TCM1000314 · How to check a child or young person exception dates
TCM1000316 · How to check for an EC claim indicator
TCM1000318 · How to view applicable Child Benefit rates
TCM1000320 · How to check the payment due date
TCM1000321 · How to access the Applicant Failed Payments work list and check the reason a payment failed
TCM1000322 · How to check for a new version of a claim after the original issue date of a payment
TCM1000323 · How to check if the award has ended
TCM1000324 · How to check if a claim is a single or joint claim
TCM1000325 · How to check if the bank details have changed
TCM1000327 · How to remove a Payment Suspension marker
TCM1000328 · How to delete bank account details
TCM1000330 · How to check for a new baby in the household
TCM1000331 · How to calculate how much the customer has repaid since 18/01/2010
TCM1000332 · How to apply the Minimum Earnings Threshold (MET) check to determine whether employment or self-employment is Genuine and Effective (G&E)
TCM1000333 · How to check the Construction Industry Scheme Reform (CISR) system
TCM1000334 · How to determine which e-forms to issue for an initial enquiry to a EU Member State
TCM1000335 · How to set a Manual Suspension marker
TCM1000336 · How to remove a Manual Suspension marker
TCM1000337 · How to obtain details that are on the Free Format screen
TCM1000338 · How to register a dispute
TCM1000339 · How to establish the period the overpayment relates to
TCM1000341 · How to set the issue date on a manual Annual Declaration
TCM1000342 · How to check income on Validate Large Payments team
TCM1000343 · How to obtain Personal Independence Payment notifications from Access to DWP Data Standard Enquiry Facility
TCM1000344 · How to use the Personal Independence Payment Notifications Database Caseworker functions
TCM1000345 · How to use the Personal Independence Payment Notifications Database Admin functions
TCM1000346 · How to check if there is an earlier rejected claim
TCM1000347 · How to check if the new total hours will increase or decrease the award
TCM1000348 · How to check the reason why an In Year S17 declaration is incomplete
TCM1000349 · How to send a case to storage using InSight
TCM1000350 · How to request documents stored on InSight
TCM1000351 · How to set an action date on NTC Listings
TCM1000352 · How to delete an entry from NTC Listings
TCM1000353 · How to check for exception changes within the four-week run-on period
TCM1000354 · How to complete the end date of the old job
TCM1000355 · How to enter new employed or self-employed work details
TCM1000356 · How to access view award to check the elements
TCM1000357 · How to find the date of the latest award version for a mismatch claim
TCM1000358 · How to identify the award start date
TCM1000359 · How to record the issue date of a TC603
TCM1000360 · How to use View Household Account to obtain the total amount paid
TCM1000361 · How to complete the late appeal template
TCM1000362 · How to close an appeal
TCM1000363 · How to check if a postcode is in the correct format
TCM1000364 · How to amend hours worked
TCM1000365 · How to check if you’ve all the employment details
TCM1000366 · How to check for an open appeal
TCM1000367 · How to set the issue date on a Finalised Award Notice TC602E
TCM1000368 · How to check if a Payment Suspension has been set
TCM1000370 · How to enter short-term childcare details
TCM1000371 · How to complete form DCI1
TCM1000372 · How to prompt a payment schedule for a complex case
TCM1000373 · How to check that an award version has been created for a WTC upfront complex case
TCM1000374 · How to check that a payment schedule has been set up for a WTC upfront complex case
TCM1000375 · How to obtain the information requested for disclosure
TCM1000376 · How to complete a witness statement
TCM1000377 · How to delete a duplicate child entry from NTC Listing
TCM1000378 · How to access NTC Listing to view details of a duplicate child record
TCM1000379 · How to check if the customer is entitled to the childcare element
TCM1000380 · How to amend the Connexions end date
TCM1000381 · How to change the Connexions include from date
TCM1000382 · How to change the FTNAE/AT include from date
TCM1000383 · How to enter the Connexions start and end date
TCM1000384 · How to enter a full-time non-advanced education or approved training end date
TCM1000385 · How to enter a full-time non-advanced education or approved training start date
TCM1000386 · How to use function View Household Account to obtain the outstanding overpayment amount
TCM1000387 · How to check if a manual payment has been posted to the correct award
TCM1000388 · How to check if there has been a remission
TCM1000394 · How to complete the post award subject to immigration control case calculation sheet
TCM1000395 · How to check if a customer is subject to immigration control
TCM1000396 · How to complete a Manual Payment Calculation Sheet on a post award Subject To Immigration Control (STIC) complex case
TCM1000397 · How to check for entitlement to the four-week run-on
TCM1000398 · How to check employment history details in TBS
TCM1000400 · How to check a child’s date of birth
TCM1000401 · How to check if either customer has been in receipt of IS or JSA/ESA
TCM1000402 · How to check Child Tax Credit entitlement
TCM1000403 · How to check if the Compliance Terminated signal is set
TCM1000404 · How to trace and match a complex case customer and check if they have a NINO or NONO
TCM1000405 · How to amend the Benefits History screen
TCM1000406 · How to check the start date of an award
TCM1000407 · How to access the B&C Claimant Compliance Referral System form
TCM1000408 · How to use the International Group database
TCM1000409 · How to view linked work items
TCM1000410 · How to compare details of the failed and existing claim when dealing with a verification failure
TCM1000411 · How to reject a claim due to a verification failure
TCM1000412 · How to access and use PARS
TCM1000413 · How to request sight of a cashcheque from Finance
TCM1000414 · How to check the status of a Joint Working case
TCM1000415 · How to register a case on Centaur
TCM1000416 · How to amend a case in Centaur
TCM1000417 · How to request calls to be burned to a CD
TCM1000418 · How to access Contact Management Application (CMA)
TCM1000419 · How to use viewer
TCM1000420 · How to send post via TNT
TCM1000421 · How to check National Insurance Recording System (NIRS) for Class 1 and Class 2 contributions
TCM1000422 · How to check National Insurance Recording System (NIRS) for nationality
TCM1000423 · How to check Self-Assessment 2000 (SA 2000) for self-employment
TCM1000424 · How to check National Insurance and PAYE Service (NPS) for employment
TCM1000425 · How to check National Insurance Recording System (NIRS) for date of entry
TCM1000427 · How to check details on a claim using function View Award
TCM1000428 · How to enter an issue date for a manual annual declaration
TCM1000429 · How to update a customer’s address
TCM1000430 · How to update Application Notes when working from a work list
TCM1000431 · How to check the received date of a pre-award claim from a Verification Failures work list
TCM1000432 · How to check whether an IVA remission has sent a payment to the customer
TCM1000433 · How to make sure form TC241 is fully completed
TCM1000434 · How to check which payment method has been used
TCM1000435 · How to check if a tax credits payment has been issued
TCM1000436 · How to remove summary failure details from a pre-award claim
TCM1000437 · How to check for the date a household breakdown was applied
TCM1000438 · How to check which payments were made after the household breakdown was notified
TCM1000439 · How to remove a dispute marker from an award
TCM1000440 · How to check if PVE payments were made after the household breakdown was notified
TCM1000441 · How to check if the award notice has been system issued
TCM1000443 · How to identify a resurrected claim
TCM1000444 · How to register an appeal on the tax credits computer
TCM1000445 · How to check Household Notes for details of manual payments made to the customer
TCM1000446 · How to check if the Manual Payment Request marker has been set
TCM1000447 · How to view Household Account to establish if all the manual payments have been posted to the customer's account
TCM1000448 · How to finalise and/or renew a claim after an appeal has been closed
TCM1000449 · How to check that an award version has been created on a Compliance case
TCM1000451 · How to calculate the outstanding overpayment before the time to pay (TTP) arrangement
TCM1000453 · How to close an appeal
TCM1000454 · How to check benefit history details
TCM1000455 · How to accept or reject a potential match - line managers only
TCM1000456 · How to find and access a claim on the Potential Match MU
TCM1000458 · How to access Application Change of Circumstances
TCM1000459 · How to note the start date of the overlapping award
TCM1000460 · How to restore a claim
TCM1000461 · How to convert foreign currency to British pounds
TCM1000462 · How to annualise income
TCM1000463 · How to check the received date of a pre-award claim
TCM1000464 · How to disregard an Annual Declaration
TCM1000465 · How to trace an individual using 'Trace Citizen'
TCM1000466 · How to check if a claim has been restored in function View S17 Details
TCM1000467 · How to check if the claim for CTC has been automatically backdated
TCM1000468 · How to check if the claim for WTC has been automatically backdated
TCM1000469 · How to check if the claim for WTC and CTC has been automatically backdated
TCM1000470 · How to check if the customer has claimed a Department for Work and Pensions (DWP) benefit using CBOL
TCM1000472 · How to arrange an Urgent Payment request- not within the hardship criteria
TCM1000473 · How to arrange a next day payment
TCM1000474 · How to use the Enquiry Centre Locator Tool
TCM1000475 · How to make sure the customer provides the correct identification when requesting an Enquiry Centre appointment
TCM1000476 · How to trace a child or young persons details on the tax credits computer
TCM1000477 · How to check NIRS to confirm liability to Class 2 NI contributions
TCM1000478 · How to access Claimant Compliance forms and letters on SEES
TCM1000479 · How to copy and print a screen from the computer
TCM1000480 · How to calculate the potential effective date of a claim
TCM1000483 · How to amend the customer’s or a child’s details
TCM1000484 · How to check if the claim version has progressed to award
TCM1000485 · How to check who is the nominated recipient for tax credits payments
TCM1000486 · How to check for payments made by the tax credits computer
TCM1000487 · How to check if payments are being made by the tax credits computer
TCM1000488 · How to check if the customer will qualify for an in-year adjustment
TCM1000489 · How to access function User Requested Payment
TCM1000490 · How to establish the customers entitlement using SEES and populate the Calculation sheet - Manual Payments Team
TCM1000491 · How to calculate the manual payments using the Calculation sheet
TCM1000492 · How to check if the customer is currently in receipt of the maximum award for CTC and/or WTC
TCM1000493 · How to follow the guidance in CGL instructions for carrying out a one year calculation
TCM1000495 · How to check for manual payments and enter them on the Calculation sheet
TCM1000496 · How to determine the amount to be paid after the next household pay day and enter this on the Calculation sheet
TCM1000497 · How to check if a notice to pay has been issued
TCM1000498 · How to check if the Loss of Benefit Sanction referral (LOB1) has been completed correctly
TCM1000499 · How to calculate the Loss of Benefit Sanction amount
TCM1000500 · How to check if a claim is ceased due to Universal Credit (UC)
TCM1000501 · How to process an Annual Declaration
TCM1000502 · How to check if account details are held for the payment recipient
TCM1000503 · How to establish if a PY and / or PY - 1 income is required
TCM1000504 · How to use Internal Caller Verification
TCM1000505 · How to obtain an income figure from Real Time Information (RTI) for Complex Renewals
TCM1000507 · How to access the HMRC fax template
TCM1000509 · How to search the manual payments BAU Database and URP Spreadsheet and create a new record
TCM1000510 · How to check if the customers address is RLS
TCM1000511 · How to check payments in when the customer has a time to pay (TTP) arrangement
TCM1000512 · How to remove the work details from a pre-award claim
TCM1000513 · How to remove a child’s date of birth from a pre-award claim
TCM1000514 · How to reject a pre-award claim due to no response
TCM1000515 · How to amend work details on a pre-award claim
TCM1000516 · How to check if there are any current year ‘Initial CY’ or ‘Amended’ awards that require a TC602 manual award notice issuing
TCM1000517 · How to check if there are any previous year or earlier ‘Finalised’ awards that require a TC602 manual award notice issuing
TCM1000518 · How to check if a customer is a crown servant or NAAFI worker
TCM1000519 · How to calculate a reimbursement
TCM1000522 · How to check if an in year adjustment or cross year recovery
TCM1000523 · How to adjust in year payments
TCM1000524 · How to determine the category of the award for MAPTH
TCM1000529 · How to refer for local recovery
TCM1000530 · How to access and generate a 'Check Character' in Print Payslip
TCM1000531 · How to check the Full Time Education Start Date and End Date fields
TCM1000532 · How to check the 50+ Start Date and End Date fields
TCM1000533 · How to check the overpayment amount and record the date the TC610 was issued
TCM1000534 · How to remove a dispute marker on a CSSG Debt Pilot case
TCM1000535 · How to access the Authorise User Requested Payments work list
TCM1000537 · How to check if the correct in year percentage has been set
TCM1000538 · How to issue a manual award notice
TCM1000539 · How to clear a case from the Compliance Failures Worklist
TCM1000540 · How to open and close a case on CCMIS
TCM1000541 · How to check for a previous address
TCM1000542 · How to print a Subject Access Request
TCM1000543 · How to check who has a case using ECCS
TCM1000544 · How to check if the customer has more than one claim with different details
TCM1000545 · How to check general notes using Child Benefit Service
TCM1000546 · How to check the date the claim ceased
TCM1000547 · How to check if an award is finalised
TCM1000548 · How to check for and apply a manual Universal Credit (UC) Stop Notice
TCM1000551 · How to access the National Direct Debit System (NDDS)
TCM1000552 · How to ‘Search Display Customer details’ on the National Direct Debit System (NDDS)
TCM1000553 · How to ‘Create Customer’ on the National Direct Debit System (NDDS)
TCM1000554 · How to continue from the ‘Display Customer Details’ in National Direct Debit System (NDDS)
TCM1000555 · How to amend customer details on the National Direct Debit System (NDDS)
TCM1000556 · How to ‘Amend Account Name Details’ on the National Direct Debit System (NDDS)
TCM1000557 · How to ‘Enter Account Details’ on the National Direct Debit System (NDDS)
TCM1000558 · How to ‘Confirm Customer Authority’ on the National Direct Debit System (NDDS)
TCM1000559 · How to set up a single payment plan on the National Direct Debit System (NDDS)
TCM1000560 · How to set up a payment plan on the National Direct Debit System (NDDS)
TCM1000561 · How to access and interpret function View Household Account to view the overpayments transferred for Cross Award Recovery
TCM1000562 · How to record a Tribunal decision 'Appeal Upheld' in function Maintain Appeal
TCM1000563 · How to record a Tribunal decision 'Appeal Overturned' in function Maintain Appeal
TCM1000564 · How to record a Tribunal decision 'Appeal Adjourned' in function Maintain Appeal
TCM1000565 · How to record a Tribunal decision 'Awaiting a Hearing Date' in function Maintain Appeal
TCM1000566 · How to record 'Appeal Withdrawn or Closed' in function Maintain Appeal
TCM1000567 · How to check if a work item shows the reason 'App'
TCM1000568 · How to enter a hearing date on NTC
TCM1000569 · How to complete the form AT38
TCM1000571 · How to view In Year S17 details
TCM1000572 · How to access function Maintain In Year Finalisation
TCM1000573 · How to finalise UY award
TCM1000574 · How to check if an In Year Declaration has already been marked as not served
TCM1000575 · How to mark the Award Declaration as not served
TCM1000576 · How to In Year Finalise after an appeal has closed
TCM1000577 · How to enter an issue date for an in year manual award declaration
TCM1000578 · How to check, establish the reason for, set or remove the Finalisation Inhibited signal
TCM1000579 · How to change a customers in year specified date (IYSD)
TCM1000580 · How to disregard an Award Declaration
TCM1000581 · How to check which customer has returned an Award Declaration
TCM1000582 · How to check for an unprocessed in year S17 work list item
TCM1000583 · How to determine which customer to re-issue an In Year S17 Notice to
TCM1000584 · How to Process an Award Declaration
TCM1000585 · How to check whether the Award Declaration is a Reply Required or Auto Finalisation
TCM1000586 · How to check if an award declaration is incomplete
TCM1000587 · How to check if the Award Declaration has been received and how it was made
TCM1000588 · How to check how many award declarations have been received
TCM1000589 · How to annualise income
TCM1000590 · How to find a customer’s In Year Specified Date
TCM1000591 · How to check the date the Award Declaration was issued
TCM1000592 · How to check what Award Declaration information has been provided
TCM1000593 · How to access the Capture In Year S17 Notice function
TCM1000594 · How to check the status of the In Year Finalisation
TCM1000596 · How to issue duplicate or copy notices
TCM1000597 · How to determine UY income
TCM1000598 · How to check which signals are set in function View In Year S17 Details
TCM1000599 · How to check for the correct award version
TCM1000600 · How to capture In Year Finalisation information
TCM1000601 · How to check if the unfinalised work list entry is a single or multi-entry work item
TCM1000602 · How to finalise an award in function maintain IY finalisation when working from a work list
TCM1000603 · How to check if a case has been selected for In Year Finalisation
TCM1000604 · How to access details held on the tax credits computer
TCM1000605 · How to update UY income details
TCM1000606 · How to capture In Year Finalisation information from a worklist
TCM1000607 · How to record the issue date of a TC603 on a Stopping Tax Credit Claim
TCM1000608 · How to calculate the daily rate for the UY-1 period in correction
TCM1000609 · How to calculate the daily rate for UY from the In Year S17 (IYS17) notice
TCM1000610 · How to check the number of days in the UY period through function 'Award View'
TCM1000611 · How to calculate whether an income figure falls within the daily rate percentage parameter
TCM1000612 · How to calculate whether the income figure falls within the RTI daily rate percentage parameter
TCM1000613 · How to check income limits on the IYS17 notice
TCM1000614 · How to calculate the daily rate of UY income, as displayed in Application Correction
TCM1000615 · How to check if there is a Stop Notice recorded
TCM1000616 · How to create a stop notice from a Dual Provision worklist entry
TCM1000617 · How to allow tax credit entitlement to continue from the Dual Provision worklist
TCM1000618 · How to apply an award recalculation
TCM1000621 · How to view in year S17 declaration details
TCM1000622 · How to check whether the IYS17 income is in an acceptable format
TCM1000623 · How to view UY income in 'Correction'
TCM1000624 · How to annualise the total household income using the RTI income figure
TCM1000625 · How to identify if there is a held change of circs on a claim selected for IYF
TCM1000626 · How to check if a customer has Universal Credit (UC) interest
TCM1000627 · How to make or cancel remission when debt has transferred to the Department for Work and Pensions (DWP)/Department for Communities (DfC)
TCM1000628 · How to check if customer’s postcode is in a closed postcode area
TCM1000629 · How to use Geographic Step Closure (GSC) Override function
TCM1000630 · How to identify if an overpayment has been transferred to Department for Work and Pensions (DWP)/Department for Communities (DfC) for collection
TCM1000631 · How to re-issue an Individual Debt Statement (IDS) - TC1131
TCM1000632 · How to view the date of issue of an Individual Debt Statement (IDS) – TC1131
TCM1000633 · How to check the amount of tax credit debt which has been transferred to the Department for Work and Pensions (DWP)/Department for Communities (DfC) for collection
TCM1000634 · How to check which customer the overpayment relates to once debt has been transferred to the Department for Work and Pensions (DWP)/Department for Communities (DfC) for collection
TCM1000635 · How to manually trigger a Debt Notice for customers moving to Universal Credit
TCM1000636 · How to refer a request to amend the apportionment split of a joint debt to Debt Management Banking (DMB) for DMB to apply a manual re-apportionment
TCM1000637 · How to check if the recovery of an overpayment has been suspended due to the debt being transferred to the Department for Work and Pensions (DWP)/Department for Communities (DfC) for collection
TCM1000638 · How to calculate whether the Taxable Social Security Benefit figure falls within the ADD daily rate percentage parameter
TCM1000639 · How to check if customer’s postcode is in a closed postcode area
TCM1000645 · How to complete the H-ART Income and expenditure calculation sheet
TCM1000651 · How to conduct the self-employment assessment on self-employed entertainers and performers
TCM1000652 · How to retrieve Annual Declaration RDC. Unprocessed S17 Renewals only
TCM1000654 · How to verbally replay the S17 to the customer
TCM1000655 · How to check for exceptions to business rules
TCM1000656 · Check and update customer's contact number
TCM1000657 · How to access the General Registrars Office (GRO)
TCM1000658 · Check National Recording System (NIRS) for Date Of Birth (DOB)
TCM1000659 · How to access the EU Settled Status (EUSS) Checker
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Tax Credits Manual
How to update customer details using CBUS schedules

TCM1000271 | How to update customer details using CBUS schedules

From HM Revenue & Customs · Tax Credits Manual

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