TCM1000308 | How to amend the effective date of a pre-award claim

From HM Revenue & Customs · Tax Credits Manual

Step 1

If you are not dealing with a work list item, go to Step 2.

If you are dealing with a Verification Failures work list item, go to Step 3.

If you are dealing with an Incomplete Applications work list item, go to Step 4.

Step 2

Note: When amending the effective date of a claim, the received date must always be at least one day after the effective date, and you can never backdate more than 31days.

On the ‘Function Menu’

select ‘Application’ on the toolbar
select ‘Capture Current’ from the options available. You’ll be taken to the ‘Key Entry Data - Applicant’ screen
enter the customer’s NINO
select ‘OK’. You will be taken to the ‘Applicant 1’ screen
select ‘Sm’ on the toolbar. You will be taken to the ‘Summary Information’ screen’
enter the new effective date in the ‘Application Effective Date’ field
select ‘OK’. You have amended the effective date of the pre-award claim.

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Step 3

On the ‘Maintain Worklist’ screen

select the work list item you are working
select ‘File’ on the toolbar
select ‘Next Function’ from the options available. You will be taken to the ‘Select Next Function’ screen
select ‘Manage Ver Failures’ from the options available. You will be taken to the ‘Manage Verification Failures’ screen
select ‘Navigate’ on the toolbar
select ‘Amend Applications Corrections’ from the options available. You will be taken to the ‘Applicant 1’ screen
select ‘Sm’ on the toolbar. You will be taken to the ‘Summary Information’ screen
enter the new effective date in the ‘Application Effective Date’ field
select ‘OK’. You have amended the effective date of the pre-award claim.

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Step 4

On the ‘Maintain Worklist’ screen

select the work list item you are working
select ‘File’ on the toolbar
select ‘Next Function’ from the options available. You will be taken to the ‘Select Next Function’ screen
select ‘Capture Application’. You will be taken to the ‘Applicant 1’ screen
select ‘Sm’ on the toolbar. You will be taken to the ‘Summary Information’ screen
enter the new effective date in the ‘Application Effective Date’ field
select ‘OK’. The ‘Process Application’ screen will display with the message ‘The information captured is incomplete. This application will be rejected’
select ‘Store’, unless you are told otherwise in the guidance you are following. You have amended the effective date of the pre-award claim.