TCM1000322 | How to check for a new version of a claim after the original issue date of a payment

From HM Revenue & Customs · Tax Credits Manual

Version 1.0

Changes to previous version - new guidance

Step 1

On the ‘Function Menu’

select ‘Household’ on the toolbar
select ‘View Account’ from the options available. You will be taken to the ‘Key Entry Data’ screen
enter the customer’s NINO
select the ‘All’ checkbox. You will be taken to the ‘Select Award’ screen
select the relevant award
select ‘OK’. You will be taken to the ‘View Award Period Summary’ screen
select ‘Postings’. You will be taken to the ‘Postings’ screen
in the ‘Description’ field, select the posting ‘Cancelled Claimant BACS L2 Pyt Out’ with the date closest to the work list entry creation date

Note: If you have already checked the payment due date on an ‘Applicant Failed Payment’ work list item and it was shown as ‘00/00/0000’ there will be no ‘Cancelled Claimant BACS L2 Pyt Out’ entry. In these cases, use the posting date of the latest ‘BACS Claimant Payment Out’ entry as the original issue date of the payment.

select ‘OK’. You will be taken to the ‘View BACS Details’ screen
note the date in the ‘Issued Date’ field. This date will be the original issue date of the payment
go to Step 2.

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Step 2

Go to the ‘Function Menu’

select ‘Application’ on the toolbar
select ‘View’ from the options available. You will be taken to the ‘Key Entry Data - Applicant’ screen
enter the customer’s NINO
select the ‘All’ checkbox
select ‘OK’. You will taken to the ‘Select Application Version’ screen
check the date in the ‘Received Date’ column for the latest claim version.

If the date in the ‘Received Date’ column is after the original issue date of the payment, there is a new version of the claim after the original issue date of the payment.

If the date in the ‘Received Date’ column is before the original issue date of the payment, there is no new version of the claim after the original issue date of the payment.