TCM1000355 | How to enter new employed or self-employed work details

From HM Revenue & Customs · Tax Credits Manual

Step 1

If you aren’t already on the ‘Work Details’ screen, go to Step 2.

If you are already on the ‘Work Details’ screen, go to Step 3.

On the ‘Function Menu’

select ‘Application’ on the toolbar
select ‘Change of Circumstances’ from the options available. You will be taken to the ‘Key Entry Data’ screen
enter the customer’s NINO
select the relevant checkbox
select ‘OK’. You will be taken to the ‘Applicant Details’ screen.

If you are taken to the ‘Select Household’ screen

select the relevant claim
select ‘OK’. You will be taken to the ‘Applicant Details’ screen
select ‘Wk1’ or ‘Wk2’. You will be taken to the ‘Work Details’ screen for the relevant customer
go to Step 3.

If you are taken to the ‘Select Application’ screen

select the relevant claim
select ‘OK’. You will be taken to the ‘Applicant Details’ screen
select ‘Wk1’ or ‘Wk2’. You will be taken to the ‘Work Details’ screen for the relevant customer
go to Step 3.

If you are taken straight to the ‘Applicant Details’ screen

select ‘Wk1’ or ‘Wk2’. You will be taken to the ‘Work Details’ screen for the relevant customer
go to Step 3.

If the customer is due the four-week run-on entitlement, go to Step 8.

If the customer isn’t due the four-week run-on entitlement, go to Step 4.

On the ‘Work Details’ screen

Note: Don’t delete the current work details or overtype them.

select ‘New’ if there are already employment details on the tax credits computer for that customer
enter the new number of jobs in the ‘Number of Paid Jobs’ field
enter the new total hours worked in the ‘Total Hours Worked’ field
enter the new hours worked start date in the ‘Hours Worked Start Date’ field
go to Step 5.

If the customer’s new main job is employed, go to Step 6.

If the customer’s new main job is self-employed, go to Step 7.

Enter the new main employment details in the ‘Main Employment Details’ fields

Note: If the new main employment details are already on the computer there is no need to re-enter the details.

enter the employer reference in the ‘Emp. Ref.’ field
Note: If the customer hasn’t provided the employer reference number, follow the guidance in TCM0068100.
enter the payroll number in the ‘Payroll No:’ field
enter the main employment start date in the ‘Start Date’ field
enter the employer name (if necessary) in the ‘Name’ field
select ‘Address’
enter the employer address (if necessary)
select ‘OK’. You will taken back to the ‘Work Details’ screen
enter the employer telephone number in the ‘Tel No.’ field
end of action.

Enter the new main employment details in the ‘Self Employed Details’ fields

Note: If the new main employment details were already on the computer there is no need to enter the details check they are correct.

On the ‘Work Details’ screen

Note: Don’t delete the current work details or overtype them.

If the customer’s new main job is employed, go to Step 10.

If the customer’s new main job is self-employed, go to Step 11.

Enter the new main employment details in the ‘Main Employment Details’ fields

Note: If the new main employment details were already on the computer there is no need to enter the details check they are correct.

enter the employer reference in the ‘Emp. Ref.’ field
Note: If the customer hasn’t provided the employer reference number, follow the guidance in Trace Employer.
enter the payroll number in the ‘Payroll No.’ field
enter the main employment start date in the ‘Start Date’ field
enter the employer name (if necessary) in the ‘Name’ field
select ‘Address’. You will be taken to the ‘Address Change’ screen
enter the employer address (if necessary)
select ‘OK’. You will be taken back to the ‘Work Details’ screen
enter the employer telephone number in the ‘Tel No.’ field
end of action.

Enter the new main self employment details in the ‘Self Employed Details’ fields

Note: If the new main self employment details were already on the computer there is no need to enter the details check they are correct.