SolvedTCM1000366 | How to check for an open appeal
From HM Revenue & Customs · Tax Credits Manual
Version 1.0
Changes to previous version - new guidance.
Step 1
On the ‘Function Menu’
select ‘Application’ on the toolbar
select ‘View’ from the options available. You’ll be taken to the ‘Key Entry Data - Applicant’ screen
enter the customer’s NINO
select the ‘All’ checkbox
select ‘OK’.
If you’re taken to the ‘Select Application’ screen
select the relevant claim
select ‘OK’. You’ll be taken to the ‘Application Summary’ screen
go to Step 2.
If you’re taken to the ‘Select Application Version’ screen
select the latest version of the claim
select ‘OK’. You’ll be taken to the ‘Application Summary’ screen
go to Step 2.
If you’re taken straight to the ‘Application Summary’ screen, go to Step 2.
Step 2
On the ‘Application Summary’ screen.
If the message ‘Application under appeal’ displays, there is an open appeal on the claim
select ‘OK’. You’ll be taken back to the ‘Application Summary’ screen
go to Step 3.
If the message ‘Application under appeal’ doesn’t display, there isn’t an open appeal on the claim.
Step 3
On the ‘Application Summary’ screen
select ‘File’ on the toolbar
select ‘Next’ from the options available. You’ll be taken to the ‘Function Menu’
select ‘Household’ on the toolbar
select ‘View Notes’ from the options available. You’ll be taken to the ‘View Household Notes’ screen
check the ‘Retained Notes’ field for any messages relating to an open appeal
in the ‘Tax Year Based Notes’ field
select ‘Appeals’ in the ‘Category Filter’ field
check to see whether there are any open appeals. These will have messages with the prefix AC, AS, AM and AW
select the ‘Select Tax Year End’ field to check all the available tax years for any messages with the prefix AC, AS, AM and AW.