SolvedTCM1000373 | How to check that an award version has been created for a WTC upfront complex case
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 claim with the status of ‘Award Issued’
select ‘OK’. You’ll be taken to the ‘Application Summary’ screen
Note: Follow the next option if you’re taken to the ‘Select Application Version’ screen.
go to Step 2.
If you’re taken to the ‘Select Application Version’ screen
select the appropriate version
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
Note: If the message ‘Complex Claim’ displays, select ‘OK’.
select ‘File’ on the toolbar
select ‘Next’ from the options available. You will be taken to the ‘Function Menu’
select ‘Award’ on the toolbar
select ‘View’ from the options available. You will be taken to the ‘Award Summary’ screen.
Note: If the message ‘Complex Claim’ displays, select ‘OK’.
If the message ‘No matching record found for Award Version table’ displays, a payment schedule hasn’t been set up for the award version.
If no message displays, a payment schedule has been set up for the award version.