SolvedTCM1000374 | How to check that a payment schedule has been set up 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 shown as ‘Award Issued’ in the ‘Status’ column
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 relevant version
Note: If the version was created by a designatory change of circumstances (such as an address change shown in the ‘Area of Change’ column), a new payment schedule won’t have been set up and you’ll need to select the previous version.
select ‘OK’. You will 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
select ‘File’ on the toolbar
select ‘Next’ from the options available. You’ll be taken back to the ‘Function Menu’
select ‘Award’ on the toolbar
select ‘View’ from the options available
If the message ‘No matching record found for Award Version table’ displays, a payment schedule hasn’t been set up.
If no message displays, a payment schedule has been set up and you’ll be taken to the ‘Award Summary’ screen for the latest award.