SolvedTCM1000381 | How to change the Connexions include from date
From HM Revenue & Customs · Tax Credits Manual
Step 1
On the ‘Function Menu’
select ‘Application’ on the toolbar
select the ‘Change of Circumstances’ from the options available. You’ll be taken to the ‘Key Entry Data - Applicant’ screen
enter the customer’s NINO
select the ‘Latest’ checkbox
select ‘OK’.
If you are taken to the ‘Select Household’ screen
select the relevant claim
select ‘OK’. You’ll be taken to the ‘Applicant Details’ screen
go to Step 2.
If you are taken to the ‘Select Application’ screen
select the relevant claim
select ‘OK’. You’ll be taken to the ‘Applicant Details’ screen
go to Step 2.
If you are taken straight to the ‘Applicant Details’ screen, go to Step 2.
Step 2
On the ‘Applicant Details’ screen
select ‘Ch’ on the toolbar menu. You’ll be taken to the ‘Child Details’ screen
select the child that the change relates to
select ‘Correction’. You’ll be taken to the ‘Correction Child’ screen
select the ‘Connexions History’ checkbox
select ‘History’. The History screen will display
select the appropriate entry
select ‘Change’. The Change screen will display
enter the appropriate date in the ‘Include From’ field
tab down to the next field
Note: ‘OK’ will be disabled until you tab down to the next field.
select ‘OK’. You’ll be taken back to the ‘History’ screen
select ‘OK’. You’ll be taken back to the ‘Correction Child ‘screen
select ‘OK’. You’ll be taken back to the ‘Child Details’ screen
select ‘OK’. You’ll be taken to the ‘Amend Finish’ screen.
If you are trying to enter a further period of Connexions and the system is not recognising the latest period.
To calculate and apply the second period of Connexions you need to carry out the following steps.
apply the start date in the Connexions field and the end date should self populate (take note of the end date that the system self populates)
delete the start and end dates you have entered in the Connexions field for the second period of Connexions
in the FTNAE field you then apply the start date and tick the history tab to amend the include from date of the second period of Connexions, select ‘ok’ in the first box where you applied the start date of the second period of Connexions. You also need to apply an end date to the second period of Connexions with the date populated as above
apply the changes and add a retained household note stating that you have applied the second period of Connexions as FTNAE as a workaround (this note should never be deleted)
Note(This content has been withheld because of exemptions in the Freedom of Information Act 2000) You will need Auth S18 to apply changes if the changes are being backdated to a PY Tax year.