SolvedTCM1000401 | How to check if either customer has been in receipt of IS or JSA/ESA
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 Individual’ screen
select the relevant claim
select ‘OK’. You’ll be taken to the ‘Application Summary’ screen
Note: If you’re instead taken to the ‘Select Application’ screen or the ‘Select Application Version’ screen, follow the guidance below for those screens.
go to Step 2.
If you’re taken to the ‘Select Application’ screen
select the relevant claim
select ‘OK’. You’ll be taken to the ‘Application Summary’ screen
Note: If you’re instead taken to the ‘Select Application Version’ screen, follow the guidance below for that screen.
go to Step 2.
If you’re taken to the ‘Select Application Version’ screen
select version 1 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
select ‘VH’ on the toolbar. You’ll be taken to the ‘View Application History’ screen
check the ‘Additional Details’ field.
If there is a ‘Yes’ next to the ‘IS’ or ‘JSA/ESA’ fields for either customer
select ‘History’ on the toolbar
select either ‘IS’ or ‘JSA/ESA’ from the options available. You’ll be taken to the ‘History’ screen
the dates the customer was in receipt of IS or JSA / ESA are shown in the ‘Start Date’, ‘Include From’ or ‘End Date’ fields.
If there is a ‘No’ next to the ‘IS’ or ‘JSA/ESA’ fields for either customer, the customer wasn’t in receipt of IS or JSA / ESA.