SolvedTCM1000405 | How to amend the Benefits History screen
From HM Revenue & Customs · Tax Credits Manual
Version 1.0
Changes to previous version - new guidance.
Step 1
If you aren’t already on the ‘Income’ screen, go to Step 2.
If you are already on the ‘Income’ screen, go to Step 3.
Step 2
On the ‘Function Menu’
select ‘Application’ on the toolbar
select ‘Change of Circumstances’ from the options available. You’ll be taken to the ‘Key Entry Data’ screen
enter the customer’s NINO
select the relevant checkbox
select ‘OK’. You’ll be taken to the ‘Applicant Details’ screen.
If you’re taken to the ‘Select Household’ screen
select the relevant claim
select ‘OK’. You’ll be taken to the ‘Applicant Details’ screen
go to Step 3.
If you’re taken to the ‘Select Application’ screen
select the relevant claim
select ‘OK’. You’ll be taken to the ‘Applicant Details’ screen
go to Step 3.
If you’re taken straight to the ‘Applicant Details’ screen
select ‘Inc1’ or ‘Inc2’
select the relevant benefit
go to Step 3.
Step 3
If the customer is due the four-week run-on entitlement, go to Step 7.
If the customer isn’t due the four-week run-on entitlement, go to Step 4.
Step 4
If the change happened within three months, go to Step 5.
If the change happened more than three months ago because the customer didn’t tell us about the change and you were notified today, go to Step 5.
If the change happened more than three months ago, the customer didn’t tell us about the change within three months and you were notified before today, go to Step 6.
If the change happened more than three months before today’s date but you’ven’t yet applied the change, go to Step 6.
Step 5
Include From date unchanged.
Enter the IS, JSA (IB), ESA (IR) or PC start date in the appropriate field
enter the start date in the ‘In receipt of’ field for the appropriate benefit.
Note: Use the JSA field for either JSA or ESA.
Note: If the start date is more than three months before today’s date because the customer failed to notify you - that is, they only notified you today - a restriction will be correctly applied by the computer.
Note: The start date for ESA can’t be earlier than 27/10/2008.
Step 6
Change the include from date.
check the start date of the IS, JSA (IB), ESA (IR) or PC.
To change the date in the Include From field, enter the IS, JSA (IB), ESA (IR) or PC start date in the appropriate field. To do this
enter the start date in the ‘In receipt of’ field for the appropriate benefit.
Note: Use the JSA field for either JSA or ESA.
Note: As the start date is more than three months before today’s date, a restriction will be incorrectly applied by the computer.
select ‘History’ from the toolbar menu
select the IS, JSA (IB) or MIG (PC) signal(s), as appropriate. The History screen for that signal will display
Note: Select the JSA signal for either JSA or ESA.
select the appropriate record
select ‘Change’. The Change screen will display
enter the appropriate date in the Include From field
select ‘OK’. You’ll be taken back to the History screen
select ‘OK’. You’ll be taken back to the Income screen
select ‘OK’. You’ll be taken to the Amend Finish screen.
Step 7
If you were notified within three months, go to Step 8.
If you were notified more than three months before today’s date, because the customer failed to notify you and notified today, go to Step 8.
If it’s more than three months before today’s date, because the customer failed to notify you, but they had notified you before today, go to Step 9.
If it’s more than three months before today’s date, because you haven’t yet applied the change, go to Step 9.
Step 8
Include From date unchanged.
Enter the IS, JSA (IB), ESA (IR) or PC start date as the day after the new effective date of the four-week run-on
Note: This is the 29th day after the job ended.
calculate the new start date of the IS, JSA (IB), ESA (IR) or PC
enter the new start date in the ‘In receipt of’ field for the appropriate benefit
select ‘OK’. You’ll be taken to the Amend Finish screen.
Note: Use the JSA field for either JSA or ESA.
Note: If the start date is more than three months before today’s date, because the customer failed to notify you, that is they only notified you today, a restriction will be correctly applied by the computer.
Note: The start date for ESA can’t be earlier than 27/10/2008.
Step 9
Change the include from date.
Enter the IS, JSA (IB), ESA (IR) or PC start date as the day after the new effective date of the four-week run-on
Note: This is the 29th day after the job ended.
calculate the new start date of the IS, JSA (IB), ESA (IR) or PC
To change the date in the Include From field, enter the IS, JSA (IB), ESA (IR) or PC start date in the appropriate field. To do this
enter the start date in the ‘In receipt of’ field for the appropriate benefit.
Note: Use the JSA field for either JSA or ESA.
Note: As the start date is more than three months before today’s date, a restriction will be incorrectly applied by the computer.
select ‘History’ from the toolbar menu
select the IS, JSA (IB) or MIG (PC) signals, as appropriate. The History screen for that signal will display
Note: Select the JSA signal for either JSA or ESA.
select the appropriate record
select ‘Change’. The Change screen will display
go to Step 10.
Step 10
Enter the appropriate date in the Include From field
If it’s more than three months before today’s date, because the customer failed to notify you, but they had notified you before today
change the date in the ‘Include From’ field to a date that is precisely 93 days prior to the date of notification
go to Step 11.
If it’s more than three months before today’s date, because you haven’t yet applied the change
change the date in the ‘Include From’ field to same date as the start date.
go to Step 11.
Step 11
Select ‘OK’. You’ll be taken back to the History screen
select ‘OK’. You’ll be taken back to the Income screen
select ‘OK’. You’ll be taken to the Amend Finish screen.