TCM1000432 | How to check whether an IVA remission has sent a payment to the customer

From HM Revenue & Customs · Tax Credits Manual

Version 1.0

Changes to previous version - new guidance

Step 1

On the ‘Function Menu’

select ‘Household’ on the toolbar
select ‘View Account’ from the options available. You’ll be taken to the ‘Key Entry Data’ screen
enter the customer’s name
select the ‘All’ checkbox
select the ‘Summary’ screen
select ‘OK’. You’ll be taken to the ‘Select Award’ screen
select the award period on which you’ve remitted payments in or recoveries made since the IVA date

Note: You can identify the correct award period from the IVA and Cross Year Recovery Worksheets.

select ‘OK’. You’ll be taken to the ‘View Award Period Summary’ screen. The amount that you’ve remitted will show in the ‘Adjustments’ field
select ‘Postings’. You’ll be taken to the ‘View Award Period Postings’ screen
check that the remission you made is showing in the ‘Postings’ list box and note the date in the ‘Postings Date’ field
check whether a payment has been issued to the customer after the date the remission was posted.

Note: You can identify a payment to the customer by an entry in the ‘Description’ field of ‘BACS Claimant Payment Out for WTC/CTC’ and the posting date will usually be 24 or 48 hours after the remission posting date but may take longer.

Note: An entry in the ‘Postings’ list box with a description of ‘Set Off Payment from WTC/CTC’ occurring after the remission date doesn’t mean that a payment has been sent to the customer. It shows that the remission has resulted in arrears being used to reduce another tax credit overpayment that isn’t included in the IVA.