TCM1000454 | How to check benefit history details

From HM Revenue & Customs · Tax Credits Manual

Version 1.0

Changes to previous version - new guidance.

Step 1

If you’re in function ‘Manage Verification Failures’

select ‘Navigate’ on the toolbar
select ‘Amend Application CoC’ from the options available. You’ll be taken to the ‘Applicant Details - Applicant 1’ screen
go to Step 3.

If you aren’t in function ‘Manage Verification Failures’, go to Step 2.

On the ‘Function Menu’

select ‘Application’ on the toolbar
select ‘Change of Circumstance’ 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

If you’re taken straight to the ‘Applicant Details - Applicant 1’ screen, go to Step 3.

Note: If the ‘Signals’ screen displays, select ‘Cancel’.

On the ‘Applicant Details - Applicant 1’ screen

select ‘Inc1’ or ‘Inc2’ as appropriate on the toolbar. You will be taken to the ‘Income - Applicant 1 - Sterling’ or ‘Income - Applicant 2 - Sterling’ screen
select ‘History’ on the toolbar
select ‘IS’, ‘JSA’ or ‘MIG’ as appropriate from the options available. You will be taken to the ‘History’ screen. If they are unavailable, it indicates there is no history for this benefit

Note: Check JSA for JSA and ESA and check MIG for PC

If you wish to check another benefit

select ‘Cancel’. You will be taken back to the ‘Income - Applicant 1 - Sterling’ or ‘Income - Applicant 2 - Sterling’ screen
select ‘History’ on the toolbar
select the next benefit from the options available.

If you wish to view benefit history for the partner on a joint claim

select ‘Cancel’. You will be taken back to the ‘Income - Applicant 1 - Sterling’ or ‘Income - Applicant 2 - Sterling’ screen
select ‘Inc1’ or ‘Inc2’ as appropriate on the toolbar. You will be taken to the ‘Income - Applicant 1 - Sterling’ or ‘Income - Applicant 2 - Sterling’ screen
select ‘History’ on the toolbar
select ‘IS’, ‘JSA’ or ‘MIG’ as appropriate from the options available. You will be taken to the ‘History’ screen. If they’re unavailable, it indicates there is no history for this benefit.