TCM1000456 | How to find and access a claim on the Potential Match MU

From HM Revenue & Customs · Tax Credits Manual

Version 1.0

Changes to previous version - new guidance.

Step 1

On the ‘Function Menu’

select ‘Worklist’ on the toolbar
select ‘Maintain’ from the options available. You will be taken to the ‘Maintain Worklist’ screen
select ‘Potential Match’ from the ‘Worklist Type’ field

Note: This should be the only option available.

select the Potential Match MU from the ‘Management Unit’ field
go to Step 2.

Step 2

If the message ‘No Worklist Entries for the selected Management Unit’ displays, return to the guidance you were previously following at the point you left it.

If you have a reference number

select ‘Sort Filter’. You will be taken to the ‘Sort and Filter Worklist Entries’ screen
select ‘Reference’ in the ‘Sort’ field
select ‘Reference’ in the ‘Filter 1’ field
enter the customer’s NINO in the ‘From Value’ and ‘To Value’ fields
select ‘OK’
go to Step 4.

If you don’t have a reference number

select ‘Sort Filter’. You will be taken to the ‘Sort and Filter Worklist Entries’ screen
select ‘Name’ in the ‘Sort’ field
select ‘Name’ in the ‘Filter 1’ field
enter the customer’s name in the ‘From Value’ and ‘To Value’ fields
select ‘OK’
go to Step 3.

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Step 3

If the work list item displays

select the work list item
select ‘File’ on the toolbar
select ‘Next Function’ from the options available. You will be taken to the ‘Work Management - Select Function’ screen
select ‘Capture Application’
select ‘OK’
go to Step 4.

If the work list item didn’t display, return to the guidance you were previously following at the point you left it.

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Step 4

If you are taken to the ‘Applicant 1’ screen

a screen will display showing if both customers or which customer is a ‘Potential Match’
make a note of the customer who is a potential match
select ‘OK’.

If the message ‘This Application can not be Opened in Capture’ displays

Note: The message usually indicates the claim has been rejected with an outstanding potential match.

select ‘OK’. You will be taken to the ‘Maintain Worklist’ screen
select ‘Cancel’. You will be taken back to the ‘Function Menu’
the claim can’t be accessed on the Potential Match MU.