TCM1000460 | How to restore a claim

From HM Revenue & Customs · Tax Credits Manual

Version 1.0

Step 1

Note: You must take note of any household end date that previously applied before termination. This can be found in Household Notes.

On the ‘Function Menu’

select ‘Renewal’ on the toolbar
select ‘Manage Finalisation’ from the options available. You’ll be taken to the ‘Key Entry Data’ screen
enter the customer’s NINO
select the ‘All’ checkbox
select ‘OK’.

If you’re taken to the ‘Select Award’ screen

select the award you want to restore
Note: In order to restore CY, select the PY award.
select ‘OK’. You will be taken to the ‘Manage Finalisation’ screen
go to Step 2.

If you’re taken straight to the ‘Manage Finalisation’ screen, go to Step 2.

On the ‘Manage Finalisation’ screen

select ‘Process’. You’ll be taken to the ‘Process’ screen
select ‘Restore CY’. The ‘Restore CY’ screen will display
select the relevant option to reflect the area in which you work from the ‘Action By’ field. For example ‘TCO’
select ‘As agreed’ from the ‘Reason’ field
Note: where the household has ended, you must enter the household breakdown date in the ’Household End Date’ field unless a ‘UC start date -1 day’ date has already been pre-populated, before restoring the claim.
Note: the warning message “Amended Household End Date must be before UC start date” will be displayed if a household end date is entered that is later than the ’UC start date -1 day’ that has been pre-populated
select ‘Restore CY’. You’ve restored the claim.