SolvedTCM1000468 | How to check if the claim for WTC has been automatically backdated
From HM Revenue & Customs · Tax Credits Manual
Step 1
On the ‘Function Menu’
select ‘Award’ on the toolbar
select ‘View’ from the options available. You’ll be taken to the ‘Key Entry Data’ screen
enter the customer’s NINO
select ‘OK’.
If you’re taken to the ‘Select Individual’ screen
select the relevant individual
select ‘OK’. You’ll be taken to the ‘Award Summary’ screen
go to Step 2.
If you’re taken to the ‘Select award’ screen
select the earliest version of the tax year you’re considering backdating for, to highlight it
select ‘OK’. You’ll be taken to the ‘Award Summary’ screen
go to Step 2.
If you’re taken straight to the ‘Award Summary’ screen, go to Step 2.
Step 2
On the ‘Award Summary’ screen
select ‘Navigation’ on the toolbar menu
select ‘View Application’ from the options available. You’ll be taken to the ‘Application Summary’ screen
note the date in the ‘Date Received’ field
select ‘Continue’ until you reach the Applicant 1 Work screen and note the employment start date (or start dates)
select ‘Continue’ until you reach the Applicant 2 Work screen and note the employment start date (or start dates)
select the ‘Cancel’ button. You’ll be taken to the ‘Award Summary’ screen
note the date in the ‘Period covered by this notice’ field.
Note: For tax credit claims received before 06-04-2012 the correct effective date will be either the earliest of the dates noted or the date 93 days prior to the date the claim was received. For tax credit claims received on or after 06-04-2012 the correct effective date will be either the earliest of the dates noted or the date 31 days prior to the date the claim was received.