SolvedTCM1000483 | How to amend the customer’s or a child’s details
From HM Revenue & Customs · Tax Credits Manual
Step 1
If you’re working a Pre award claim, go to Step 2
If you’re working a Post award claim, go to Step 5
Step 2
If you’re on the ‘Maintain Worklist’ screen
select the relevant work list item
select ‘File’ on the toolbar
select ‘Next Function’ from the options available. You’ll be taken to the ‘Select Next Function’ screen
select either
‘Manage Ver Failures’. You’ll be taken to the ‘Manage Verification Failures’ screen
or
* ‘Capture Application’. You’ll be taken to the ‘Applicant 1’ screen
go to Step 3
If you’re on the ‘Manage Verification Failures’ screen, go to Step 3
If you’re on any other screen, go to Step 4
Step 3
On the ‘Manage Verification Failures’ screen
select ‘Navigate’ on the toolbar
select ‘Amend Application Corrections’ from the options available. You’ll be taken to the ‘Capture Application’ screen
go to Step 4
Step 4
If you’re amending the details for customer 1 in a pre award HSV claim
select ‘Ap1’ on the toolbar. You’ll be taken to the ‘Applicant 1 Details’ screen
amend the details to those shown those shown on ADD or the documents received
select ‘Sm’ on the toolbar. You’ll be taken to the ‘Summary Information’ screen
select ‘OK’. You’ll be taken back to the ‘Manage Verification Failures’ screen
select ‘OK’ You’ll be taken back to the ‘Maintain Worklist’ screen
return to the previous guidance at the point you left it.
If you’re amending the details for customer 2 in a pre award HSV claim
select ‘Ap2’ on the toolbar. You’ll be taken to the ‘Applicant 2 Details’ screen
amend the details to those shown on ADD or the documents received
select ‘Sm’ on the toolbar. You’ll be taken to the ‘Summary Information’ screen
select ‘OK’. You’ll be taken back to the ‘Manage Verification Failures’ screen
select ‘OK’ You’ll be taken back to the ‘Maintain Worklist’ screen
return to the previous guidance at the point you left it.
If you’re amending the details for customer 1 in an incomplete claim
select ‘Ap1’ on the toolbar. You’ll be taken to the ‘Applicant 1 Details’ screen
amend the details to those shown those shown on ADD or the documents received
select ‘Sm’ on the toolbar. You’ll be taken to the ‘Summary Information’ screen
select ‘OK’. The ‘Process Application’ box will appear
select ‘Store’. You’ll be taken back to the ‘Maintain Worklist’ screen
return to the previous guidance at the point you left it.
If you’re amending the details for customer 2
select ‘Ap2’ on the toolbar. You’ll be taken to the ‘Applicant 2 Details’ screen
amend the details to those shown on ADD or the documents received
select ‘Sm’ on the toolbar. You’ll be taken to the ‘Summary Information’ screen
select ‘OK’. A ‘Process Application’ box will appear
select ‘Store’. You’ll be taken back to the ‘Maintain Worklist’ screen
return to the previous guidance at the point you left it.
Step 5
On the ‘Function Menu’
select ‘Application’ on the toolbar
select ‘Correction’. You’ll be taken to the Key Entry Data - Applicant’ screen
enter the customers NINO
select ‘All’
select ‘OK’
If you’re taken to the ‘Select Application’ screen
select the award you need to amend
select ‘ OK’. You’ll be taken to the ‘Amend Application’ screen
go to Step 6
If you’re taken to the ‘Amend Application’ screen,go to Step 6
Step 6
If you’re amending the details for customer 1
select ‘Ap1’ on the toolbar. You’ll be taken to the ‘Applicant 1 Details’ screen
amend the details to those shown those shown on ADD or the documents received
select ‘OK’. You’ll be taken to the ‘Amend Finish’ screen
select the source as ‘Paper’
select the reason as ‘NTC Error’
select ‘OK’
return to the previous guidance at the point you left it.
If you’re amending the details for customer 2
select ‘Ap2’ on the toolbar. You’ll be taken to the ‘Applicant 2 Details’ screen
amend the details to those shown on ADD or the documents received
select ‘OK’. You’ll be taken to the ‘Amend Finish’ screen
select the source as ‘Paper’
select the reason as ‘NTC Error’
select ‘OK’
return to the previous guidance at the point you left it.
(This content has been withheld because of exemptions in the Freedom of Information Act 2000) (This content has been withheld because of exemptions in the Freedom of Information Act 2000)
If you’re amending the details for a child’s DOB
select ‘Ch’ on the toolbar. You’ll be taken to the ‘Child Details’ screen
highlight the child you want to change details for
select ‘Correction’ . The ‘Correction Child’ box will appear
make a note of the child responsibility start date shown
amend the details to those shown those shown on ADD or the documents received
select ‘Child Responsibility Start Date’. A signal box will display the message ‘3 months restriction applied to Include from date. Check if correct’
select ‘OK’. You’ll be taken back to ‘Correction Child’ screen
select the ‘History’ check box
select ‘History’
highlight the entry
select ‘Change’. You’ll be taken to the ‘Change’ box
go to Step 7(This content has been withheld because of exemptions in the Freedom of Information Act 2000)
If you’re amending the details for a child’s name
select ‘Ch’ on the toolbar. You’ll be taken to the ‘Child Details’ screen
highlight the child you want to change details for
select ‘Correction’. The ‘Correction Child’ box will appear
amend the details to those shown those shown on ADD or the documents received
select ‘OK’. You’ll be taken back to ‘Child details’ screen
select ‘OK’. You’ll be taken to the ‘Amend Finish’ screen
select the source as ‘Paper’
select the reason as ‘NTC Error’
select ‘OK’
return to the previous guidance at the point you left it.
Step 7
Check the responsibility start date you noted at step 6 and the correct DOB for the child are the same
If they are the same
amend the ‘Include From’ date to the correct date of birth for the child
select ‘End Date’ This will make the ‘OK’ button live
select ‘OK’. You’ll be taken to the ‘History’ screen
select ‘OK’. You’ll be taken to the ‘Correction Child’ screen
select ‘OK’ You’ll be taken to the ‘Child Details’ screen
select ‘OK’. You’ll be taken to the ‘Amend Finish’ screen
select the source as ‘Paper’
select the reason as ‘NTC Error’
select ‘OK’
return to the previous guidance at the point you left it.
If they aren’t the same
amend the ‘Responsibility Start’ date to the date you noted at step 6
select ‘End Date’ This will make the ‘OK’ button live
select ‘OK’. You’ll be taken to the ‘History’ screen
select ‘OK’. You’ll be taken to the ‘Correction Child’ screen
select ‘OK’ You’ll be taken to the ‘Child Details’ screen
select ‘OK’. You’ll be taken to the ‘Amend Finish’ screen
select the source as ‘Paper’
select the reason as ‘NTC Error’
select ‘OK’
return to the previous guidance at the point you left it.