SolvedTCM1000488 | How to check if the customer will qualify for an in-year adjustment
From HM Revenue & Customs · Tax Credits Manual
Version 1.0
Changes to previous version - new guidance.
Step 1
On the ‘Function Menu’
select ‘Award’ on the toolbar
select ‘View’ from the options available. You will be taken to the ‘Key Entry Data’ screen
enter the customer’s NINO
select the ‘Latest’ checkbox
select ‘OK’.
If you are taken to the ‘Select Individual’ screen
select the relevant individual
select ‘OK’. You will be taken to the ‘Award Summary’ screen
go to Step 2.
If you are taken to the ‘Select Award’ screen
select the latest award
select ‘OK’. You will be taken to the ‘Award Summary’ screen
go to Step 2.
If you are taken straight to the ‘Award Summary’ screen, go to Step 2.
Step 2
On the ‘Award Summary’ screen, for the latest award select ‘View Calculation’
If you are taken to the ‘View Calculation’ screen, go to Step 3.
If the message ‘There are no awards for this individual’ displays
100% of the award should be paid
no adjustment is required.
If a monetary value is shown for the ‘Family’ or ‘Baby’ elements in the ‘Tapered Ent’ column and all other values are 0.00 in the current entitlement period
make a note of your findings
100% of the award should be paid
no adjustment is required.
If you established that entitlement has been reduced by Compliance
make a note of your findings
the claim does not require further adjustment.
Step 3
On the ‘View Calculation’ screen
select ‘View Taper Calcs’. You will taken to the ‘View Taper Calculations’ screen
return to the guidance you were previously following.