SolvedTCM1000492 | How to check if the customer is currently in receipt of the maximum award for CTC and/or WTC
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 will be taken to the ‘Key Entry Data’ screen
enter the customer’s NINO
select the relevant checkbox
select ‘OK’.
If you are taken to the ‘Select Individual’ screen
select the relevant claim
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 relevant 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, select in turn, where applicable ‘Child Tax Credit’ and/or ‘Working Tax Credit’ in the ‘Tax Credit Type’ field to confirm the type of tax credits the customer is in receipt of.
If you’re able to select ‘Working Tax Credit’ in the ‘Tax Credit Type’ field
select ‘View Calculation’. You will be taken to the ‘View Calculation’ screen
select ‘Working Tax Credit’ in the ‘Tax Credit Type’ field
select ‘View Taper Calcs’. You will be taken to the ‘View Taper Calculations’ screen
select the latest entitlement period in the top field
check the ‘Taper Amount’ column
go to Step 3.
If you’re unable to select ‘Working Tax Credit’ in the ‘Tax Credit Type’ field, go to Step 3.
Step 3
On the ‘Award Summary’ screen
If you’re unable to select ‘Child Tax Credit’ in the ‘Tax Credit Type’ field, return to the guidance you were previously following.
If you’re able to select ‘Child Tax Credit’ in the ‘Tax Credit Type’ field
select ‘Child Tax Credit’ in the ‘Tax Credit Type’ field
select ‘View Taper Calcs’. You will be taken to the ‘View Taper Calculations’ screen
select the latest entitlement period in the top field
check the ‘Taper Amount’ column
return to the guidance you were previously following.