SolvedTCM1000529 | How to refer for local recovery
From HM Revenue & Customs · Tax Credits Manual
Version 1.0
Changes to previous version - new guidance
Step 1
Open the ‘Interim Single Sign On’ icon
select ‘NTC Receivables BS’ from the left hand column
select ‘RMBS O/P Rec Officer’ from the right hand column. You will be taken to the ‘RMBS - Function Menu’ screen
select ‘Household’ on the toolbar
select ‘View Overpayment’ from the options available. You will be taken to the ‘Key Entry Data - Applicant’ screen
enter the customer’s NINO
select ‘OK’
If you are taken to the ‘Select Award’ screen
highlight the relevant award
select ‘OK’. You will be taken to the ‘View Overpayment’ screen
go to Step 2.
If you are taken straight to the ‘View Overpayment’ screen
go to Step 2. {#}
Step 2
On the ‘View Overpayment’ screen
select ‘Details’. You will be taken to the ‘View Overpayment - Direct’ screen
select ‘Maintain Overpayment’. You will be taken to the ‘Maintain Overpayments’ screen
select the ‘Refer to Local Recovery’ checkbox in the ‘Local Recovery’ field
select ‘Other’ from the options available in the ‘Referral Reason’ field
select the ‘OK’ button
Note: If the overpayment outstanding is below £200 a further message will display. If it does display, select ‘Menu’