SolvedTCM1000533 | How to check the overpayment amount and record the date the TC610 was issued
From HM Revenue & Customs · Tax Credits Manual
Version 1.0
Changes to previous version - new guidance
Step 1
Check which years have an outstanding overpayment
On the ‘Function Menu’
select ‘Household’ on the toolbar
select ‘View Account’ from the options available. You will be taken to the ‘Key Entry Data - Applicant’ screen
enter the customers NINO
select the ‘All’ checkbox
select ‘OK’
If you are taken to the ‘Select Award’ screen
make a note of all years with an ‘Account Status’ of ‘Open’
for all years with an ‘Account Status’ of ‘Open’, make a note of the corresponding ‘Award End Date’
you have now identified the years which have an outstanding overpayment
select ‘Cancel’. You will be taken to the ‘Key Entry Data - Applicant’ screen
select ‘Cancel’. You will be taken to the ‘Function Menu’
go to Step 3.
If you are taken straight to the ‘View Award Period Summary’ screen
check the ‘Account Status’ to see if the status is ‘Open’
go to Step 2.
Step 2
If the ‘Account Status’ is ‘Open’
make a note of the ‘Award End Date’
select ‘Menu’. You will be taken to the ‘Function Menu’
go to Step 3.
If the ‘Account Status is ‘Balanced’
there is no overpayment on file for this customer
take no further action
Step 3
Check the outstanding overpayment amount
On the ‘Function Menu’
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 customers NINO
select the ‘All’ checkbox
select ‘OK’
If you are taken to the ‘Select Award’ screen
highlight the award for each year you have identified as ‘Open’
select ‘OK’. You will be taken to the ‘View Overpayment’ screen
make a note of the ‘Latest Amount’ shown in the ‘Overpayment Summary’ field
go to Step 4.
If you are taken straight to the ‘View Overpayment’ screen
make a note of the ‘Latest Amount’ displayed in the ‘Overpayment Summary’ field
go to Step 4.
Step 4
Check the date the TC610 ‘Notice to Pay’ was issued
select ‘Details’. You will be taken to the ‘View Overpayment - Direct’ screen
make a note of the date the TC610 was issued displayed in the ‘Notice To Pay’ field
Note: If a date is not displayed in the ‘Notice To Pay’ field, this means that a TC610 has not been issued