SolvedTCM1000537 | How to check if the correct in year percentage has been set
From HM Revenue & Customs · Tax Credits Manual
Version 1.0
Changes to previous version - new guidance.
Step 1
On the ‘Function Menu’
select ‘Household’ on the toolbar
select ‘View Overpayments’ from the options available. You will be taken to the ‘Key Entry Data - Applicant’ screen
enter the customer’s NINO
select ‘OK’
select the latest CY award. You will be taken to the ‘View Overpayment’ screen
select ‘Details’
make a note of the ‘CY in year maximum recovery’ in the ‘Recovery restriction’ field
If the ‘CY in year maximum recovery’ figure is less than the ‘CY actual in year recovery’ figure,
the correct in year percentage has not been applied
return to the guidance you were following
If the ‘CY in year maximum recovery’ figure is more than the ‘CY actual in year recovery’ figure,
the correct in year percentage has been applied
return to the guidance you were following