4. Backdate a claim

When you make a claim, your tax credits are usually backdated automatically by up to one month. You don’t have to do anything.

If you’re claiming other benefits

You have to ask for your tax credits to be backdated if you get:

  • Income Support
  • Jobseeker’s Allowance (income-based)
  • Employment and Support Allowance (income-related)
  • Pension Credit

You’ll also need to do this if you haven’t claimed any of these benefits in the last 31 days and the following both apply:

  • you get Working Tax Credit
  • you don’t claim for children as part of any tax credits claim

How to backdate a claim

Include a page with your claim form confirming:

  • your name, address and National Insurance number
  • the date you started work
  • the date you started getting one of the benefits listed, if you’re not in work

Backdating by more than a month

Tax credit claims can sometimes be backdated by more than a month if you apply within a month of:

  • getting refugee status
  • qualifying for certain sickness or disability benefits, eg Disability Living Allowance or Personal Independence Payment

Don’t apply to backdate these claims until you’ve been given a decision on your refugee status or disability benefits.

You should still apply for other tax credits if you already qualify for them, eg you have children.