Claims - capture (L-P): Logging claims (Info)
A claim can be made by
- a single person (known as a ‘single claim’)
- a couple (known as a ‘joint claim’).
The normal process will be to log and capture a claim at the same time. However, at peak times you can log the receipt of a claim form (TC600) only and capture the details from it at a later date. If you only log the receipt of the claim an entry will be made on the Incomplete Applications work list.
Tax credits claims can only be logged on to the computer if you have the minimum information for a single claim or joint claim.
If the minimum information isn’t available you will have to try to obtain it before the claim can be logged.
It is important that you record the correct date of receipt of the claim. Follow the guidance in TCM0064020.
When entering the minimum data on the Log screen in Function CAPTURE APPLICATION and you can’t find a match, you must enter more details on the Applicant Details screen. For the matching process to start again you must select [Continue] to enter the Children screen and then select [Back] to return to the Applicant Details screen.
There is an Action Guide for this subject, select TCM0066040 to access it