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HMRC internal manual

Tax Credits Manual

From
HM Revenue & Customs
Updated
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Claims: capture (Q-Z): same sex couples - late capture of claims received before 05/12/05 (AG)

To deal with the late capture of a claim from a same sex couple received before 05/12/2005, consider steps 1 to 5.

Step 1

Use Function CAPTURE APPLICATION

  • select ‘Application’ on the toolbar menu

    • If you are capturing a new claim, select ‘Capture New’ from the options available. Go to .
    • If you are entering further details onto a partially-captured claim, select ‘Capture Current’ from the options available. Go to .

Step 2

When you have selected the ‘Capture New’ option

  • go to the Log screen and enter the information provided by the customers
  • check to make sure that the date you have entered in the Date Application Received field matches the date stamped on the claim form

Note: It’s important to make sure that you have entered the correct date of receipt as you will not be able to correct it later if the claim is from a same sex couple.

* If the date matches 

* select [Continue]
* go to . 

* If the date doesn’t match 

* amend the date 
* select [Continue] 
* go to .

Step 3

Enter the personal details in respect of both customers in the Applicant 1 and Applicant 2 screens

  • as the same sex has been entered for both customers and the date of receipt is before 05/12/2005, the following message will display

‘Both applicants are the same sex. Claim must be withdrawn’

  • check the customers’ details on the claim form to make sure that both customers are the same sex

    • If you have made a mistake and the claim is from an opposite sex couple

    • go to the relevant Applicant box and select the ‘Male’ or ‘Female’ checkbox as appropriate to correct the customer’s details
    • continue to capture the claim. Follow the guidance in TCM0062120 

    • If both customers are the same sex and you have come to this step from , go to .
    • If both customers are the same sex and you have come to this step from  

    • select [Store]. An entry will be created on the Incomplete Applications work list

    Note: Don’t withdraw the claim or no entry will be created on the Incomplete Applications work list and it will not be possible to take any follow-up action.

    then

    • go to .

Step 4

Check the date stamp on the claim form to make sure it was received before 05/12/2005.

  • If the claim was received before 05/12/2005

    • select [Store]. An entry will be created on the Incomplete Applications work list

    Note: Don’t withdraw the claim or no entry will be created on the Incomplete Applications work list and it will not be possible to take any follow-up action.

    then

    • go to .
  • If the claim was received on or after 05/12/2005, this indicates that the wrong date was entered in the Date Application Received field on the Log screen

    • withdraw the claim due to operator error. Follow the guidance in TCM0139020 
    • recapture the claim with the correct date of receipt. Follow the guidance in TCM0062120.

Step 5

Store the claim form at remote storage. Follow the guidance in TCM0074140.