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HMRC internal manual

Tax Credits Manual

From
HM Revenue & Customs
Updated
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Extra information - miscellaneous information: Incompatible helpcard

Reasons that an Incompatible work list item is created

The tax credits computer holds details of a qualifying benefit for either the customer or their partner, but on the Annual Declaration the relevant benefit box has not been ticked.

For example: The ‘Correction’ screen shows that the customer receives Income Support (IS) but they have not ticked the IS box on the Annual Declaration.

The tax credits computer does not hold details of a qualifying benefit for either the customer or their partner, but the customer has ticked a qualifying benefit on the Annual Declaration.

For example: The JSA box on the Annual Declaration has been ticked for the customer’s partner, but the ‘Correction’ screen shows no record of them ever receiving JSA.

Incompatibility due to employment or self-employment

The tax credits computer holds details of employment or self-employment for either the customer or their partner, but on the Annual Declaration no income has been provided for that employment type.

For example: The customer’s partner is employed, but they have not provided us with income for their employment.

The tax credits computer does not hold details of employment or self-employment for either the customer or their partner, but on the Annual Declaration income has been provided for that employment type.

For example: The ‘Correction’ screen shows no record of either customer working, but the customer has provided self-employment income of £20,000.00 on the Annual Declaration.

(This content has been withheld because of exemptions in the Freedom of Information Act 2000) (This content has been withheld because of exemptions in the Freedom of Information Act 2000)

Incompatibility due to an historical job

Occasionally the ‘Capture Renewal Declaration’ screen will expect employment income for a customer that ended their job in PY-1 or earlier. A warning message will display when attempting to process the Annual Declaration to highlight this. The error is caused by incorrect cross referencing of the Employment Table framework.

These cases can not be processed and instead must be manage finalised and renewed.

Note: All renewal information from the Annual Declaration must be transferred to the ‘Correction’ screen prior to manage finalising.