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HMRC internal manual

Tax Credits Manual

From
HM Revenue & Customs
Updated
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Stopping tax credits: work lists (unprocessed): NINO, P marker or IYSD not present (AG)

To manage the Unprocessed IYS17 work list where work items are not displaying the customer’s NI number, a ‘P’ marker or the In Year Specified Date, consider steps 1 to 3.

Step 1

Note: You will have identified an item on the Unprocessed IYS17 work list that does not contain

  • the customer’s NI number
  • a ‘P’ marker (where IS, JSA or PC is present)

Note: From 27/10/2008, JSA will mean either JSA or ESA

or

  • the In Year Specified Date.

Use Function MAINTAIN WORKLIST

  • select the Unprocessed IYS17 work list from the drop down list for the Worklist Type field
  • select the entry in the work list you want to work
  • select ‘File’ from the toolbar menu
  • select ‘Next Function’ from the options available. You will be taken to the Select Next Function screen
  • on this screen, select Function CAPTURE IN YEAR S17 FINALISATION from the options available
  • select OK. You will be taken to the Income and Benefits screen for the claim you want to work
  • go to .

Step 2

On the Income and Benefits screen

  • select Continue. You will be taken to the Declaration screen
  • select ‘Worklist’ from the Change Source drop down menu
  • select Process. The work item will have been deleted from the Unprocessed IYS17 work list or it will now display correctly
  • go to .

Step 3

Use Function MAINTAIN HOUSEHOLD NOTES and select the ‘General’ category to record

  • that the claim has been processed in capture
  • the reason why it has been processed.

Note: You must follow the guidance in TCM0152060 when you record the note and also follow the guidance in TCM0152160.

Note: If the work item has re-populated the Unprocessed IYS17 work list with another reason, follow the guidance in TCM0370640 for that reason on the Unprocessed IYS17 work list.