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HMRC internal manual

Tax Credits Manual

From
HM Revenue & Customs
Updated
, see all updates

How to set an action date

Version 3.0

Changes to previous version - amended guidance. New steps added.

Step 1

If you are in a work list, go to .

If you aren’t in a work list, go to .

If you’ve been taken back to the ‘Maintain Worklist’ screen after working a verification failure, go to .

Step 2

Note: Use TCM0322460 for the correct MU number.

On the ‘Function Menu’

  • select ‘Worklists’ on the toolbar
  • select ‘Maintain’ from the options available. You’ll be taken to the ‘Maintain Worklist’ screen
  • select the relevant work list from the ‘Worklist Type’ field
  • select the relevant MU number from the ‘Management Unit’ field. The screen will redisplay with the entries currently on the work list for that MU
  • go to .

Step 3

On the ‘Maintain Worklist’ screen

  • select ‘Sort Filter’. The ‘Sort Filter Worklist Entries’ screen will display
  • in the ‘Filter 1’ column
  • select ‘Reference’ from the ‘Worklist Entry by Column name’ field
  • enter the customer’s NINO in the ‘From Value’ field
  • enter the customer’s NINO in the ‘To Value’ field
  • select ‘OK’. You’ll be taken back to the ‘Maintain Worklist’ screen
  • go to .

Step 4

On the ‘Maintain Worklist’ screen

  • select the relevant entry
  • select ‘Details’. The ‘Worklist Entry Details’ screen will display
  • enter the new action date in the ‘Action Date’ field
  • select ‘OK’. You’ve set the action date.