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HMRC internal manual

Tax Credits Manual

From
HM Revenue & Customs
Updated
, see all updates

How to access details held on the tax credits computer

Version 2.0

Changes to previous version - amended guidance. Amended to incorporate the pre-award process.

Step 1

If you are working a pre-award case, go to .

If you are working a post award case, go to .

Step 2

On the ‘Function Menu’

  • select ‘Application’ on the toolbar
  • select ‘Capture Current’ from the options available. You will be taken to the ‘Key Entry Data - Applicant’ screen
  • enter the customer’s NINO
  • select ‘Navigation’ on the toolbar
  • select the relevant option to view the required screen
  • select ‘Work’ to view the work details for each customer and make a note of any details held.

Step 3

Note: If there is more than one household listed you must access the household applicable to the work item you need to access.

On the ‘Function Menu’

  • select ‘Application’ on the toolbar
  • select ‘Correction’ from the options available
  • enter the customer’s NINO
  • the ‘all’ box will be checked, so select ‘OK’
  • select the relevant award, for example, PY or CY
  • select ‘Navigation’ on the toolbar
  • select ‘Work’
  • check the ‘Work’ screen for each customer and make a note of

    • number of jobs

    Note: If ‘1’ is shown in number of paid jobs and the job is not relevant to PY because it finished in PY-1 or earlier, this could be the reason for the incompatibility.

    • start date of current employment (or start date of current self employment)
  • select ‘History’ from the toolbar
  • select ‘Total Hours Worked’ if this is available from the options. You will be taken to the ‘History’ screen
  • make a note of the dates of all the periods for total hours worked for both customers, if applicable
  • select ‘Cancel’. You will be taken back to the ‘Work Details’ screen
  • select ‘Navigation’ on the toolbar
  • select ‘Income’
  • select ‘History’ from the toolbar
  • select ‘IS’ / ‘JSA’ / ‘ESA’ / ‘MIG’, if available, from the options. You will be taken to the ‘History’ screen
  • make a note of the dates of all the periods for PY-1 on the ‘History’ screen for IS / JSA / ESA / MIG (PC), if applicable, for both customers.