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HMRC internal manual

Tax Credits Manual

How to cancel the checkbox in the Formal Agreement field

Version 1.0

Changes to previous version - new guidance.

Step 1

On the ‘Function Menu’

  • select ‘Household’ on the toolbar
  • select ‘View Overpayment’ from the options available. You will be taken to the ‘Key Entry Data - Applicant’ screen
  • enter the customer’s NINO
  • select ‘OK’

If you are taken to the ‘Select Award’ screen

  • highlight the relevant award
  • select ‘OK’. You will be taken to the ‘View Overpayment’ screen
  • go to Step 2.

If you are taken straight to the ‘View Overpayment’ screen

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Step 2

On the ‘View Overpayment’ screen

  • select ‘Details’. You will be taken to the ‘View Overpayment - Direct’ screen
  • select ‘Maintain Overpayment’. You will be taken to the ‘Maintain Overpayments’ screen
  • cancel the Checkbox in the ‘Formal Agreement’ field
  • select the ‘OK’ button