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HMRC internal manual

Tax Credits Manual

How to complete the Free Format screen

Version 1.0

Changes to previous version - new guidance

Step 1

On the ‘Function Menu’

  • select ‘Application’ on the toolbar
  • select ‘Change of Circumstances’ from the options available. You will be taken to the ‘Key Entry Data’ screen
  • enter the customer’s NINO
  • select the ‘All’ checkbox
  • select ‘OK’.

If you are taken to the ‘Select Household’ screen

  • select the relevant claim
  • select ‘OK’. You will be taken to the ‘Applicant Details’ screen
  • go to Step 2.

If you are taken to the ‘Select Application’ screen

  • select the claim which is ‘Partially Captured’ or ‘Awaiting Award’
  • select ‘OK’. You will be taken to the ‘Applicant Details’ screen
  • go to Step 2.

If you are taken straight to the ‘Applicant Details’ screen, go to Step 2.

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Step 2

On the ‘Applicant Details’ screen

  • when the following message ‘Details must be recorded on the Free Format screen. Do you wish to proceed?’ display, select ‘Yes’. You will be taken to the ‘Free Format’ screen
  • enter the details of the change
  • enter the effective date of the change
  • enter any other relevant information
  • select ‘OK’. You have completed the ‘Free Format’ screen.