TCM1000045 - How to calculate the earliest date a child can be excluded - post award

Step 1

On the ‘Function Menu’

  • select ‘Renewal’ on the toolbar
  • select ‘View S17 Details’ from the options available. You will be taken to the ‘Key Entry Data - Renewals’ 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 ‘Select S17 Period’ screen
  • the status of each year is shown under ‘Status’
  • make a note of the earliest unfinalised year containing the child
  • go to Step 2.

If you are taken straight to the ‘Select S17 Period’ screen

  • the status of each year is shown under ‘Status’
  • make a note of the earliest unfinalised year containing the child
  • go to Step 2.

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Step 2

On the ‘Function Menu’

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

If you are taken to the ‘Select Application’ screen

  • select the relevant claim
  • select ‘OK’. You will be taken to the ‘Applicant Details’ screen
  • select the ‘Ch’ on the toolbar. You will be taken to the ‘Child Details’ screen
  • select the relevant child
  • select ‘Correction’
  • make a note of the responsibility start date for the child
  • go to Step 3.

If you are taken straight to the ‘Applicant Details’ screen

  • select the ‘Ch’ on the toolbar. You will be taken to the ‘Child Details’ screen
  • select the relevant child
  • select ‘Correction’
  • make a note of the responsibility start date for the child
  • go to Step 3.

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Step 3

On the ‘Function Menu’

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

If you are taken to the ‘Select Application’ screen

  • select the relevant claim
  • select ‘OK’
  • go to Step 4.

If you are not taken to the ‘Select Application’ screen, go to Step 4.

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Step 4

If you are taken to the ‘Select Application Version’ screen

  • select the latest version
  • select ‘OK’. You will be taken to the ‘Application Summary’ screen
  • make a note of the payment start date
  • go to Step 5.

If you are taken straight to the ‘Application Summary’ screen

  • make a note of the payment start date
  • go to Step 5.

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Step 5

Note: Be aware that there may be an award of tax credits which did not include payments for the child you are about to exclude.

Using the three dates you have noted work out the earliest date the child can be excluded from. This must be the earliest date in the unfinalised year when the customer is shown as both responsible and receiving Child Tax Credit for the child.

For example: The earliest unfinalised year is 2010-2011. The child responsibility started on 22 June 2009 and payments of tax credits started on 18 March 2009. The date the child must be excluded is 6 April 2010.