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HMRC internal manual

Tax Credits Manual

How to check the customer’s date of birth and number of hours worked

Version 1.0

Changes to previous version - new guidance

Step 1

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 customers NINO
  • select the ‘All’ checkbox
  • select ‘OK’.

If you are taken to the ‘Select Individual’ screen

  • select the relevant claim
  • select ‘OK’. You will be taken to the ‘Application Summary’ screen

Note: If you are instead taken to the ‘Select Application’ screen or the ‘Select Application Version’ screen, follow the guidance below for those screens.

If you are taken to the ‘Select Application’ screen

  • select the claim with the status of ‘Award Issued’
  • select ‘OK’. You will be taken to the ‘Application Summary’ screen
  • Note: If you are instead taken to the ‘Select Application Version’ screen, follow the guidance below for that screen.
  • go to Step 2.

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

  • select version 1 of the claim
  • select ‘OK’. You will be taken to the ‘Application Summary’ screen
  • go to Step 2.

If you are taken straight to the ‘Application Summary’ screen, go to Step 2.

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Step 2

On the ‘Application Summary’ screen

  • note the date of birth of the customer shown in the ‘Applicant 1’ and, where applicable ‘Applicant 2’ boxes
  • select ‘Navigation’ on the toolbar
  • select ‘Work’ from the options available
  • select ‘Applicant 1’ or ‘Applicant 2’ as appropriate. You will be taken to the appropriate ‘Applicant Work’ screen for the selected customer

Note: In a two-person claim, if both customers work, both checkboxes will be available and both of their work details must be checked.

  • note the total number of hours worked shown in the ‘Total Hours Worked’ field.