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HMRC internal manual

Tax Credits Manual

From
HM Revenue & Customs
Updated
, see all updates

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.

  • go to .

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 .

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 .

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

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.