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HMRC internal manual

Tax Credits Manual

From
HM Revenue & Customs
Updated
, see all updates

How to set or remove the Manual Correspondence marker

Version 3.0

Changes to previous version - amended guidance at step 3.

Step 1

On the ‘Function Menu’

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

If you’re taken to the ‘Select Individual’ screen

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

If you’re taken to the ‘Select Application’ screen

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

If you’re taken straight to the ‘Applicant Details’ screen, go to .

Step 2

On the ‘Applicant Details’ screen

If the ‘Signals’ screen displays and none of the signals affect the action you’re taking

  • select ‘OK’
  • go to .

If the ‘Signals’ screen displays and any of the signals affect the action you’re taking

  • select ‘Cancel’ on the ‘Signals’ screen
  • select ‘Cancel’ on the ‘Applicant Details’ screen
  • take no further action.

If the ‘Signals’ screen doesn’t display, go to .

Step 3

On the ‘Applicant Details’ screen

  • select ‘Household’ on the toolbar
  • select ‘Details’ from the options available. The ‘Household Details’ screen will display

If you want to set the ‘Manual Correspondence’ marker

  • select the ‘Manual Correspondence’ checkbox
  • select ‘OK’. The ‘Manual Correspondence’ marker has been set
  • select the source as ‘Paper’
  • select the reason as ‘NTC Error’
  • select ‘OK’.

If you want to remove the ‘Manual Correspondence’ marker

  • select the ‘Manual Correspondence’ checkbox to remove the tick
  • select ‘OK’. The ‘Manual Correspondence’ marker has been removed
  • select the source as ‘Paper’
  • select the reason as ‘NTC Error’
  • select ‘OK’.