TCM1000076 - How to check if there is already a tax credits claim for either or both customers

Step 1

If you have a NINO, go to Step 2.

If you do not have a NINO, go to Step 3.

Step 2

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 a signal box displays the message ‘No Match Found’

• there is not already a tax credits claim for the customer

If you are taken to another screen 

• there is already a tax credits claim for the customer

Note: On a two-person claim, you will need to repeat this action for the second customer.

Top of page

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 customers

  • surname
  • first name
  • DOB
• select ‘All’
• select ‘OK’

If a signal box displays the message ‘No Match Found’

• there is not already a tax credits claim for the customer

If you are taken to another screen 

• there is already a tax credits claim for the customer

Note: On a two-person claim, you will need to repeat this action for the second customer.