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HMRC internal manual

Tax Credits Manual

How to Complete Hardship Top-up sheet

Step 1

On the ‘Function Menu’

  • select ‘Household’ on the toolbar
  • select ‘View Account’ from the options available. You will be taken to the ‘Key Entry Data’ screen in function View Account
  • enter the customer’s NINO
  • select the current tax year
  • select schedule of payments
  • print payment schedule
  • go to Step 2.

Step 2

  • Open the Hardship Top-up Sheet
  • complete the name and NINO fields for claimant 1 and claimant 2 , if appropriate
  • select pay frequency as 4-weekly, this should always be 4-weekly as this is the manual payment frequency
  • enter the date of the hardship claim
    Note: this is the date the request was received
  • enter the end date of the award period, for example 5 April YY
  • in the ‘Next Paydate’ field enter the date of the next payment from the payment schedule. This will populate the Date of Payment fields
  • in the ‘Posting net amount’ field enter the amount of the next payment due that corresponds with the payment start date from the schedule
  • go to Step 3

Step 3

To enter the customers income in the Household Income field

  • select ‘Household’ on the toolbar
  • select View Claim summary
  • select latest version
  • select view award
  • select view calculation
  • select view income
  • note the ‘income used in calculation of award ’
  • enter the income figure in Household Income field. This will populate the Current recovery rate applied field
  • go to Step 4

Step 4

  • In the Schedule of Payments box,  complete the Amount of Recovery Fields with the full amount of recovery according to the corresponding dates from the schedule
  • go to Step 5

Step 5

Calculate the new recovery rate.

  • check the customer’s disposable income from the calculation sheet
  • (This content has been withheld because of exemptions in the Freedom of Information Act 2000)
  • (This content has been withheld because of exemptions in the Freedom of Information Act 2000)