Beta This part of GOV.UK is being rebuilt – find out what this means

HMRC internal manual

Tax Credits Manual

From
HM Revenue & Customs
Updated
, see all updates

How to enter benefit start or end dates on a post award claim

Version 1.0

Changes to previous version - new guidance

Step 1

If you aren’t already on the ‘Income’ screen, go to .

If you are already on the ‘Income’ screen, go to .

Step 2

On the ‘Function Menu’

  • select ‘Application’ on the toolbar
  • select ‘Change of Circumstances’ from the options available. You will be taken to the ‘Key Entry Data’ screen
  • enter the customer’s NINO
  • select the relevant checkbox
  • select ‘OK’. You will be taken to the ‘Applicant Details’ screen.

If you are taken to the ‘Select Household’ screen

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

If you are 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 are taken straight to the ‘Applicant Details’ screen 

  • select ‘Inc1’ or ‘Inc2’
  • go to .

Step 3

If the customer is due the four-week run-on entitlement, go to .

If the customer isn’t due the four-week run-on entitlement, go to .

Step 4

If you want to enter a benefit end date, go to .

If you want to enter a benefit start date using actual start date, go to .

Step 5

Enter the IS, JSA (IB), ESA (IR) or PC end date in the appropriate field

  • enter the end date in the ‘In receipt of’ field for the appropriate benefit

Note: Use the JSA field for either JSA or ESA.

  • select ‘OK’. You will be taken to the ‘Amend Finish’ screen
  • return to the guidance you were previously following.

Step 6

Enter the IS, JSA (IB), ESA (IR) or PC start date in the appropriate field

  • enter the start date in the ‘In receipt of’ field for the appropriate benefit

Note: Use the JSA field for either JSA or ESA.

Note: Use the MIG field for PC.

Note: If the start date is more than three months before today’s date, because the customer failed to notify you and you were notified you today, a restriction will be correctly applied by the computer.

  • select ‘OK’. You will be taken to the ‘Amend Finish’ screen
  • return to the guidance you were previously following.

Step 7

Enter benefit start date after 28-day effective date

Enter the IS, JSA (IB), ESA (IR) or PC start date as the day after the new effective date in the appropriate field

  • note the new benefit start date to be entered on the tax credits computer

Note: This is 29 calendar days after the date of change (we count from the day after the change).

  • enter the new start date in the ‘In receipt of’ field for the appropriate benefit

Note: Use the JSA field for either JSA or ESA.

Note: If the start date is more than three months before today’s date, because the customer failed to notify you and you were notified you today, a restriction will be correctly applied by the computer.

  • select ‘OK’. You will be taken to the ‘Amend Finish’ screen
  • return to the guidance you were previously following.