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HMRC internal manual

Tax Credits Manual

From
HM Revenue & Customs
Updated
, see all updates

How to check for any work list items

Version 1.0

Changes to previous version - new guidance

Step 1

On the ‘Function Menu’

  • select ‘Worklists’ on the toolbar
  • select ‘View Linked Work Items’ from the options available. You will be taken to the ‘Key Entry Data’ screen
  • enter the customer’s NINO
  • select ‘OK’.

If you are taken to the ‘Select Individual’ screen

  • select the relevant claim
  • select ‘OK’. You will be taken to ‘Work Management - View Linked Work Items’ screen
  • go to .

If you are taken to the ‘Select Household’ screen

  • select the relevant claim or award
  • select ‘OK’. You will be taken to ‘Work Management - View Linked Work Items’ screen
  • go to .

If you are taken straight to the ‘Work Management - View Linked Work Items’ screen, go to .

Step 2

On the ‘Work Management - View Linked Work Items’ screen, check to see if there are any items shown for the work list you are dealing with.