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HMRC internal manual

Tax Credits Manual

How to check the customer’s personal details

Version 1.0

Changes to previous version - new guidance

Step 1

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 you are taken to the ‘Select Individual’ screen

  • select the relevant claim
  • select ‘OK’. You will be taken to the ‘Application Summary’ screen

Note: If you are instead taken to the ‘Select Application’ screen or the ‘Select Application Version’ screen, follow the later guidance for those screens.

If you are taken to the ‘Select Application’ screen

  • select the claim with the status of ‘Award Issued’
  • select ‘OK’. You will be taken to the ‘Application Summary’ screen

Note: If you are instead taken to the ‘Select Application Version’ screen, follow the later guidance for that screen.

If you are taken to the ‘Select Application Version’ screen

  • select the relevant version of the claim
  • select ‘OK’. You will be taken to the ‘Application Summary’ screen
  • go to Step 2.

If you are taken straight to the ‘Application Summary’ screen, go to Step 2.

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Step 2

On the ‘Application Summary’ screen

  • select ‘Continue’. You will be taken to the ‘Applicant 1 Additional Information’ screen

Note: If you need to check the customer’s partner’s personal details, select ‘Continue’ and you will be taken to the ‘Applicant 2 Additional Information’ screen.

  • the entries on this screen will tell you the customer’s personal details.