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HMRC internal manual

Tax Credits Manual

From
HM Revenue & Customs
Updated
, see all updates

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.

  • go to .

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.

  • go to .

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 .

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

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.