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HMRC internal manual

Tax Credits Manual

From
HM Revenue & Customs
Updated
, see all updates

How to add a child to a post award WTC upfront complex case

Version 1.0

Changes to previous version - new guidance.

Step 1

Note: This guidance must only be followed if you are dealing with a WTC upfront complex case and the OMS has now confirmed the composition of the family.

Note: You should have already checked for a ‘Closed period award’ and if there is a closed award period you must add the children following that guidance.

From the manual file find the names and dates of birth of the children to be added and, if applicable any noted start date

  • on the ‘Function Menu’
  • select ‘Application’ on the toolbar
  • select ‘Correction’ from the options available. You will be taken to the ‘Key Entry Data’ screen
  • enter the customers NINO
  • select the ‘Latest’ checkbox
  • select ‘OK’. You will be take to the ‘Applicant Details - Applicant 1’ screen

Note: If the ‘Signals’ screen displays, select ‘OK’. You will be taken to the ‘Applicant Details - Applicant 1’ screen.

  • select ‘Ch’ on the toolbar. You will be taken to the ‘Child Details’ screen
  • select ‘New’. You will be taken to the ‘New Child Details’ screen
  • in the relevant fields, enter the child’s

    • surname
    • first name
    • date of birth
  • tab down to the ‘Responsibility Start Date’ field
  • when the message ‘3 month’s restriction applied to include from date. Check if correct’ displays, select ‘OK’
  • select ‘OK’. You will be taken back to the ‘New Child Details’ screen
  • select ‘OK’. You will be taken back to the ‘Child Details’ screen
  • select the child you have just added
  • select ‘Correction’. You will be taken to the ‘Correction Child’ screen
  • select the ‘History’ checkbox
  • select ‘History’. You will be taken to the ‘History’ screen
  • select the responsibility dates
  • select ‘Change’. The ‘Change’ screen will display
  • enter either the child’s date of birth or any other start date which you have noted in the manual file In the ‘Include From’ field
  • tab down to the next field
  • select ‘OK’. You will be taken back to the ‘History’ screen
  • select ‘OK’. You will betaken back to the ‘Correction Child’ screen
  • select ‘OK’. You will be taken back to the ‘Child Details’ screen

Note: If there is more than one child, repeat the process from select ‘New’ above for each additional child.

  • go to .

Step 2

Assign the main carer. To do this

  • select ‘Pm1’ or ‘Pm2’ as appropriate on the toolbar. You will be taken to the ‘Payment Details - Applicant 1’ or ‘Payments Details - Applicant 2’ screen
  • select the ‘Applicant 1’ or ‘Applicant 2’ checkbox as appropriate in the ‘Main Carer’ field
  • select the relevant ‘Frequency’ checkbox in the ‘Main Carer’ field
  • select ‘OK’. You will be taken to the ‘Amend Finish’ screen
  • do not complete the ‘Amend Finish’ screen at this point, just return to the guidance you were previously following.