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HMRC internal manual

Tax Credits Manual

From
HM Revenue & Customs
Updated
, see all updates

How to check the status of a claim and what is preventing a decision on the newly-captured claim

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 Application Version’ screen, go to .

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

Step 2

On the ‘Select Application Version’ screen

  • check the ‘Version Status’ column for the relevant claim’s status
  • make a note of the claim’s status
  • select the relevant claim
  • select ‘OK’. You will be taken to the ‘Application Summary’ screen
  • go to .

Step 3

On the ‘Application Summary’ screen

  • check the claim’s status in the ‘Status’ field
  • make a note of the claim’s status
  • go to .

Step 4

On the ‘Application Summary’ screen

If the status shown is ‘Award issued’ or ‘Rejected’, a decision has been made on the claim.

If the status shown is ‘Partially Captured’, a decision has not been made on the claim. To find out what is preventing a decision being made

  • select ‘File’ on the toolbar
  • select ‘Next’ from the options available. You will be taken to the ‘Function Menu’
  • select ‘Application’ on the toolbar
  • select ‘Capture Current’ from the options available. You will be taken to the ‘Capture Current’ screen
  • select ‘Continue’ until you get to the ‘Summary Information’ screen

    • where a ‘Blocking Message’ is shown, it will prevent a decision being made
    • any other action preventing a decision being made will be shown in the ‘Application Notes’ field.

If the status shown is ‘Awaiting Award’, a decision has not been made on the claim. To find out what is preventing a decision being made

  • select ‘File’ on the toolbar
  • select ‘Next’ from the options available. You will be taken to the ‘Function Menu’
  • select ‘Application’ on the toolbar
  • select ‘Verification Failures’ from the options available. You will be taken to the ‘Manage Verification Failures’ screen

    • any verification failures preventing a decision being made will be shown in the ‘Rules Description’ column
    • where the ‘Potential Selection For Enquiry’ field is populated, there is a Compliance check that is preventing a decision being made
  • select ‘Navigate’ on the toolbar
  • select ‘Amend Application Corrections’ from the options available. You will be taken to the ‘Applicant Details’ screen
  • select ‘Continue’ until you get to the ‘Summary Information’ screen

    • where a ‘Blocking Message’ is shown, it will prevent a decision being made
    • any other action preventing a decision being made will be shown in the ‘Application Notes’ field.