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HMRC internal manual

Tax Credits Manual

From
HM Revenue & Customs
Updated
, see all updates

How to establish the period the overpayment relates to

Version 1.0

Changes to the previous version - new guidance

Step 1

On the ‘Function menu’

  • select Household from the toolbar
  • select ‘View Overpayment’. You will be taken to the ‘Key Entry Data’ screen
  • enter the customer’s NINO
  • select ‘all’
  • select ‘OK’.

If you are taken to the select award screen

  • select the relevant award
  • select ‘OK’. You will be taken to the ‘View Overpayment’ screen
  • go to  

If you are taken straight to the ‘View Overpayment’ screen, go to

Step 2

If the period the overpayment relates to is known

  • select the ‘period’ checkbox and enter the year in the Period field.

Note: If there isn’t an overpayment for the selected period, the warning message ‘No overpayment details found’ will display.

Note: If the View Overpayment Signals screen displays, select ‘OK’. You’ll be taken back to the View Overpayment screen.

If the period the overpayment relates to isn’t known

  • select the ‘All’ checkbox
  • select ‘OK’. You will be taken to the ‘Select Award’ screen
  • select the earliest award with an outstanding overpayment

Note: If there isn’t an overpayment for the selected period, the warning message ‘No overpayment details found’ will display.

Note: If the View Overpayment’ Signals screen display, select ‘OK’. You will be taken back to the ‘View Overpayment’ screen.

  • check if a dispute has already been registered or a manual suspension recorded against this overpayment
  • complete the cover sheet with this information
  • repeat this action for all the years that need suspending.