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HMRC internal manual

Tax Credits Manual

From
HM Revenue & Customs
Updated
, see all updates

How to enter new employed or self-employed work details

Version 1.0

Changes to previous version - new guidance

Step 1

If you aren’t already on the ‘Work Details’ screen, go to .

If you are already on the ‘Work Details’ screen, go to .

Step 2

On the ‘Function Menu’

  • select ‘Application’ on the toolbar
  • select ‘Change of Circumstances’ from the options available. You will be taken to the ‘Key Entry Data’ screen
  • enter the customer’s NINO
  • select the relevant checkbox
  • select ‘OK’. You will be taken to the ‘Applicant Details’ screen.

If you are taken to the ‘Select Household’ screen

  • select the relevant claim
  • select ‘OK’. You will be taken to the ‘Applicant Details’ screen
  • select ‘Wk1’ or ‘Wk2’. You will be taken to the ‘Work Details’ screen for the relevant customer
  • go to .

If you are taken to the ‘Select Application’ screen

  • select the relevant claim
  • select ‘OK’. You will be taken to the ‘Applicant Details’ screen
  • select ‘Wk1’ or ‘Wk2’. You will be taken to the ‘Work Details’ screen for the relevant customer
  • go to .

If you are taken straight to the ‘Applicant Details’ screen

  • select ‘Wk1’ or ‘Wk2’. You will be taken to the ‘Work Details’ screen for the relevant customer
  • go to .

Step 3

If the customer is due the four-week run-on entitlement, go to .

If the customer isn’t due the four-week run-on entitlement, go to .

Step 4

On the ‘Work Details’ screen

Note: Don’t delete the current work details or overtype them.

  • select ‘New’ if there are already employment details on the tax credits computer for that customer
  • enter the new number of jobs in the ‘Number of Paid Jobs’ field
  • enter the new total hours worked in the ‘Total Hours Worked’ field
  • enter the new hours worked start date in the ‘Hours Worked Start Date’ field
  • go to .

Step 5

If the customer’s new main job is employed, go to .

If the customer’s new main job is self-employed, go to .

Step 6

Enter the new main employment details in the ‘Main Employment Details’ fields

Note: If the new main employment details are already on the computer there is no need to re-enter the details.

  • enter the employer reference in the ‘Emp. Ref.’ field

Note: If the customer hasn’t provided the employer reference number, follow the guidance in TCM0068080.

  • enter the payroll number in the ‘Payroll No:’ field
  • enter the main employment start date in the ‘Start Date’ field
  • enter the employer name (if necessary) in the ‘Name’ field
  • select ‘Address’
  • enter the employer address (if necessary)
  • select ‘OK’. You will taken back to the ‘Work Details’ screen
  • enter the employer telephone number in the ‘Tel No.’ field
  • end of action.

Step 7

Enter the new main employment details in the ‘Self Employed Details’ fields

Note: If the new main employment details were already on the computer there is no need to enter the details check they are correct.

  • enter the UTR number in the ‘UTR’ field
  • enter the start date of the self employed job in the ‘Start Date’ field
  • delete the end date if there is a date in ‘End date’ field
  • end of action.

Step 8

On the ‘Work Details’ screen

Note: Don’t delete the current work details or overtype them.

  • select ‘New’
  • enter the new number of jobs in the ‘Number of Paid Jobs’ field
  • enter the new total hours worked in the ‘Total Hours Worked’ field
  • enter the new hours worked start date in the ‘Hours Worked Start Date’ field
  • go to .

Step 9

If the customer’s new main job is employed, go to .

If the customer’s new main job is self-employed, go to .

Step 10

Enter the new main employment details in the ‘Main Employment Details’ fields

Note: If the new main employment details were already on the computer there is no need to enter the details check they are correct.

  • enter the employer reference in the ‘Emp. Ref.’ field

Note: If the customer hasn’t provided the employer reference number, follow the guidance in Trace Employer.

  • enter the payroll number in the ‘Payroll No.’ field
  • enter the main employment start date in the ‘Start Date’ field
  • enter the employer name (if necessary) in the ‘Name’ field
  • select ‘Address’. You will be taken to the ‘Address Change’ screen
  • enter the employer address (if necessary)
  • select ‘OK’. You will be taken back to the ‘Work Details’ screen
  • enter the employer telephone number in the ‘Tel No.’ field
  • end of action.

Step 11

Enter the new main self employment details in the ‘Self Employed Details’ fields

Note: If the new main self employment details were already on the computer there is no need to enter the details check they are correct.

  • enter the UTR number in the ‘UTR’ field
  • enter the start date of the self-employed job in the ‘Start Date’ field
  • delete the end date if there is a date in ‘End date’ field
  • end of action.