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HMRC internal manual

Tax Credits Manual

From
HM Revenue & Customs
Updated
, see all updates

How to check that a payment schedule has been set up for a WTC upfront complex case

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’ll be taken to the ‘Key Entry Data - Applicant’ screen
  • enter the customer’s NINO
  • select the ‘All’ checkbox
  • select ‘OK’.

If you’re taken to the ‘Select Application’ screen

  • select the claim shown as ‘Award Issued’ in the ‘Status’ column
  • select ‘OK’. You’ll be taken to the ‘Application Summary’ screen
  • go to .

If you’re taken to the ‘Select Application Version’ screen

  • select the relevant version

Note: If the version was created by a designatory change of circumstances (such as an address change shown in the ‘Area of Change’ column), a new payment schedule won’t have been set up and you’ll need to select the previous version.

  • select ‘OK’. You will be taken to the ‘Application Summary’ screen
  • go to .

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

Step 2

On the ‘Application Summary’ screen

  • select ‘File’ on the toolbar
  • select ‘Next’ from the options available. You’ll be taken back to the ‘Function Menu’
  • select ‘Award’ on the toolbar
  • select ‘View’ from the options available

If the message ‘No matching record found for Award Version table’ displays, a payment schedule hasn’t been set up.

If no message displays, a payment schedule has been set up and you’ll be taken to the ‘Award Summary’ screen for the latest award.