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HMRC internal manual

Tax Credits Manual

From
HM Revenue & Customs
Updated
, see all updates

How to change the Connexions include from date

Step 1

On the ‘Function Menu’

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

If you are taken to the ‘Select Household’ screen

  • select the relevant claim
  • select ‘OK’. You’ll be taken to the ‘Applicant Details’ screen
  • go to .

If you are taken to the ‘Select Application’ screen

  • select the relevant claim
  • select ‘OK’. You’ll be taken to the ‘Applicant Details’ screen
  • go to .

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

Step 2

On the ‘Applicant Details’ screen

  • select ‘Ch’ on the toolbar menu. You’ll be taken to the ‘Child Details’ screen
  • select the child that the change relates to
  • select ‘Correction’. You’ll be taken to the ‘Correction Child’ screen
  • select the ‘Connexions History’ checkbox
  • select ‘History’. The History screen will display
  • select the appropriate entry
  • select ‘Change’. The Change screen will display
  • enter the appropriate date in the ‘Include From’ field
  • tab down to the next field

Note: ‘OK’ will be disabled until you tab down to the next field.

  • select ‘OK’. You’ll be taken back to the ‘History’ screen
  • select ‘OK’. You’ll be taken back to the ‘Correction Child ‘screen
  • select ‘OK’. You’ll be taken back to the ‘Child Details’ screen
  • select ‘OK’. You’ll be taken to the ‘Amend Finish’ screen.

If you are trying to enter a further period of Connexions and the system is not recognising the latest period.

To calculate and apply the second period of Connexions you need to carry out the following steps.

  • apply the start date in the Connexions field and the end date should self populate (take note of the end date that the system self populates)
  • delete the start and end dates you have entered in the Connexions field for the second period of Connexions
  • in the FTNAE field you then apply the start date and tick the history tab to amend the include from date of the second period of Connexions, select ‘ok’ in the first box where you applied the start date of the second period of Connexions. You also need to apply an end date to the second period of Connexions with the date populated as above
  • apply the changes and add a retained household note stating that you have applied the second period of Connexions as FTNAE as a workaround (this note should never be deleted)

Note(This content has been withheld because of exemptions in the Freedom of Information Act 2000) You will need Auth S18 to apply changes if the changes are being backdated to a PY Tax year.