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HMRC internal manual

Tax Credits Manual

From
HM Revenue & Customs
Updated
, see all updates

How to use function View Household Account to obtain the outstanding overpayment amount

Step 1

On the ‘Function Menu’

  • select ‘Household’ on the toolbar
  • select ‘View Account’ from the options available. You’ll be taken to the ‘Key Entry Date - Applicant’ screen
  • enter the customer’s NINO
  • select the ‘All’ checkbox
  • select ‘OK’.

If you are taken to the ‘Select Award’ screen

  • select the relevant award
  • select ‘OK’. You’ll be taken to the ‘View Award Period Summary - Household’ screen
  • go to Step 2.

If you are taken straight to the ‘View Award Period Summary - Household’ screen, go to Step 4.

Step 2

If the signals box does not show a signal of ‘Cross Award Transfer Made’, go to Step 4.

If the signals box shows a signal of ‘Cross Award Transfer Made’

  • select ‘Postings’
  • check for any postings that state ‘Cross award transfer to CTC’ or  ‘Cross award transfer to WTC’
  • make a note of the figures shown
  • go to Step 3.

Step 3

If the last Cross Award Transfer to either CTC or WTC is a negative figure 

  • note that the overpayment has already been returned by Cross Award Recovery (CAR)
  • note the correct ‘Overpayment Outstanding’ amount shown in ‘View Award Period Summary - Household’ Screen
  • go to Step 4.

If the last Cross Award Transfer to either CTC or WTC is a positive figure 

  • note that the overpayment has not been returned by Cross Award Recovery (CAR)
  • note that you are unable to determine the correct ‘Overpayment Outstanding’
  • return to the guidance you are following and continue with your action.

Step 4

If there is an amount in the ‘Overpayment Outstanding’ field

  • this is the outstanding overpayment amount for CTC and WTC

If there is not an amount in the ‘Overpayment Outstanding’ field

  • an overpayment amount has not yet been returned from CAR.