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HMRC internal manual

Tax Credits Manual

From
HM Revenue & Customs
Updated
, see all updates

How to view linked work items

Version 2.0

Changes to previous version - amended guidance.

Step 1

On the ‘Function Menu’

  • select ‘Worklists’
  • select ‘View Linked Work Items’ from the options available. You will be taken to the ‘Key Entry Data’ screen
  • enter the customer’s NINO
  • select ‘OK’.

If you are taken to the ‘Select Household’ screen

  • select the relevant household
  • select ‘OK’. You will be taken to the ‘View Linked Work Items’ screen
  • go to .

If you are taken to the ‘Select Individual’ screen

  • select the relevant individual
  • select ‘OK’. You will be taken to the ‘View Linked Work Items’ screen
  • go to .

If you are taken straight to the ‘View Linked Work Items’ screen, go to .

Step 2

On the ‘View Linked Work Items’ screen

  • the ‘Worklist Type’ field will tell you

    • if there are any linked work items
    • what the work list type is
  • the ‘Allocated to’ field will tell you which processing area the claim is allocated to
  • the ‘Management Unit’ field will tell you which management unit the claim is on.