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HMRC internal manual

Tax Credits Manual

From
HM Revenue & Customs
Updated
, see all updates

How to check benefit history details

Version 1.0

Changes to previous version - new guidance.

Step 1

If you’re in function ‘Manage Verification Failures’ 

  • select ‘Navigate’ on the toolbar
  • select ‘Amend Application CoC’ from the options available. You’ll be taken to the ‘Applicant Details - Applicant 1’ screen
  • go to .

If you aren’t in function ‘Manage Verification Failures’, go to .

Step 2

On the ‘Function Menu’

  • select ‘Application’ on the toolbar
  • select ‘Change of Circumstance’ 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 relevant claim
  • select ‘OK’. You will be taken to the ‘Applicant Details - Applicant 1’ screen
  • go to .

If you’re taken straight to the ‘Applicant Details - Applicant 1’ screen, go to .

Step 3

Note: If the ‘Signals’ screen displays, select ‘Cancel’.

On the ‘Applicant Details - Applicant 1’ screen

  • select ‘Inc1’ or ‘Inc2’ as appropriate on the toolbar. You will be taken to the ‘Income - Applicant 1 - Sterling’ or ‘Income - Applicant 2 - Sterling’ screen
  • select ‘History’ on the toolbar
  • select ‘IS’, ‘JSA’ or ‘MIG’ as appropriate from the options available. You will be taken to the ‘History’ screen. If they are unavailable, it indicates there is no history for this benefit

Note: Check JSA for JSA and ESA and check MIG for PC

  • the ‘History’ screen will show details of the benefit selected.

If you wish to check another benefit 

  • select ‘Cancel’. You will be taken back to the ‘Income - Applicant 1 - Sterling’ or ‘Income - Applicant 2 - Sterling’ screen
  • select ‘History’ on the toolbar
  • select the next benefit from the options available.

If you wish to view benefit history for the partner on a joint claim 

  • select ‘Cancel’. You will be taken back to the ‘Income - Applicant 1 - Sterling’ or ‘Income - Applicant 2 - Sterling’ screen
  • select ‘Inc1’ or ‘Inc2’ as appropriate on the toolbar. You will be taken to the ‘Income - Applicant 1 - Sterling’ or ‘Income - Applicant 2 - Sterling’ screen
  • select ‘History’ on the toolbar
  • select ‘IS’, ‘JSA’ or ‘MIG’ as appropriate from the options available. You will be taken to the ‘History’ screen. If they’re unavailable, it indicates there is no history for this benefit.