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HMRC internal manual

Tax Credits Manual

How to restore a claim

Version 1.0

Step 1

Note: You must take note of any household end date that previously applied before termination. This can be found in Household Notes.

On the ‘Function Menu’

  • select ‘Renewal’ on the toolbar
  • select ‘Manage Finalisation’ from the options available. You’ll be taken to the ‘Key Entry Data’ screen
  • enter the customer’s NINO
  • select the ‘All’ checkbox
  • select ‘OK’.

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

  • select the award you want to restore
    Note: In order to restore CY, select the PY award.
  • select ‘OK’. You will be taken to the ‘Manage Finalisation’ screen
  • go to Step 2.

If you’re taken straight to the ‘Manage Finalisation’ screen, go to Step 2.

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Step 2

On the ‘Manage Finalisation’ screen

  • select ‘Process’. You’ll be taken to the ‘Process’ screen
  • select ‘Restore CY’. The ‘Restore CY’ screen will display
  • select the relevant option to reflect the area in which you work from the ‘Action By’ field. For example ‘TCO’
  • select ‘As agreed’ from the ‘Reason’ field
    Note: Where the household has ended, you must enter the household breakdown date in the ’household breakdown box’ before restoring the claim
  • select ‘Restore CY’. You’ve restored the claim.