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HMRC internal manual

Tax Credits Manual

From
HM Revenue & Customs
Updated
, see all updates

How to amend the customer’s or a child’s details

Step 1

If you’re working a Pre award claim, go to  

If you’re working a Post award claim, go to  

Step 2

If you’re on the ‘Maintain Worklist’ screen

  • select the relevant work list item
  • select ‘File’ on the toolbar
  • select ‘Next Function’ from the options available. You’ll be taken to the ‘Select Next Function’ screen
  • select either

    • ‘Manage Ver Failures’. You’ll be taken to the ‘Manage Verification Failures’ screen

or

* ‘Capture Application’. You’ll be taken to the ‘Applicant 1’ screen
  • go to  

If you’re on the ‘Manage Verification Failures’ screen, go to  

If you’re on any other screen, go to  

Step 3

On the ‘Manage Verification Failures’ screen

  • select ‘Navigate’ on the toolbar
  • select ‘Amend Application Corrections’ from the options available. You’ll be taken to the ‘Capture Application’ screen
  • go to  

Step 4

If you’re amending the details for customer 1 in a pre award HSV claim

  • select ‘Ap1’ on the toolbar. You’ll be taken to the ‘Applicant 1 Details’ screen
  • amend the details to those shown those shown on ADD or the documents received
  • select ‘Sm’ on the toolbar. You’ll be taken to the ‘Summary Information’ screen
  • select ‘OK’. You’ll be taken back to the ‘Manage Verification Failures’ screen
  • select ‘OK’ You’ll be taken back to the ‘Maintain Worklist’ screen
  • return to the previous guidance at the point you left it.

If you’re amending the details for customer 2 in a pre award HSV claim

  • select ‘Ap2’ on the toolbar. You’ll be taken to the ‘Applicant 2 Details’ screen
  • amend the details to those shown on ADD or the documents received
  • select ‘Sm’ on the toolbar. You’ll be taken to the ‘Summary Information’ screen
  • select ‘OK’. You’ll be taken back to the ‘Manage Verification Failures’ screen
  • select ‘OK’ You’ll be taken back to the ‘Maintain Worklist’ screen
  • return to the previous guidance at the point you left it.

If you’re amending the details for customer 1 in an incomplete claim

  • select ‘Ap1’ on the toolbar. You’ll be taken to the ‘Applicant 1 Details’ screen
  • amend the details to those shown those shown on ADD or the documents received
  • select ‘Sm’ on the toolbar. You’ll be taken to the ‘Summary Information’ screen
  • select ‘OK’. The ‘Process Application’ box will appear
  • select ‘Store’. You’ll be taken back to the ‘Maintain Worklist’ screen
  • return to the previous guidance at the point you left it.

If you’re amending the details for customer 2

  • select ‘Ap2’ on the toolbar. You’ll be taken to the ‘Applicant 2 Details’ screen
  • amend the details to those shown on ADD or the documents received
  • select ‘Sm’ on the toolbar. You’ll be taken to the ‘Summary Information’ screen
  • select ‘OK’. A ‘Process Application’ box will appear
  • select ‘Store’. You’ll be taken back to the ‘Maintain Worklist’ screen
  • return to the previous guidance at the point you left it.

Step 5

On the ‘Function Menu’

  • select ‘Application’ on the toolbar
  • select ‘Correction’. You’ll be taken to the Key Entry Data - Applicant’ screen
  • enter the customers NINO
  • select ‘All’
  • select ‘OK’

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

  • select the award you need to amend
  • select ‘ OK’. You’ll be taken to the ‘Amend Application’ screen
  • go to

If you’re taken to the ‘Amend Application’ screen,go to  

Step 6

If you’re amending the details for customer 1

  • select ‘Ap1’ on the toolbar. You’ll be taken to the ‘Applicant 1 Details’ screen
  • amend the details to those shown those shown on ADD or the documents received
  • select ‘OK’. You’ll be taken to the ‘Amend Finish’ screen
  • select the source as ‘Paper’
  • select the reason as ‘NTC Error’
  • select ‘OK’
  • return to the previous guidance at the point you left it.

If you’re amending the details for customer 2

  • select ‘Ap2’ on the toolbar. You’ll be taken to the ‘Applicant 2 Details’ screen
  • amend the details to those shown on ADD or the documents received
  • select ‘OK’. You’ll be taken to the ‘Amend Finish’ screen
  • select the source as ‘Paper’
  • select the reason as ‘NTC Error’
  • select ‘OK’
  • return to the previous guidance at the point you left it.

(This content has been withheld because of exemptions in the Freedom of Information Act 2000) (This content has been withheld because of exemptions in the Freedom of Information Act 2000)

If you’re amending the details for a child’s DOB

  • select ‘Ch’ on the toolbar. You’ll be taken to the ‘Child Details’ screen
  • highlight the child you want to change details for
  • select ‘Correction’ . The ‘Correction Child’ box will appear

    • make a note of the child responsibility start date shown
  • amend the details to those shown those shown on ADD or the documents received
  • select ‘Child Responsibility Start Date’. A signal box will display the message ‘3 months restriction applied to Include from date. Check if correct’
  • select ‘OK’. You’ll be taken back to ‘Correction Child’ screen
  • select the ‘History’ check box
  • select ‘History’
  • highlight the entry
  • select ‘Change’. You’ll be taken to the ‘Change’ box
  • go to (This content has been withheld because of exemptions in the Freedom of Information Act 2000)

If you’re amending the details for a child’s name

  • select ‘Ch’ on the toolbar. You’ll be taken to the ‘Child Details’ screen
  • highlight the child you want to change details for
  • select ‘Correction’. The ‘Correction Child’ box will appear
  • amend the details to those shown those shown on ADD or the documents received
  • select ‘OK’. You’ll be taken back to ‘Child details’ screen
  • select ‘OK’. You’ll be taken to the ‘Amend Finish’ screen
  • select the source as ‘Paper’
  • select the reason as ‘NTC Error’
  • select ‘OK’
  • return to the previous guidance at the point you left it.

Step 7

Check the responsibility start date you noted at step 6 and the correct DOB for the child are the same

If they are the same

  • amend the ‘Include From’ date to the correct date of birth for the child
  • select ‘End Date’ This will make the ‘OK’ button live
  • select ‘OK’. You’ll be taken to the ‘History’ screen
  • select ‘OK’. You’ll be taken to the ‘Correction Child’ screen
  • select ‘OK’ You’ll be taken to the ‘Child Details’ screen
  • select ‘OK’. You’ll be taken to the ‘Amend Finish’ screen
  • select the source as ‘Paper’
  • select the reason as ‘NTC Error’
  • select ‘OK’
  • return to the previous guidance at the point you left it.

If they aren’t the same

  • amend the ‘Responsibility Start’ date to the date you noted at step 6
  • select ‘End Date’ This will make the ‘OK’ button live
  • select ‘OK’. You’ll be taken to the ‘History’ screen
  • select ‘OK’. You’ll be taken to the ‘Correction Child’ screen
  • select ‘OK’ You’ll be taken to the ‘Child Details’ screen
  • select ‘OK’. You’ll be taken to the ‘Amend Finish’ screen
  • select the source as ‘Paper’
  • select the reason as ‘NTC Error’
  • select ‘OK’
  • return to the previous guidance at the point you left it.