Beta This part of GOV.UK is being rebuilt – find out what this means

HMRC internal manual

Tax Credits Manual

From
HM Revenue & Customs
Updated
, see all updates

How to check if the customer will qualify for an in-year adjustment

Version 1.0

Changes to previous version - new guidance.

Step 1

On the ‘Function Menu’

  • select ‘Award’ on the toolbar
  • select ‘View’ from the options available. You will be taken to the ‘Key Entry Data’ screen
  • enter the customer’s NINO
  • select the ‘Latest’ checkbox
  • select ‘OK’.

If you are taken to the ‘Select Individual’ screen

  • select the relevant individual
  • select ‘OK’. You will be taken to the ‘Award Summary’ screen
  • go to .

If you are taken to the ‘Select Award’ screen

  • select the latest award
  • select ‘OK’. You will be taken to the ‘Award Summary’ screen
  • go to .

If you are taken straight to the ‘Award Summary’ screen, go to .

Step 2

On the ‘Award Summary’ screen, for the latest award select ‘View Calculation’

If you are taken to the ‘View Calculation’ screen, go to .

If the message ‘There are no awards for this individual’ displays

  • 100% of the award should be paid
  • no adjustment is required.

If a monetary value is shown for the ‘Family’ or ‘Baby’ elements in the ‘Tapered Ent’ column and all other values are 0.00 in the current entitlement period

  • make a note of your findings
  • 100% of the award should be paid
  • no adjustment is required.

If you established that entitlement has been reduced by Compliance

  • make a note of your findings
  • the claim does not require further adjustment.

Step 3

On the ‘View Calculation’ screen

  • select ‘View Taper Calcs’. You will taken to the ‘View Taper Calculations’ screen
  • return to the guidance you were previously following.