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HMRC internal manual

Tax Credits Manual

How to check the overpayment amount and record the date the TC610 was issued

Version 1.0

Changes to previous version - new guidance

Step 1

Check which years have an outstanding overpayment

On the ‘Function Menu’

  • select ‘Household’ on the toolbar
  • select ‘View Account’ from the options available. You will be taken to the ‘Key Entry Data - Applicant’ screen
  • enter the customers NINO
  • select the ‘All’ checkbox
  • select ‘OK’

If you are taken to the ‘Select Award’ screen

  • make a note of all years with an ‘Account Status’ of ‘Open’
  • for all years with an ‘Account Status’ of ‘Open’, make a note of the corresponding ‘Award End Date’
  • you have now identified the years which have an outstanding overpayment
  • select ‘Cancel’. You will be taken to the ‘Key Entry Data - Applicant’ screen
  • select ‘Cancel’. You will be taken to the ‘Function Menu’
  • go to .

If you are taken straight to the ‘View Award Period Summary’ screen

  • check the ‘Account Status’ to see if the status is ‘Open’
  • go to .

Step 2

If the ‘Account Status’ is ‘Open’

  • make a note of the ‘Award End Date’
  • select ‘Menu’. You will be taken to the ‘Function Menu’
  • go to .

If the ‘Account Status is ‘Balanced’

  • there is no overpayment on file for this customer
  • take no further action

Step 3

Check the outstanding overpayment amount

On the ‘Function Menu’

  • select ‘Household’ on the toolbar
  • select ‘View Overpayment’ from the options available. You will be taken to the ‘Key Entry Data - Applicant’ screen
  • enter the customers NINO
  • select the ‘All’ checkbox
  • select ‘OK’

If you are taken to the ‘Select Award’ screen

  • highlight the award for each year you have identified as ‘Open’
  • select ‘OK’. You will be taken to the ‘View Overpayment’ screen
  • make a note of the ‘Latest Amount’ shown in the ‘Overpayment Summary’ field
  • go to .

If you are taken straight to the ‘View Overpayment’ screen

  • make a note of the ‘Latest Amount’ displayed in the ‘Overpayment Summary’ field
  • go to .

Step 4

Check the date the TC610 ‘Notice to Pay’ was issued

  • select ‘Details’. You will be taken to the ‘View Overpayment - Direct’ screen
  • make a note of the date the TC610 was issued displayed in the ‘Notice To Pay’ field

Note: If a date is not displayed in the ‘Notice To Pay’ field, this means that a TC610 has not been issued