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HMRC internal manual

Tax Credits Manual

From
HM Revenue & Customs
Updated
, see all updates

How to identify if there is a held change of circs on a claim selected for IYF

Note: A held change of circumstances is a change that has been notified to us during In Year Finalisation (IYF) that affects the UY award period.

Step 1

On the ‘Function Menu’

  • select ‘Application’ on the toolbar
  • select ‘View’ 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 Application’ screen

  • select the relevant claim
  • select ‘OK’. You will be taken to the ‘Select Application Version’ screen
  • go to .

If you are taken straight to the ‘Select Application Version’ screen, go to .

Step 2

In the ‘Select Application Version’ screen

  • identify which application version was created due to the capture of the UC stop notice
  • go to .

Step 3

If there are any application versions after this date, there is a held change of circumstances on the claim.

If there are no application versions after this date, there are no held change of circumstances on the claim.

Note: The reason for the held change of circumstances will be displayed against the application version. By selecting the relevant version, you can identify what the change is.