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HMRC internal manual

Tax Credits Manual

From
HM Revenue & Customs
Updated
, see all updates

How to check if customer’s postcode is in a closed postcode area

Step 1

On the ‘Function Menu’

  • select ‘Application’ on the tool bar
  • select ‘UC Postcode Checker’ from the options available
  • go to Step 2.

Step 2

In the ‘UC Postcode Checker’ screen

  • enter the postcode provided for Applicant 1 in the ‘Postcode 1’ field.
  • select ‘OK’
  • go to Step 3.

Note: Where you are considering a joint claim, and where the addresses are different, you will also have to enter the postcode provided for applicant 2 in the ‘Postcode 2’ field.  Again, select ‘OK’

Note: Where the postcode entered cannot be located it will be regarded as ‘Open’

Step 3

Note: The ‘Reference Date’ field will always pre-populate with the current date

Note: The ‘Reference Date’, if entered, must be today or earlier. Where a future date is entered this will be classed as invalid and the warning message ‘Date must not be in the future’ will be displayed

If you are checking tax credit eligibility for the current date or the claim received date is the same as the current date

If you are checking tax credit eligibility for an earlier date or the claim received date is earlier than the current date

  • enter a date in the ‘Reference Date’ field
  • select ‘OK’
  • go to Step 4.

Step 4

If the ‘Closure Date’ is populated and there is a tick in the ‘Closed’ box

If the ‘Closure Date’ does not populate and the ‘Open’ signal appears

  • the customer(s) is/are entitled to claim tax credit
  • go to Step 6.

If the ‘Closure Date’ is populated and there is a tick in the ‘Due to close in 21 days’ box

  • the customer(s) is/are entitled to claim tax credit
  • go to Step 8.

Note: Where you are considering a joint claim, and where the addresses are different, if one postcode is ‘Closed’ and one is ‘Open’ then tax credit will be considered closed unless one of the applicants is of Pension Credit Qualifying Age (PCQA)

Step 5

You will need to check if the customer(s) is/are of PCQA. You can do this via the gov.uk calculator. This can be found at 

If the customer(s) is/are of PCQA

  • the customer(s) is/are entitled to claim tax credit
  • go to Step 6.

If the customer(s) is not/are not of PCQA

  • the customer(s) is not/are not entitled to claim tax credit
  • go to Step 7.

Step 6

If you are using this ‘How to’ in conjunction with guidance

  • you will need to return to that guidance to complete your action

If you are not using this ‘How to’ in conjunction with guidance

  • take the relevant action

Step 7

If you are using this ‘How to’ in conjunction with guidance

  • you will need to return to that guidance to complete your action

If you are not using this ‘How to’ in conjunction with guidance

  • advise the customer(s) that Universal Credit is a new benefit that is replacing a range of existing benefits including tax credit
  • advise the customer that Universal Credit has replaced Tax Credit in their postcode area
  • direct the customer to gov.uk to claim Universal Credit
  • take no further action.

Step 8

If you are using this ‘How to’ in conjunction with guidance

  • you will need to return to that guidance to complete your action

If you are not using this ‘How to’ in conjunction with guidance

  • direct the customer(s) to contact the tax credit helpline to have a new claim captured or claim pack issued
  • take no further action