TCM1000012 - How to access details held on the tax credits computer - HMRC internal manual

TCM1000012 - How to access details held on the tax credits computer

Version 2.0

Changes to previous version - amended guidance. Amended to incorporate the pre-award process.

If you are working a pre-award case, go to Step 2.

If you are working a post award case, go to Step 3.

On the 鈥楩unction Menu鈥�

select 鈥楢pplication鈥� on the toolbar
select 鈥楥apture Current鈥� from the options available. You will be taken to the 鈥楰ey Entry Data - Applicant鈥� screen
enter the customer鈥檚 NINO
select 鈥楴avigation鈥� on the toolbar
select the relevant option to view the required screen
select 鈥榃ork鈥� to view the work details for each customer and make a note of any details held.

Note: If there is more than one household listed you must access the household applicable to the work item you need to access.

On the 鈥楩unction Menu鈥�

select 鈥楢pplication鈥� on the toolbar
select 鈥楥orrection鈥� from the options available
enter the customer鈥檚 NINO
the 鈥榓ll鈥� box will be checked, so select 鈥極K鈥�
select the relevant award, for example, PY or CY
select 鈥楴avigation鈥� on the toolbar
select 鈥榃ork鈥�
check the 鈥榃ork鈥� screen for each customer and make a note of
- number of jobs
Note: If 鈥�1鈥� is shown in number of paid jobs and the job is not relevant to PY because it finished in PY-1 or earlier, this could be the reason for the incompatibility.
- start date of current employment (or start date of current self employment)
select 鈥楬istory鈥� from the toolbar
select 鈥楾otal Hours Worked鈥� if this is available from the options. You will be taken to the 鈥楬istory鈥� screen
make a note of the dates of all the periods for total hours worked for both customers, if applicable
select 鈥楥ancel鈥�. You will be taken back to the 鈥榃ork Details鈥� screen
select 鈥楴avigation鈥� on the toolbar
select 鈥業ncome鈥�
select 鈥楬istory鈥� from the toolbar
select 鈥業S鈥� / 鈥楯SA鈥� / 鈥楨SA鈥� / 鈥楳IG鈥�, if available, from the options. You will be taken to the 鈥楬istory鈥� screen
make a note of the dates of all the periods for PY-1 on the 鈥楬istory鈥� screen for IS / JSA / ESA / MIG (PC), if applicable, for both customers.