TCM1000076 - How to check if there is already a tax credits claim for either or both customers
Step 1
If you have a NINO, go to Step 2.
If you do not have a NINO, go to Step 3.
Step 2
On the 鈥楩unction Menu鈥�
- select 鈥楢pplication鈥� on the toolbar
- select 鈥榁iew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 the 鈥楢ll鈥� checkbox
- select 鈥極K鈥�
If a signal box displays the message 鈥楴o Match Found鈥�
- there is not already a tax credits claim for the customer
If you are taken to another screen聽
- there is already a tax credits claim for the customer
Note: On a two-person claim, you will need to repeat this action for the second customer.
Step 3
On the 鈥楩unction Menu鈥�
- select 鈥楢pplication鈥� on the toolbar
- select 鈥榁iew鈥� from the options available. You will be taken to the 鈥楰ey Entry Data - Applicant鈥� screen
-
enter the customers
- surname
- first name
- DOB
- select 鈥楢ll鈥�
- select 鈥極K鈥�
If a signal box displays the message 鈥楴o Match Found鈥�
- there is not already a tax credits claim for the customer
If you are taken to another screen聽
- there is already a tax credits claim for the customer
Note: On a two-person claim, you will need to repeat this action for the second customer.