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Step 1

If you do not have SEES on your Excel toolbar, go to Step 2.

If you do have SEES on your Excel toolbar, go to Step 3.

Step 2

On the ‘HM Revenue & Customs� home page

• select ‘How do Iâ€� on the toolbar. You will be taken to the ‘How do Iâ€� page
• select ‘Get help with IT basicsâ€� from the ‘Get IT and telephone helpâ€� list
• select ‘Goâ€�. You will be taken to the ‘Basicsâ€� page
• select ‘SEES missing from Excelâ€� from the ‘General PC helpâ€� list
• select ‘Goâ€�. You will be taken to the ‘Top 10 issuesâ€� page
• select the ‘SEES homepageâ€� link. You will be taken to the ‘SEES Management and Support Teamâ€� page
• select ‘INSTALL SEESâ€�. The following message ‘Do you want to open or save this file?â€� will display
• select ‘Openâ€�. A ‘SEES Installerâ€� message will display
• select ‘Tax Creditsâ€�
• select ‘OKâ€�. SEES should now be available on your Excel toolbar
• go to Step 3.

Step 3

In Excel

• select ‘SEESâ€� on the toolbar
• select ‘Tax Creditsâ€� from the options available
  Note: ‘Tax Credits� may not appear and instead you may have the option to select ‘Tax Credits Entitlement Calculator�
• select ‘Tax Credits Entitlement Calculatorâ€� from the options available
• select the ‘Yearâ€� field
• select the tax year to be calculated from the options available
• enter the customer’s name in the ‘Claimant(s) Name(s)â€� field
• tab out of the ‘Claimant(s) Name(s)â€� field
• select ‘Enter Details of Elements Awardedâ€�
• when the message ‘Is this calculator being used to provide an estimate of entitlement to a customer?â€� displays
  • select ‘Yesâ€� if you are using the Tax Credits Entitlement Calculator to calculate a new award whilst speaking to the customer
    otherwise
  • select ‘Noâ€�.

Note: From 6 April 2017, customers will only get the Family Element of Child Tax Credit where they are responsible for a child or children born before that date. A logical decision needs to be made as to whether the Family Element is payable. The default is ‘No�, if there is entitlement ‘Yes� needs to be selected here. This needs to be repeated for any additional CoCs which are added to the calculation.

Note: The individual child element of Child Tax Credit will no longer be awarded for third and subsequent children or qualifying young persons in a household, born on or after 6 April 2017, unless they meet the exception criteria. You will need to make a logical decision on how many eligible children (including exceptions) need to be included, you will enter this number here as before. This needs to be repeated for any additional CoCs which are added to the calculation. Excluded/Non-exception children are not noted anywhere in the calculator.

If you are completing a notional entitlement calculation, go to Step 5.

If you are completing a four-week run-on exceptions calculation, go to Step 6.

If you are completing an In Year Finalisation calculation, go to Step 7.

If you are completing any other calculation, go to Step 4.

Step 4

In the SEES ‘Tax Credits Entitlement Calculator�

• enter the customer’s details from the start of the relevant award period in the ‘Initial Appâ€� column
  Note: Boxes with red triangles contain ‘Help� information.

If the customer has had a change of circumstances

• select ‘Add CoCsâ€�. This will open the ‘CoC 1â€� column
• enter all the customer’s details - both existing and new â€� that have happened from the change of circumstances date in the ‘CoC 1â€� column
  Note: Select ‘CoC Dates� to view information regarding the relevant dates to enter.
  Note: Repeat this action for each change of circumstance.
• select ‘Calcâ€�. The system will calculate the customer’s entitlement.

If the customer has not had a change of circumstances, select ‘Calc�. The system will calculate the customer’s entitlement.

Step 5

In the SEES ‘Tax Credits Entitlement Calculator�

• enter the date as the day after the household breakdown in both the ‘Date Claim Submittedâ€� and ‘Effective Date Of Claim/COCSâ€� parts of the ‘Initial Appâ€� column
• complete the remainder of the ‘Initial Appsâ€� column with the customer’s details
• select ‘Add CoCsâ€�. This will open the ‘CoC 1â€� column
• in the ‘CoC 1â€� column
  • where the effective date of the new claim is within the maximum notional entitlement period enter the date of the new effective date of claim
    Note: This date will include backdating.
  • where the effective date of the new claim is outside of the maximum notional entitlement period enter the date as the day after the household breakdown was notified
• remove all the other information from this column
• select ‘Calcâ€�. The system will calculate the customer’s notional entitlement
  then, where the customer has had a change of circumstances within the notional entitlement period
• select ‘Add CoCsâ€�. This will open the ‘CoC 1â€� column
• enter all the customer’s details - both existing and new â€� that have happened from the change of circumstances date in the ‘CoC 1â€� column
  Note: Select ‘CoC Dates� to view information regarding the relevant dates to enter.
  Note: Repeat this action for each change of circumstance within the notional entitlement period to calculate the correct amount of notional entitlement.
• select ‘Calcâ€�. The system will calculate the customer’s entitlement.
  Note: Where there has been more than one change of circumstances within the notional entitlement period you will need to add together the amounts for each change of circumstance to calculate the full amount of notional entitlement.

Step 6

In the SEES ‘Tax Credits Entitlement Calculator�

• enter the day after the effective date the claim ceased or terminated in the ‘Date Claim Submittedâ€� and ‘Effective Date Of Claim/ parts of the ‘Initial Appâ€� column
• complete the remainder of the ‘Initial Appsâ€� column with the customer’s details without the elements that have ended
• select ‘Add CoCsâ€�. This will open the ‘CoC 1â€� column
• in the ‘CoC 1â€� column
  • enter the day after the four-week run-on period ended in the Effective Date Of Claim field
  • remove any elements of entitlement from ‘CoC 1â€�
• select ‘Calcâ€�. The system will calculate the customer’s entitlement
• make a note of the figure in the end column of the ‘Payable as (within Entitlement Period) field. This is the amount you will need to pay by User Requested Payment.

Step 7

In the SEES ‘Tax Credits Entitlement Calculator�

• enter the customer’s details from the start of the relevant award period in the ‘Initial Appâ€� column
  Note: Boxes with red triangles contain ‘Help� information

If the customer has had a change of circumstances

• select ‘Add CoCsâ€�. This will open ‘CoC 1â€� column
• enter all the customer’s details â€� both existing and new â€� that have happened from the change of circumstances date in the ‘CoC 1â€� column
  Note: Select ‘CoC dates� to view information regarding the relevant dates to enter.
  Note: Repeat this action for each change of circumstance.
• go to Step 8.

Step 8

In the SEES ‘Tax Credit Entitlement Calculator�

• select ‘Add CoC’sâ€� and enter the Universal Credit start date and remove all entitlement for Child Tax Credit and Working Tax Credit
• select ‘Calcâ€�. The system will calculate the customer’s entitlement.
  Note: This will calculate the customer’s entitlement for their tax credit award period.