TCM1000278 - How to check the status of a claim and what is preventing a decision on the newly-captured claim - HMRC internal manual

TCM1000278 - How to check the status of a claim and what is preventing a decision on the newly-captured claim

Version 1.0

Changes to previous version - new guidance

On the 鈥楩unction Menu鈥�

select 鈥楢pplication 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 you are taken to the 鈥楽elect Application Version鈥� screen, go to Step 2.

If you are taken straight to the 鈥楢pplication Summary鈥� screen, go to Step 3.

On the 鈥楽elect Application Version鈥� screen

On the 鈥楢pplication Summary鈥� screen

On the 鈥楢pplication Summary鈥� screen

If the status shown is 鈥楢ward issued鈥� or 鈥楻ejected鈥�, a decision has been made on the claim.

If the status shown is 鈥楶artially Captured鈥�, a decision has not been made on the claim. To find out what is preventing a decision being made

select 鈥楩ile鈥� on the toolbar
select 鈥楴ext鈥� from the options available. You will be taken to 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 鈥楥apture Current鈥� screen
select 鈥楥ontinue鈥� until you get to the 鈥楽ummary Information鈥� screen
- where a 鈥楤locking Message鈥� is shown, it will prevent a decision being made
- any other action preventing a decision being made will be shown in the 鈥楢pplication Notes鈥� field.

If the status shown is 鈥楢waiting Award鈥�, a decision has not been made on the claim. To find out what is preventing a decision being made

select 鈥楩ile鈥� on the toolbar
select 鈥楴ext鈥� from the options available. You will be taken to the 鈥楩unction Menu鈥�
select 鈥楢pplication鈥� on the toolbar
select 鈥榁erification Failures鈥� from the options available. You will be taken to the 鈥楳anage Verification Failures鈥� screen
- any verification failures preventing a decision being made will be shown in the 鈥楻ules Description鈥� column
- where the 鈥楶otential Selection For Enquiry鈥� field is populated, there is a Compliance check that is preventing a decision being made
select 鈥楴avigate鈥� on the toolbar
select 鈥楢mend Application Corrections鈥� from the options available. You will be taken to the 鈥楢pplicant Details鈥� screen
select 鈥楥ontinue鈥� until you get to the 鈥楽ummary Information鈥� screen
- where a 鈥楤locking Message鈥� is shown, it will prevent a decision being made
- any other action preventing a decision being made will be shown in the 鈥楢pplication Notes鈥� field.