TCM1000287 - How to manually calculate a WTC only complex case where there hasn鈥檛 been a change of circumstances

Version 1.0

Changes to previous version - new guidance.

Step 1

Note: You must only follow this guidance if you are dealing with a WTC upfront complex case and calculating an award for WTC only whilst waiting for verification of the children from the European Member State.

To calculate the amount of upfront WTC

  • access the SEES 鈥楾ax Credits Entitlement Calculator鈥�
  • select the relevant year from the options available in the 鈥榊ear鈥� field
  • enter the customer鈥檚 name in the 鈥楥laimant(s) Name(s)鈥� field
  • select 鈥楨nter Details of Elements Awarded鈥�
  • when the message 鈥業s this calculator being used to provide an estimate of entitlement to a customer?鈥� displays, select 鈥楴o鈥�. You will be taken to the 鈥楨nter details of elements awarded below鈥� screen
  • enter the effective date of the claim in the 鈥楨ffective Date of Claim/CoCs鈥� field
  • enter the previous year (PY) income for the person living in the UK only in the 鈥楲atest Total PY Income鈥� field
  • select 鈥榊es鈥� in the 鈥楤asic鈥� field
  • select 鈥榊es鈥� in the 鈥�30 hour鈥� field
    Note: Don鈥檛 enter any other elements even if they鈥檙e shown on the claim.
  • select 鈥楥alc鈥� on the 鈥楾ax Credits Entitlement Calculator鈥� toolbar. You have manually calculated a WTC only complex case where there has been no change of circumstances.