TCM1000342 - How to check income on Validate Large Payments team

Step 1

Check 鈥楶ay As You Earn鈥� (PAYE) and 鈥楽elf Assessment鈥� (SA) to confirm 鈥楶Y鈥� and if applicable 鈥楶Y-1鈥� income for the customer and partner

Note: To check which income years are required, use TCM0132220听

  • compare this figure to the income on the 鈥榯ax credits computer.鈥�

Note: To check the income held on the 鈥榯ax credits computer鈥� use, TCM1000060.

If there is no income shown on 鈥楶AYE鈥� or 鈥楽A鈥�

  • return to the step in the guidance you were following.

If the customer and their partner鈥檚 if applicable, 鈥楶AYE鈥� or 鈥楽A鈥� return is outstanding

  • return to the step in guidance you were following.

If the customer and their partner鈥檚 if applicable, 鈥楶AYE鈥� or 鈥楽A鈥� is not outstanding

go to Step 2.

Top of page

Step 2

If the income on the 鈥榯ax credits computer鈥� is less the the 鈥楶AYE鈥� or 鈥楽A鈥� figures, go to Step 3.

If the income on the 鈥榯ax credit computer鈥� is equal to or greater than the 鈥楶AYE鈥� or 鈥楽A鈥� figures, go to Step 4.

Top of page

Step 3

On the 鈥榯ax credits computer鈥�

  • check Household notes to establish if there is anything to explain why the income figure on the 鈥榯ax credits computer鈥� is less than the figures on 鈥楶AYE鈥� or 鈥楽A鈥�

Note: The income figure may be lower due to a number of reasons, if so use TCM0322175.

Note: If you need to check there has been any adjustment for 鈥楽MP鈥� check 鈥楩BI Filestore鈥� to view the customer鈥檚 鈥楶14鈥�

Top of page

Step 4

On the 鈥榯ax credits computer鈥�

Check if the customer or their partner if applicable, have stated they are on

  • 鈥業ncome Support鈥� (IS)
  • 鈥楯obseekers Allowance Income Based鈥� (JSA)(IB)
  • 鈥業ncome-related Employment and Support Allowance鈥� (ESA)(IR)
  • 鈥楶ension Credit鈥� (PC)

Note: To check 鈥業S鈥�, 鈥楯SA(IB)/ESA(IR)鈥� or 鈥楶C鈥� use TCM1000198.

Note: 鈥楶ension Credit鈥� (PC) was previously know as 鈥楳IG鈥�. The income screen still shows a 鈥楳IG鈥� field. This field should be checked or amended whenever it is appropriate to check or amend the 鈥楶C鈥� marker.

If the customer or their partner if appropriate, have ticked they have received 鈥業S鈥� 鈥楯SA鈥�(IB)/ESA(IR)鈥� or 鈥楶C鈥� go to Step 5.

If the customer or their partner if appropriate have not ticked they are in receipt of 鈥業S鈥� 鈥楯SA(IB)/ESA(IR)鈥� or 鈥楶C鈥�

  • return to the guidance you were following.

Top of page

Step 5

Check 鈥楢ccess to DWP Data鈥� (ADD) to establish the period that the customer or their partner if appropriate, are claiming any of the following

Note: To check how to access DWP Data use, TCM1000014听

  • 鈥業ncome Support鈥� (IS)
  • 鈥楯obseekers Allowance Income Based鈥� (JSA)(IB)
  • 鈥業ncome-related Employment and Support Allowance鈥� (ESA)(IR)
  • 鈥楶ension Credit鈥� (PC)
  • return to the guidance you were following.