TCM1000357 - How to find the date of the latest award version for a mismatch claim

Step 1

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 鈥榩eriod鈥� checkbox and enter the appropriate tax year in the period box (06-04-ccyy)
  • select 鈥極K鈥�.

If you are taken to the 鈥楽elect Application鈥� screen

  • select the relevant claim
  • select 鈥極K鈥�. You will be taken to the 鈥楢pplication Summary鈥� screen
  • go to Step 2.

If you are taken to the 鈥楽elect Application Version鈥� screen

  • select the relevant version
  • select 鈥極K鈥�. You will be taken to the 鈥楢pplication Summary鈥� screen
  • go to Step 2.

If you are taken straight to the 鈥楢pplication Summary鈥� screen, go to Step 2.

Step 2

If you are dealing with a mismatch bad claim

  • determine the bad and clean cases by comparing the details shown on the Application Summary screen against the Mismatch proforma sheet within the casepapers.

If you are dealing with a mismatch clean claim

  • find the date of the latest award version for the tax year specified.

Note: This date should be the same as the amended date on form TC603R.