TCM1000476 - How to trace a child or young persons details on the tax credits computer

Version 1.0

Changes to previous version - new guidance.

Step 1

On the ‘Function Menu�

  • select ‘Worklistâ€� on the toolbar
  • select ‘Maintainâ€� from the options available. You’ll be taken to the ‘Maintain Worklistâ€� screen
  • select the relevant work list from the ‘Worklist Typeâ€� field

Note: Your manager will provide you with the relevant work list details and Management Unit (MU) number.

  • select the relevant MU from the ‘Management Unitâ€� field. All the relevant details for the MU and work list will display
  • select the relevant work list item
  • select ‘Fileâ€� on the toolbar
  • select ‘Next Functionâ€� from the options available
  • select ‘Manage Verification Failuresâ€� from the options available
  • select ‘OKâ€�
  • select ‘Investigateâ€� on the toolbar. You’ll be taken to the ‘Investigate Verification Failuresâ€� screen, which will contain details of the child or young person.

If you don’t need to amend the child or young persons details, return to the guidance you were previously following.

If you need to amend the child or young person’s details, go to Step 2.

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Step 2

On the ‘Investigate Verification Failures� screen

  • select ‘Navigateâ€� on the toolbar
  • select ‘Amend Application Correctionâ€� from the options available. You will be taken to the customers live claim
  • select ‘Châ€�. You will be taken to the ‘Children Detailsâ€� screen.