TCM1000488 - How to check if the customer will qualify for an in-year adjustment
Version 1.0
Changes to previous version - new guidance.
Step 1
On the 鈥楩unction Menu鈥�
- select 鈥楢ward鈥� on the toolbar
- select 鈥榁iew鈥� from the options available. You will be taken to the 鈥楰ey Entry Data鈥� screen
- enter the customer鈥檚 NINO
- select the 鈥楲atest鈥� checkbox
- select 鈥極K鈥�.
If you are taken to the 鈥楽elect Individual鈥� screen
- select the relevant individual
- select 鈥極K鈥�. You will be taken to the 鈥楢ward Summary鈥� screen
- go to Step 2.
If you are taken to the 鈥楽elect Award鈥� screen
- select the latest award
- select 鈥極K鈥�. You will be taken to the 鈥楢ward Summary鈥� screen
- go to Step 2.
If you are taken straight to the 鈥楢ward Summary鈥� screen, go to Step 2.
Step 2
On the 鈥楢ward Summary鈥� screen, for the latest award select 鈥榁iew Calculation鈥�
If you are taken to the 鈥榁iew Calculation鈥� screen, go to Step 3.
If the message 鈥楾here are no awards for this individual鈥� displays
- 100% of the award should be paid
- no adjustment is required.
If a monetary value is shown for the 鈥楩amily鈥� or 鈥楤aby鈥� elements in the 鈥楾apered Ent鈥� column and all other values are 0.00 in the current entitlement period
- make a note of your findings
- 100% of the award should be paid
- no adjustment is required.
If you established that entitlement has been reduced by Compliance
- make a note of your findings
- the claim does not require further adjustment.
Step 3
On the 鈥榁iew Calculation鈥� screen
- select 鈥榁iew Taper Calcs鈥�. You will taken to the 鈥榁iew Taper Calculations鈥� screen
- return to the guidance you were previously following.