TCM0204080 - Passported benefits - Healthy Start vouchers: Healthy Start vouchers - exemption certificate not automatically issued (AG)

To deal with a referral where Healthy Start vouchers or a Prescription Pricing Authority (PPA) exemption certificate haven바카라 사이트檛 been automatically issued, consider steps 1 to 10.

Step 1

Check for Compliance activity. Follow the guidance in TCM0134420.

If there isn바카라 사이트檛 any Compliance activity, or Compliance don바카라 사이트檛 require the claim, use Function VIEW APPLICATION to check the status of the award. To do this

enter the customer바카라 사이트檚 NINO in the Key Entry Data screen

select the All checkbox

select [OK]. You바카라 사이트檒l be taken to the Select Application screen

select the application the originator is enquiring about

select [OK]. You바카라 사이트檒l be taken to the Application Summary screen

If the status is 바카라 사이트楢waiting Award바카라 사이트�, go to Step 2.

If the status is 바카라 사이트楢ward Issued바카라 사이트�, 바카라 사이트楩inalised Award바카라 사이트�, 바카라 사이트楥eased바카라 사이트� or 바카라 사이트楾erminated바카라 사이트�, go to Step 3.

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Step 2

Use Function VIEW LINKED WORK ITEMS to check if there are any outstanding work items for the claim. To do this

enter the customer바카라 사이트檚 NINO in the Key Entry Data screen
select [OK]. You바카라 사이트檒l be taken to the View Linked Work Items screen

If there are any outstanding work items, return the referral to the originator. Explain that the work items will have to be cleared before an award version can be created in order for Healthy Start vouchers to be issued.

If there aren바카라 사이트檛 any outstanding work items, go to Step 3.

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Step 3

Use Function VIEW APPLICATION

enter the customer바카라 사이트檚 NINO in the Key Data Entry screen
select the All checkbox
select [OK]. You바카라 사이트檒l be taken to the Select Application screen
select the latest version of the claim
select [OK]. You바카라 사이트檒l be taken to the Application Summary screen
select 바카라 사이트楩ile바카라 사이트� from the toolbar menu
select 바카라 사이트楴ext바카라 사이트� from the options available. You바카라 사이트檒l be taken to the Function Menu
select 바카라 사이트楢ward바카라 사이트� from the toolbar menu
select 바카라 사이트榁iew바카라 사이트� from the options available. You바카라 사이트檒l be taken to the Award Summary screen in Function VIEW AWARD DETAILS

If the message 바카라 사이트楴o matching record for award version table바카라 사이트� appears, go to Step 4.

Note: This message appears when the application version hasn바카라 사이트檛 produced an award notice.

If the message 바카라 사이트楽tatement of Account has been issued for this award version바카라 사이트� appears, go to Step 8.

Note: A Statement of Account is issued when a customer바카라 사이트檚 entitlement is terminated for the whole of the current year.

If neither message appears, check the Tax Credit Type list box to check if the CTC award is Nil. If the CTC award is Nil, go to Step 7.

If any other circumstances apply, contact the originator to confirm what the problem is.

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Step 4

Go back to Function VIEW APPLICATION to check if the customer is in receipt of Income Support (IS), Jobseeker바카라 사이트檚 Allowance (JSA) or Employment and Support Allowance (ESA). To do this

select 바카라 사이트楴avigation바카라 사이트� from the toolbar menu
select 바카라 사이트榁iew Application바카라 사이트� from the options available. You바카라 사이트檒l be taken back to the Application Summary screen
select 바카라 사이트榁H바카라 사이트� from the toolbar menu. You바카라 사이트檒l be taken to the View Application History screen
select 바카라 사이트楬istory바카라 사이트� from the toolbar menu. If 바카라 사이트業S바카라 사이트�, 바카라 사이트楯SA바카라 사이트� or 바카라 사이트楨SA바카라 사이트� are available as options in the list that appears, the customer is in receipt of IS, JSA or ESA.

If the customer is in receipt of IS, JSA or ESA, go to Step 5.

If the customer isn바카라 사이트檛 in receipt of IS, JSA or ESA, go to Step 9.

Note: You may have to check earlier versions of the claim as it may not be the latest one that hasn바카라 사이트檛 produced an award notice.

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Step 5

Note: Check if you can make the change by following the guidance in TCM0042260.

Use Function AMEND APPLICATION choosing the 바카라 사이트楥orrection바카라 사이트� option

enter the customer바카라 사이트檚 NINO in the Key Entry Data screen
select the All checkbox
select [OK]. You바카라 사이트檒l be taken to the Select Application screen
select the latest application version
select [OK]. You바카라 사이트檒l be taken to the Applicant Details screen
go to the Income screen and input zero income as follows

0.00A in the Earnings field for 2006-2007

0.00E in the Earnings field for 2007-2008

select [OK]. You바카라 사이트檒l be taken to the Amend Finish screen
enter today바카라 사이트檚 date in the Received Date field
select 바카라 사이트楶aper바카라 사이트� from the Source drop down menu
select 바카라 사이트楴TC Error바카라 사이트� from the Reason drop down menu
select [OK]

If the message 바카라 사이트楽18 Refinalisation Rules - Potential inappropriate refinalisation for CCYY-CCYY. If you have the authority to re-finalise under S19, S20 or S21 of the Tax Credit Act 2002 or due to an appeal decision. Press OK to process the change or Cancel바카라 사이트� displays

the changes you바카라 사이트檙e making will re-finalise the claim, follow the guidance in TCM0042260 before making any changes

then, if you can make the change

select [OK] on the message

use Function MAINTAIN HOUSEHOLD NOTES to record the following

바카라 사이트楾CMZ Income of 拢xxx for tax year xx/xx deleted to enable Healthy Start vouchers to be issued바카라 사이트�

Note: You must follow the guidance in TCM0152060 when you record the note and also follow the guidance in TCM0152160.

BF the case for 48 hours

then

go to Step 6.

If the message 바카라 사이트楽18 Refinalisation Rules - Actual Income for CCYY-CCYY is required. This change will not be accepted바카라 사이트� displays

you won바카라 사이트檛 be able to make the change because the PY actual income is required, follow the guidance in TCM0042260 before making any changes

then, if you can make the change

select [OK] on the message

use Function MAINTAIN HOUSEHOLD NOTES to record the following

바카라 사이트楾CMZ Income of 拢xxx for tax year xx/xx deleted to enable Healthy Start vouchers to be issued바카라 사이트�

Note: You must follow the guidance in TCM0152060 when you record the note and also follow the guidance in TCM0152160.

BF the case for 48 hours

then

go to Step 6.

If the message 바카라 사이트楽18 Refinalisation Rules - You do not have the authority to re-finalise CCYY-CCYY. This change will not be accepted. Please refer to the appropriate team바카라 사이트� displays

the changes you바카라 사이트檙e making will re-finalise the claim

select [Cancel]. You바카라 사이트檒l be taken to the Amend Application Details screen

select [Cancel]

when the message 바카라 사이트楢ll changes to the application will be lost for this session, do you wish to proceed?바카라 사이트� displays, select [Yes]

pass the case to a Level 2 User or your manager. For more information, use 바카라 사이트楲evel 1 and Level 2 users바카라 사이트� on TCM0320260

take no further action.

If none of the messages display

use Function MAINTAIN HOUSEHOLD NOTES to record the following

바카라 사이트楾CMZ Income of 拢xxx for tax year xx/xx deleted to enable Healthy Start vouchers to be issued바카라 사이트�

Note: You must follow the guidance in TCM0152060 when you record the note and also follow the guidance in TCM0152160.

BF the case for 48 hours

then

go to Step 6.

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Step 6

After 48 hours, check if an award notice has been created. To do this

use Function VIEW APPLICATION
enter the customer바카라 사이트檚 NINO in the Key Entry Data screen
select the All checkbox. You바카라 사이트檒l be taken to the Select Application screen
select the latest application version
select [OK]. You바카라 사이트檒l be taken to the Application Summary screen
select 바카라 사이트楩ile바카라 사이트� from the toolbar menu
select 바카라 사이트楴ext바카라 사이트� from the options available. You바카라 사이트檒l be taken to the Function Menu
select 바카라 사이트楢ward바카라 사이트� from the toolbar menu
select 바카라 사이트榁iew바카라 사이트� from the options available. You바카라 사이트檒l be taken to the Award Summary screen in Function VIEW AWARD DETAILS

Note: The Award version relevant to the most recent Application version will be displayed.

then

If an award notice has been created, return the referral to the originator as resolved

Note: The message 바카라 사이트楴o matching record for award version table바카라 사이트� will appear if an award notice hasn바카라 사이트檛 been created for this application version.

If the query is regarding Healthy Start vouchers

send an email to the Healthy Start Issuing Unit (This content has been withheld because of exemptions in the Freedom of Information Act 2000) stating

바카라 사이트楾his claim has just been awarded. Their details will be selected on the next extract. Customer may be eligible for Healthy Start vouchers from [insert date the customer became eligible for Healthy Start vouchers]. Please arrange to issue a backdated payment when application received. Customer바카라 사이트檚 details are as follows

[customer바카라 사이트檚 full name] (this should be the name of the customer who바카라 사이트檚 in receipt of the CTC element)

[customer바카라 사이트檚 full postal address]

[qualifying children바카라 사이트檚 full names and dates of birth]바카라 사이트�.

If the query is regarding an exemption certificate

send an email to the originator stating

바카라 사이트楾his claim has just been awarded. Their details will be selected on the next extract. Customer is entitled to an exemption certificate from [insert date]. Please arrange to issue a backdated certificate. Customer바카라 사이트檚 details are as follows

[customer바카라 사이트檚 full name]

[customer바카라 사이트檚 full postal address]

[qualifying children바카라 사이트檚 full names and dates of birth]바카라 사이트�.

If an award notice hasn바카라 사이트檛 been created, go to Step 9.

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Step 7

Note: You바카라 사이트檒l need to identify which claim version the error may have occurred in and what amendment caused the problem - for example, a gap in work history or children that haven바카라 사이트檛 been included in the award.

Use Function VIEW APPLICATION

enter the customer바카라 사이트檚 NINO in the Key Entry Data screen
select the All checkbox
select [OK]. You바카라 사이트檒l be taken to the Select Application Version screen

Note: If you바카라 사이트檙e taken to the Select Application screen, there바카라 사이트檚 more than one claim for this customer - for example, cases where a household breakdown has occurred and the customer has re-applied. If you바카라 사이트檙e taken to the Select Application screen, select the claims affected by this correction to highlight them and then select [OK]. You바카라 사이트檒l then be taken to the Select Application Version screen.

select the latest version
select [OK]. You바카라 사이트檒l be taken to the Application Summary screen

Note: If a message displays, select [OK] to clear.

check the signals history to compare each version of the application. Record any information that differs between versions. To do this

Note: You must ensure that all signals are checked as there may be more than one error.

select [VH] on the toolbar menu. You바카라 사이트檒l be taken to the View Application History screen
select [Versions]. You바카라 사이트檒l be taken to the Select Application Version screen
select the earliest version
select [OK]. You바카라 사이트檒l be taken to the View Application History screen
after checking the application history for 바카라 사이트楢p1바카라 사이트�, select 바카라 사이트楢p2바카라 사이트� and 바카라 사이트楥h바카라 사이트� from the toolbar menu. You바카라 사이트檒l be taken to the appropriate View Application History screen
select 바카라 사이트楬istory바카라 사이트� from the toolbar menu
select the available history records you want to view from the options available. The History screen for that signal will display

Note: You must check the history record for every option that is available in the list.

check the history records and make a note of the dates that are displayed
select [Cancel]. You바카라 사이트檒l be taken back to the View Application History screen
check all of the signals history and note all the details for customer 1 and customer 2 and any children, if appropriate for that version
repeat these actions until you identify an errors or until you reach the latest version

If the version history is correct, go to Step 9.

If the error

relates to the customer, use guidance in TCM0044260

relates to a child, use guidance in TCM0034320

then

BF the case for 48 hours

then, after 48 hours

If an award notice has been created return the referral to the originator as resolved.

If an award notice hasn바카라 사이트檛 been created, go to Step 9.

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Step 8

Note: A Statement of Account is issued when a customer바카라 사이트檚 entitlement is terminated for the whole of the current year. This will usually happens after a change has been made to the case.

You바카라 사이트檒l need to check the version history. To do this

use Function VIEW APPLICATION
enter the customer바카라 사이트檚 NINO in the Key Entry Data screen
select the All checkbox
select [OK]. You바카라 사이트檒l be taken to the Select Application Version screen

Note: If you바카라 사이트檙e taken to the Select Application screen, there바카라 사이트檚 more than one claim for this customer - for example, cases where a household breakdown has occurred and the customer has re-applied. If you바카라 사이트檙e taken to the Select Application screen, select the claims affected by this correction and then select [OK]. You바카라 사이트檒l then be taken to the Select Application Version screen.

select the latest version
select [OK]. You바카라 사이트檒l be taken to the Application Summary screen

Note: If a message displays, select [OK] to clear.

check the signals history to compare each version of the application. Record any information that differs between versions. To do this

Note: You must ensure that all signals are checked as there may be more than one error.

select [VH] on the toolbar menu. You바카라 사이트檒l be taken to the View Application History screen
select [Versions]. You바카라 사이트檒l be taken to the Select Application Version screen
select the earliest version, select [OK]. You바카라 사이트檒l be taken to the View Application History screen
after checking the application history for 바카라 사이트楢p1바카라 사이트�, select 바카라 사이트楢p2바카라 사이트� and 바카라 사이트楥h바카라 사이트�, from the toolbar menu. You바카라 사이트檒l be taken to the appropriate View Application History screen
select 바카라 사이트楬istory바카라 사이트� from the toolbar menu
select the available history records you want to view from the options available. The History screen for that signal will display

Note: You must check the history record for every option that is available in the list.

check the history records and make a note of the dates that are displayed
select [Cancel]. You바카라 사이트檒l be taken back to the View Application History screen
proceed to check all of the signals history and note all the details for customer 1 and customer 2 and any children, if appropriate for that version
repeat the above actions until you identify an errors or until you reach the latest version

If the version history is correct, go to Step 9.

If the error

relates to the customer, use guidance in TCM0044260

relates to a child, use guidance in TCM0034320

then

BF the case for 48 hours

then, after 48 hours

If an award notice has been created return the referral to the originator as resolved.

If an award notice hasn바카라 사이트檛 been created, go to Step 9.

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Step 9

If the history is correct or correcting the claim has not produced a new award notice

refer the case to Technical Advice Line (TAL) (This content has been withheld because of exemptions in the Freedom of Information Act 2000)
use Function MAINTAIN HOUSEHOLD NOTES to enter a note explaining that the computer is preventing the issue of Healthy Start vouchers or an Exemption Certificate

Note: You must follow the guidance in TCM0152060 when you record the note and also follow the guidance in TCM0152160.

then
go to Step 10.

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Step 10

TAL will return the case to you once it바카라 사이트檚 resolved. When you receive this notification

return the referral to the originator as resolved

If the query is regarding Healthy Start vouchers, send an email to the Healthy Start Issuing Unit (This content has been withheld because of exemptions in the Freedom of Information Act 2000) stating

바카라 사이트楾his claim has just been awarded. Their details will be selected on the next extract. Customer may be eligible for Healthy Start vouchers from [insert date the customer became eligible for Healthy Start vouchers]. Please arrange to issue a backdated payment when application received. Customer바카라 사이트檚 details are as follows

[customer바카라 사이트檚 full name (this should be the name of the customer who바카라 사이트檚 in receipt of the CTC element)]

[customer바카라 사이트檚 full postal address]

[qualifying children바카라 사이트檚 full names and dates of birth]바카라 사이트�.

If the query is regarding an exemption certificate, send an email to the originator stating

바카라 사이트楾his claim has just been awarded. Their details will be selected on the next extract. Customer is entitled to an exemption certificate from [insert date - this should be the date the customer became entitled to an exemption certificate]. Customer바카라 사이트檚 details are as follows

[customer바카라 사이트檚 full name]

[customer바카라 사이트檚 full postal address]

[qualifying children바카라 사이트檚 full names and dates of birth]바카라 사이트�.

Tax Credits Manual

TCM0204080 - Passported benefits - Healthy Start vouchers: Healthy Start vouchers - exemption certificate not automatically issued (AG)

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TCM0204080 - Passported benefits - Healthy Start vouchers: Healthy Start vouchers - exemption certificate not automatically issued (AG)

Step 1

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Step 3

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Step 6

Step 7

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Step 9

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Is this page useful?

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