TCM0022060 - Backdating: backdating (all): amend effective date - forward dating

Checklist

Before you follow this guidance make sure

  • you follow the guidance in TCM0138020
  • you follow the guidance in TCM0022000
  • you have the correct user roles to follow this guidance.

Reasons not to follow this guidance

Do not follow this guidance unless you have been directed here from other guidance.

Background

Where a customer requests that their claim to tax credits is paid from a later date, you must determine if they have grounds for forward dating and if you determine that the claim can be forward dated you must amend the effective date, where appropriate.

Guidance

Note: When sending customer, staff or process data to another individual or team, make sure you follow the latest data security guidelines or contact the Data Guardian / Data Security Team for advice.

Step 1

If the date you need to apply as an effective start date of a claim is a forward date

  • access AMBS Amend Eff date through My Services
  • select 바카라 사이트˜Application바카라 사이트™ on the toolbar
  • select 바카라 사이트˜Amend Effective Date바카라 사이트™ from the options available. You will be taken to the 바카라 사이트˜Key Entry Data바카라 사이트™ screen
  • select the 바카라 사이트˜All바카라 사이트™ checkbox
  • enter the customer바카라 사이트™s NINO
  • select 바카라 사이트˜OK바카라 사이트™
  • go to Step 2.

If the date you need to apply as an effective start date of a claim is not a forward date, follow TCM0022040.

Step 2

If taken to the 바카라 사이트˜Select Individual바카라 사이트™ screen

  • select the relevant claim
  • select 바카라 사이트˜OK바카라 사이트™. You will be taken to the 바카라 사이트˜Amend Effective Date바카라 사이트™ screen
  • go to Step 3.

If taken to the 바카라 사이트˜Select Award바카라 사이트™ screen

  • select the relevant award
  • select 바카라 사이트˜OK바카라 사이트™. You will be taken to the 바카라 사이트˜Amend Effective Date바카라 사이트™ screen
  • go to Step 3.

If taken straight to the 바카라 사이트˜Amend Effective Date바카라 사이트™ screen, go to Step 3.

Step 3

If the warning message, 바카라 사이트˜Warnings exist for this application. Are you sure you wish to continue?바카라 사이트™ displays

  • select 바카라 사이트˜Yes바카라 사이트™
  • go to Step 4.

If no warning message displays, go to Step 4.

Step 4

Check the 바카라 사이트˜Warnings바카라 사이트™ field. Follow the guidance in TCM0322060.

If no checkboxes selected or after considering the guidance you are satisfied that the effective date can be amended

  • enter the new effective date in the 바카라 사이트˜New Effective Date바카라 사이트™ field
    Note: If you are amending an effective date that will amend the child responsibility date and one or more children are an exception you will need to refer the case to the Exception Team. Please ensure the child/children are exceptions before you transfer the case to the Exception Team (This content has been withheld because of exemptions in the Freedom of Information Act 2000)
  • select 바카라 사이트˜Continue바카라 사이트™
  • go to Step 5.

If after considering the guidance you are not satisfied that the effective date can be amended

  • select 바카라 사이트˜Cancel바카라 사이트™
  • pass to Tallo for advice.

Step 5

If taken to the Applicant 1 Entitlement Details screen, go to Step 7.

If the warning message 바카라 사이트˜Warnings exist for this application. Are you sure you wish to continue바카라 사이트™ displays

  • select 바카라 사이트˜Yes바카라 사이트™. You바카라 사이트™ll be taken to the 바카라 사이트˜Applicant 1 Entitlement Details바카라 사이트™ screen
  • go to Step 7.

If you receive any other messages, go to Step 6.

Step 6

If the message 바카라 사이트˜Date must not be in the future바카라 사이트™ displays

  • you have entered a date in the future
  • enter either today바카라 사이트™s date or an earlier date
  • select 바카라 사이트˜Continue바카라 사이트™
  • go to Step 7.

If message 바카라 사이트˜An Effective Date in PY cannot be amended to a date later than 5 April바카라 사이트™ displays

  • you are not able to forward date a claim from PY into CY
  • enter the new effective date of 5 April
  • select 바카라 사이트˜Continue바카라 사이트™
  • go to Step 7.

If message 바카라 사이트˜Date entered is more than the Future Effective date Limit of 93 days after the Application Received Date바카라 사이트™ displays

  • you are not able to forward date more than 93 days from the original received date
  • re-enter the new effective date so that it does not exceed the 93 days limit
  • select 바카라 사이트˜Continue바카라 사이트™
  • go to Step 7.

Step 7

On the 바카라 사이트˜Applicant 1 Entitlement Details바카라 사이트™ screen

  • select 바카라 사이트˜Continue바카라 사이트™ until the 바카라 사이트˜OK바카라 사이트™ button is no longer greyed out
  • select 바카라 사이트˜OK바카라 사이트™. You will be taken to the 바카라 사이트˜Amend Effective Date Finish바카라 사이트™ screen
  • select 바카라 사이트˜OK바카라 사이트™
  • go to Step 8.

Step 8

If the message 바카라 사이트˜S18 Refinalisation Rules - a change to CCYY-CCYY may cause an inappropriate refinalisation바카라 사이트™ or 바카라 사이트˜S18 Refinalisation Rules - Actual income for CCYY-CCYY is required. This change will not be accepted바카라 사이트™ displays, go to Step 9.

If the message 바카라 사이트˜S18 Refinalisation Rules - You do not have the authority to refinalise CCYY-CCYY. This change will not be accepted. Please refer to the appropriate team바카라 사이트™ displays

  • the changes you are making will refinalise the claim
  • select 바카라 사이트˜Cancel바카라 사이트™. You will be taken to the 바카라 사이트˜Amend Application Details바카라 사이트™ screen
  • select 바카라 사이트˜Cancel바카라 사이트™
  • the message 바카라 사이트˜All changes to the application will be lost for this session, do you wish to proceed?바카라 사이트™ displays, select 바카라 사이트˜Yes바카라 사이트™
  • pass to TALLO for advice.

If no messages displays

  • select 바카라 사이트˜OK바카라 사이트™
  • update Household notes with the appropriate message BZ15 from TCM0156040. For how to do this, use TCM1000001
  • take no further action.

Step 9

You may not be able to make the change as this will re-finalise the claim or PY actual income is required. Follow the guidance in TCM0042280 before making any changes.

If you are able to make the change

  • select 바카라 사이트˜OK바카라 사이트™
  • update Household notes with the appropriate message BZ15 from TCM0156040. For how to do this, use TCM1000001
  • take no further action.

If you are not able to make the change, pass to TALLO for advice.