TCM1000032 - How to complete the Amend Finish screen

Version 2.0

Changes to previous version - amended guidance

Step 1

Note: Only complete the 바카라 사이트˜Amend Finish바카라 사이트™ screen once you have completed all of your changes.

On the 바카라 사이트˜Amend Finish바카라 사이트™ screen

  • enter the date the notification was received in the 바카라 사이트˜Received Date바카라 사이트™ field

Note: The 바카라 사이트˜Received Date바카라 사이트™ field will always default to today바카라 사이트™s date. You must change this date to the date the change of circumstance was originally notified and not the date it was actioned. If there is more than one date of notification, you must enter the earliest notification date in the 바카라 사이트˜Received Date바카라 사이트™ field. If you are working a work list item, then this date will be the creation date.

  • select the relevant source of the notification from the 바카라 사이트˜Source바카라 사이트™ field
  • select the reason for the change from the 바카라 사이트˜Reason바카라 사이트™ field
  • select 바카라 사이트˜OK바카라 사이트™
  • go to Step 2.

Top of page

Step 2

If the message 바카라 사이트˜S18 Refinalisation Rules - Potential inappropriate refinalisation for CCYY-CCYY. If you have the authority to refinalise 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 you are making will re-finalise the claim. Follow the guidance in TCM0042260 before making any changes

Note: If you have already been told to follow TCM0042260 and are able to make the change, you do not need to follow it again here.

then, if you can make the change

  • select 바카라 사이트˜OK바카라 사이트™ on the message
  • return to the guidance you were previously following.

If the message 바카라 사이트˜S18 Refinalisation Rules - Actual Income for CCYY-CCYY is required. This change will not be accepted바카라 사이트™ displays

  • you will not be able to make the change because the PY actual income is required. Follow the guidance in TCM0042260 before making any changes

Note: If you have already been told to follow TCM0042260 and are able to make the change, you do not need to follow it again here.

then, if you can make the change

  • select 바카라 사이트˜OK바카라 사이트™ on the message
  • return to the guidance you were previously following.

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 re-finalise 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™
  • when 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™ on the message
  • pass the case to a Level 2 User or your manager. For more information, use 바카라 사이트˜Level 1 and Level 2 users바카라 사이트™ on TCM0320260Ìý
  • return to the guidance you were previously following.

If none of the above messages display, return to the guidance you were previously following.