TCM1000233 - How to apply the Free Format

Version 1.0

Changes to previous version - new guidance.

Step 1

Note: This guidance should only be followed once all the relevant changes of circumstance have been entered.

On the 鈥楿nprocessed Changes of Circs鈥� work list

  • select the relevant work list item

Note: The work list item will have the reason 鈥楥OC鈥� in the 鈥楥hange Details鈥� column.

  • select 鈥楩ile鈥� on the toolbar
  • select 鈥楴ext Function鈥� from the options available. You will be taken to the 鈥榃ork Management - Select Next Function鈥� screen
  • select 鈥楢mend Application鈥�
  • select 鈥極K鈥�. You will be taken to the 鈥楢pplicant Details - Applicant 1鈥� screen

Note: If the 鈥楽ignals鈥� screen displays, select 鈥極K鈥�.

  • select 鈥榁iew鈥� on the toolbar
  • select 鈥楢pply Free Format鈥� from the options available. The 鈥楢pply Free Format鈥� screen will display
  • select 鈥楢pplied鈥�
  • when the message 鈥楴ew Tax Credits鈥� displays, select 鈥榊es鈥�. You鈥檒l be taken back to the 鈥楢pplicant Details - Applicant 1鈥� screen
  • select 鈥極K鈥�. You will be taken back to the 鈥楢mend Finish鈥� screen
  • do not complete the 鈥楢mend Finish鈥� screen at this point, just return to the guidance you were previously following.