Decision Makers Guide - DMG32051

The assessment period: Length of the assessment period - 7 complete months (WFTC) / 26 weeks (DPTC) or more in self-employment


The assessment period for normal weekly earnings of a person who has been a self-employed earner for seven complete months (WFTC) / 26 weeks (DPTC) or more should be
1) the period of the profit and loss account (DMG37003) where

1.1) a profit and loss account is sent in and the period covered by the account
a) is at least six months but no more than 15 months and
b) ends within the twelve months before the date of application and<<b>
1.2) where appropriate (DMG37007) there is
a) ) a trading account or
b) ) a balance sheet or
c) ) a trading account and a balance sheet or
(See Chapter 37 for guidance on using accounts.)
2) ) if 1. does not apply
2.1) for WFTC - the period of six consecutive months up to and including
a) ) the last complete month immediately preceding the date of application or
b) the second last complete month immediately proceeding the date of application

Example

Applicant completes the application form on 28.5.99. She provides details of earnings for the six months 1.11.98 to 30.4.99. Where the date of application is 30.5.99, the period in 2.1.a would be the assessment period. But if the application form were not received until 3.6.99, the details provided would no longer fall into that period. To allow the decision maker to use these details, the other assessment period in 2.1.b is used
2.2 for DPTC - the period of 26 weeks immediately before the week of application or<<b> 3) any other period of weeks or months before, but not necessarily immediately before, the week of application if that would produce a more accurate amount (DMG32101).

The decision maker should reduce all these periods by any period disregarded under DMG32251.


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