Logging A Claim (AG)

To log the receipt of a tax credit claim form, consider steps 1 - 8 below. The guide is presented as follows

Initial action	Steps 1 – 2
Minimum information not provided	Steps 3 – 6
Minimum information provided	Steps 7 – 8

Initial action

Check if the claim form contains details of the minimum information required to log receipt of the claim

For the claimant in a single claim

Or

Both claimants in a joint claim

If the minimum information

Is provided go to step 7

Is not provided go to step 3

Minimum information not provided

3	Check if the claim form has a contact telephone number for either claimant 1 or claimant 2
4	If you have a telephone number Telephone the claimant and ask them for the missing information When telephoning the claimant follow the guidance in Contacting The Claimant
5	If the missing information Is not supplied or you are unable to telephone the claimant go to step 6 Is supplied go to step 7
6	If the missing information is not supplied or you are unable to telephone the claimant Return the claim with a completed form TC609 to the claimant’s address

Minimum information provided

Use Function CAPTURE APPLICATION to log receipt of the new claim It is important that you record the correct date of receipt of the claim. Follow the guidance in Identifying The Date Of Claim

At this stage you can either

Proceed to capture the rest of the claim. To do this click on the [Continue] button

Or

Log this claim only. To do this click on the [Log Next] button

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