Trace Employer (AG)

To trace the employer details whilst capturing or amending a tax credits claim, consider steps 1 to 8 below. The guide is presented as follows

Initial action	Step 1
Employer reference number provided	Steps 2 – 4
Employer reference number not provided or not traced	Steps 5 – 8

1	Check if the employer reference number has been provided If it has, go to step 2 If it has not, go to step 5

Use Function CAPTURE APPLICATION for a pre award claim or Function AMEND APPLICATION for a post award claim

Navigate to the Work screen and enter the employer reference number in the Employer Reference fields

Tab into the next field. If the computer has traced an employer with the reference you entered, the computer will populate the employer’s name and address details

If the computer has traced the employer record check that the name and address details entered match those on the claim form

If they do not, amend the details so that they match the details on the claim form

If the computer has not been able to trace the employer record with the reference number you supplied

5	Use Function CAPTURE APPLICATION for pre award claims or Function AMEND APPLICATION for post award claims Navigate to the Work screen And Click on the [Trace Emp] button if you are using Function CAPTURE APPLICATION [Trace] button if you are using Function AMEND APPLICATION You will be taken to Function TRACE EMPLOYER
6	In Function TRACE EMPLOYER Enter the details of the employer that you have All employers with matching or similar details will be displayed
7	If the employer you want is displayed and the details match those on the claim form Select the appropriate entry. You will be taken back to the function you were previously using where the employer’s details will be displayed in the relevant fields Note: If an employer is matched but the employer’s name is incorrect whilst all the other details are correct, you should ensure that the name displayed is the name used in the claim. For examples of mismatched details see Mismatched Trace Details Example – ‘Sainsburys’ could be shown on the claim form but ‘JSSainsburys’ is shown on the screen. In these circumstances you should use ‘JSSainsburys’ when capturing the claim
8	If the employer you want is not displayed or no matches could be found Abandon Function TRACE EMPLOYER. You will be taken back to the function you were previously using In Function CAPTURE APPLICATION or AMEND APPLICATION as appropriate enter the employer details as shown on the claim form