Trace Individual (AG)

To trace an individual on HM Revenue & Customs (HMRC) databases when capturing a claim, consider steps 1 to 5 below. The guide is presented as follows

Initial action	Steps 1- 3
Individual found	Step 4
Individual not found	Step 5

Initial action

In Function CAPTURE APPLICATION

Click on the [Trace] button. You will be taken to Function TRACE CITIZEN

In Function TRACE CITIZEN

Click on the [Search] button. The computer will then search the HMRC databases to try and match the details with an individual

If that search is unsuccessful, or the claimant(s) shown is not the correct claimant

Click on the [External Search] button. The computer will then search other HMRC databases to try and match the details you have entered with an individual

Note: You will only be able to do an external search if you have access to the AMBS Specialist Tracer User Role

Individual found

If the individual you want is found, check the mismatched trace details to see if it is an acceptable match, and then

Click on the line for the appropriate individual

And

Click on the [OK] button. You will be taken back to Function CAPTURE APPLICATION where the details for the selected individual will be displayed

Individual not found

5	If the individual you want is not found or the mismatched trace details are not acceptable Click on the [Cancel] button. You will be taken back to Function CAPTURE APPLICATION where you can continue to capture the information from the claim form

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