To deal with a claimant wanting to claim their childcare costs
from the Department for Children, Schools and Families (DCSF),
consider steps 1 - 6 below
| 1 | Before making any changes to the claim, follow the
guidance in
Establish If A Change Can
Be Made. This is to confirm if your change(s) can be made, or
if the case needs to be sent to a specialist team
Then, if the change(s) can be made
- Use Function VIEW APPLICATION
- Click on the latest version to highlight it. This will be
the first entry on the screen
And then
- Go to the Child Details screen
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| 2 | Check whether the child care element is in payment
- If there is no childcare element in payment
- Explain to the claimant that they are not in receipt of the tax
credit child care element and they should claim their child care
costs from the DCSF. Take no further action
- If the child care element is in payment
- Ask the claimant whether they have contacted the DCSF to
confirm they are entitled to help with child care costs
And, it they have not
- Advise the claimant to contact the DCSF to confirm they are
entitled to help from them before they stop claiming their
childcare costs from tax credits
And
- Explain to the claimant that if they are only in receipt of
WTC because of the amount of
child care costs they pay, WTC will stop and they may lose any
passported benefits that tax credits entitles them to
And then
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| 3 | If the claimant still wishes to claim their
childcare costs from the DCSF
- Ask the claimant for the date from which they intend to claim
their child care costs from the DCSF
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| 4 | Use Function AMEND APPLICATION (choosing the
'Change of Circumstances' option) to enter the tax credit childcare
costs end date as the Saturday date following the date the claimant
wishes to stop claiming tax credits childcare costs and claim their
costs from the DCSF
- Go to the Child Detials screen and enter the tax credit
childcare end date for each appropriate
child
Note: Where childcare is in payment for more
than one child, you will need to highlight and correct each child
individually, before proceeding
And, when you have entered the end date for each child
- Click on the [OK] button. You will be taken to the Amend
Finish screen
- Complete the Amend Finish screen
- If the message ‘S18 Refinalisation Rules –
Potential inappropriate refinalisation for CCYY–CCYY. If you
have the authority to refinalise under S19, S20 or S21 of the Tax
Credit Act 2002 or due to an appeal decision. Press OK to process
the change or Cancel’ displays
Then, if you can make the change
- Click on the [OK] button on the message
- Go to step 5
- If the message ‘S18 Refinalisation Rules – Actual
Income for CCYY-CCYY is required. This change will not be
accepted’ displays
Then, if you can make the change
- Click on the [OK] button on the message
- Go to step 5
- If the message ‘S18 Refinalisation Rules – You do
not have the authority to refinalise CCYY-CCYY. This change will
not be accepted. Please refer to the appropriate team’
displays
- The changes you are making will refinalise the claim
- Click on the [Cancel] button. You will be taken to the Amend
Application Details screen
- Click on the [Cancel] button
- When the message ‘All changes to the application will be
lost for this session, do you wish to proceed?’ displays,
click on the [Yes] button
- Pass the case to a Level 2 User or your manager. For more
information on Level 1 and Level 2 users, see
Level 1 and Level 2
User Roles
- Take no further action
- If none of the above messages display, go to step 5
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| 5 | Use Function MAINTAIN HOUSEHOLD NOTES and enter the
following message
'TCMZ CCC now claimed from DCSF'
Notes:
You must follow the guidance in
How To
Correctly Complete Application And Household Notes when you
record the note
And also
Follow the guidance in
Maintain Household
Notes
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| 6 | Explain to the claimant that they will receive a
new award notice showing that their childcare costs have ended
- Tell them they will need to keep this to show the DCSF that the
tax credit childcare element has stopped
And
- Advise them to claim their childcare costs from the DCSF from
the day after their tax credit childcare costs ended
Example
Mrs A has 2 children in childcare and gets the tax credit
childcare element for both of them
She returns to education on 11/10/04
She tells us she wants to claim her childcare from the DCSF from
11/10/04
Enter the childcare end date as 16/10/04
Mrs A will need to claim her childcare costs from the DCSF from
17/10/04
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