Left Main Job And Has Other Jobs On Computer (AG)

Then, if the change(s) can be made

• Check the information provided to see if you have all the following details for the job that the claimant has left, the

• End date

And

• Name of the employment

And for the employment which will replace the main employment on the computer, the employer’s

• Reference number (if available)

• Payroll number (if available)

• Name

• Address

• Unique Taxpayer’s Reference (UTR) number (if available), if the main employment will be replaced by a self employed job

And the

• Total number of hours for all the job(s) the claimant is still employed in

Note: The number of hours may have changed

• If all the details have been provided, go to step 3
   
• If not, go to step 2

• Are unable to contact the claimant, go to step 33

• Contact the claimant and obtain the required information, go to step 3

• Contact the claimant but have not obtained all the required information, go to step 33

• Enter the NINO

• Click on the ALL checkbox

• Click on the [OK] button

• If the claim is pre-award, go to step 4

• If the claim is post award, go to step 5

• The Select Application screen, (select the appropriate claim)

Or

• The following message will display

‘Details must be recorded on the Free Format screen. Do you wish to proceed?’

• Click on the [YES] button on the message. You will be taken to the Free Format screen. On the Free Format screen

• Enter the reason for the change. For example, ‘end main job and replace with details for the employment in which claimant 1 or 2, works the most hours’

And the following details for the job the claimant has just left

• End date

And

• Name of the employment

And for the employment which will replace the main employment on the computer, the employer’s

• Reference number (if available)

• Payroll number (if available)

• Name

• Address

And the

• Total number of hours for all the job(s) the claimant is still employed in

Note: The number of hours may have changed

• Click on the [OK] button

• Go to step 3 5

Note: The changes will be stored on the Free Format screen. Once the claim has been awarded, an entry will be created on the ‘Unprocessed Change of Circumstances’ Work List

• If the Select Application screen is displayed, select the claim(s) affected by this change and you will then be taken to the Applicant Details screen, go to step 6

However

• If the claim has been rejected and the claimant’s current circumstances mean they now qualify for tax credits, go to step 31

• More than 3 months before today’s processing date because the claimant failed to notify you within 3 months, go to step 7

• Within 3 months, before today’s processing date, go to step 8

• More than 3 months before today’s processing date because you have not yet applied the change (claimant originally notified us within 3 months), go to step 25

• If it does and you have been notified today, go to step 13

• If it does and you were notified before today, go to step 19

• If not, go to step 25

• Select the Work Details screen for the appropriate claimant

• Enter the date the claimant left their ‘main’ job in the Hours Worked End Date field (if it is not already displayed)

And then if the main job that the claimant has left was

• Employed and the replacement main job (with the most hours) is employed, go to step 9

• Employed and the replacement main job is self-employed and details are already showing on the computer, go to step 10

• Self-employed and the replacement main job is employed and details are already showing on the computer, go to step 11

• Self-employed and the replacement main job is self-employed and details are already showing on the computer, go to step 12

See Example Worked History Example 14

• Enter the date the claimant left their ‘main’ job in the End Date field in the Main Employment Details section (if it is not already displayed)

• Click on the [New] button

• Enter the number of paid jobs for this claimant in the Number of Jobs field

• Enter the number of total hours worked for the replacement job in the Hours Worked field

• Enter the start date for the replacement job in the Hours Worked Start Date field

Note: Enter the start date as the day after the claimant ended their main employment

In the Main Employment Details section, enter the

• Employer reference number

Note: If the claimant has not provided the employer reference number, follow the guidance in Trace Employer

• Payroll number (if available)

• Replacement employment start date

• Employer’s name (if necessary)

• Employer’s address (if necessary)

• Click on the [OK] button. You will be taken to the Amend Finish screen

• Go to step 32

• Enter the date the claimant left their ‘main’ job in the End Date field in the Main Employment Details section (if it is not already displayed)

• Click on the [New] button

• Enter the number of paid jobs for this claimant in the Number of Jobs field

• Enter the number of total hours worked for the replacement job in the Hours Worked field

• Enter the start date for the replacement job in the Hours Worked Start Date field

Notes:

1. Enter the start date as the day after the claimant ended their main employment

2. Because the replacement job is self-employed and the details are already on the computer, there is no need for you to enter any further details

• Click on the [OK] button. You will be taken to the Amend Finish screen

• Go to step 32

• Enter the date the claimant left their ‘main’ job in the End Date field in the Self-Employed Details section (if it is not already displayed)

• Select ‘History’ on the toolbar menu

• Select ‘Hours Worked’ from the options, you will be taken to the History screen

• Ensure that the end date is displayed in the End Date field

• Click on the [Cancel] button

• Enter the number of paid jobs for this claimant in the Number of Jobs field

• Enter the number of total hours worked for the replacement job in the Hours Worked field

• Enter the start date for the replacement job in the Hours Worked Start Date field

Note: Enter the start date as the day after the claimant ended their main employment

• Click on the [OK] button. You will be taken to the Amend Finish screen

• Go to step 32

• Enter the date the claimant left their ‘main’ job in the End Date field in the Self Employed Details section (if it is not already displayed)

• Click on the [New] button

• Enter the number of paid jobs for this claimant in the Number of Jobs field

• Enter the number of total hours worked for the replacement job in the Hours Worked field

• Enter the start date for the replacement job in the Hours Worked Start Date field

Notes:

1. Enter the start date as the day after the claimant ended their main employment

2. Do not delete the start date in the Self Employed Details field as this was the original start date recorded for both self-employed jobs

And then

• Delete the End date in the Self Employed End date field

• Click on the [OK] button. You will be taken to the Amend Finish screen

• Go to step 32

• Select the Work Details screen for the appropriate claimant

• Enter the date the claimant left their ‘main’ job in the Hours Worked End Date field (if it is not already displayed)

And then if the main job that the claimant has left was

• Employed and the replacement main job (with the most hours) is employed, go to step 14

• Employed and the replacement main job is self-employed and details are already showing on the computer, go to step 15

• Self-employed and the replacement main job is employed and details are already showing on the computer, go to step 16

• Self-employed and the replacement main job is self-employed and details are already showing on the computer, go to step 17

• Enter the end date for the 'main' job left in the End Date field in the Main Employment Details section (if it is not already displayed)
   
• Click on the [OK] button. You will be taken to the Amend Finish screen

• Go to step 32

Note: After completing the actions in the Amend Finish screen, you will need to return to this step to complete the rest of the step

In Function AMEND APPLICATION, select the Work Details screen for the appropriate claimant

Note: You must now replace the details for the old main employed job with the details of the current employed job with the most hours (the replacement job)

• Click on the [New] button

• Enter the number of paid jobs for this claimant in the Number of Jobs field

• Enter the number of total hours worked for the replacement job in the Hours Worked field

• Enter the start date for the replacement job in the Hours Worked Start Date field

Note: Enter the start date as the day after the date you have entered for the date the claimant ended their main employment

In the main employment details section, enter the

• Employer reference number

Note: If the claimant has not provided the employer reference number, follow the guidance in Trace Employer

• Payroll number (if available)

• New employment start date

• Employer’s name (if necessary)

• Employer’s address (if necessary)

• Go to step 18

• Enter the date the claimant left their ‘main’ job in the End Date field in the Main Employment Details section (if it is not already displayed)

• Click on the [New] button

• Enter the number of paid jobs for this claimant in the Number of Jobs field

• Enter the number of total hours worked for the new job in the Hours Worked field

• Enter the new job start date in the ‘Hours Worked’ Start Date field

Notes:

1. Use the start date as the day after the date you have entered for the date the claimant ended their main employment

2. Because the replacement job is self-employed and the details are already on computer, there is no need for you to enter any further details

• Go to step 18

• Enter the date the claimant left their ‘main’ job in the End Date field in the Self-Employed Details section (if it is not already displayed)

• Select ‘History’ on the toolbar menu

• Select ‘Hours Worked’ from the options, you will be taken to the History screen, to ensure that the end date has been included

• Click on the [Cancel] button

• Enter the number of paid jobs for this claimant in the Number of Jobs field

• Enter the number of total hours worked for the new job in the Hours Worked field

• Enter the new job start date in the ‘Hours Worked’ Start Date field

Note: Enter the start date as the day after the date you have entered for the date the claimant ended their main employment

• Go to step 18

• Enter the date the claimant left their ‘main’ job in the End Date field in the Self-Employed Details section (if it is not already displayed)

• Click on the [New] button

• Enter the number of paid jobs for this claimant in the Number of Jobs field

• Enter the number of total hours worked for the replacement job in the Hours Worked field

• Enter the start date for the replacement job in the Hours Worked Start Date field

Notes:

1. Enter the start date as the day after the date you have entered for the date the claimant ended their main employment

2. Do not delete start date in the self-employed details field as this was the original start date recorded for both self-employed jobs

And then

• Delete the End date in the Self-employed End date field

• Go to Step 18

• Select ‘History’ on the toolbar menu

• Select ‘Hours Worked’ from the options, you will be taken to the History screen

• Select the first entry on the screen

• Click on the [Change] button

Note: As the change occurred more than 3 months before today’s date, the Include From Date field will automatically be displayed with a date 3 months before today’s date

• Make a note on a piece of paper of the existing ‘Include From Date’

• Delete the existing ‘Include From Date’

• Enter the start date, in the Include From Date field

• Enter the end date, in the End Date field, as the day prior to the ‘Include From Date’ previously noted

• Enter the number of hours the claimant will remain working, in the Hours field. Do not include any increased hours

• Click on the [OK] button. The following message will be displayed

‘You must enter a CY income’

• Click on the [OK] button. This will delete the message

Note: You must then record the new hours. Only backdate the award to the 3 months limit

• Click on the [New] button

• Enter the ‘Include From Date’, previously noted, in the Start Date field

Note: The ‘Include From Date’ will automatically be displayed with a date 3 months before today’s date. The same date as the start date entered

• Enter the new hours in the Hours field (including increased hours)

• Click on the [OK] button. The following message will be displayed

‘You must enter a CY income’

• Click on the [OK] button. This will delete the message

• Click on the [OK] button. You will be taken to the Work Details screen

• Click on the [OK] button. You will be taken to the Amend Finish screen

• Go to step 32

See Example Worked History Example 12

• Select the Work Details screen for the appropriate claimant

• Enter the date the claimant left their ‘main’ job in the Hours Worked End Date field (if it is not already displayed)

And then if the main job that the claimant has left was

• Employed and the replacement main job (with the most hours) is employed, go to step 20

• Employed and the replacement main job is self-employed and details are already showing on the computer, go to step 21

• Self-employed and the replacement main job is employed and details are already showing on the computer, go to step 22

• Self-employed and the replacement main job is self-employed and details are already showing on the computer, go to step 23

• Enter the date the claimant left their ‘main’ job in the End Date field in the Main Employment Details section (if it is not already displayed)
   
• Click on the [New] button

• Enter the number of paid jobs for this claimant in the Number of Jobs field

• Enter the number of total hours worked for the replacement job in the Hours Worked field

• Enter the start date for the replacement job in the ‘Hours Worked’ Start Date field

Note: Enter the start date as the day after the date you have entered for the date the claimant ended their main employment

In the main employment details section, enter the

• Employer reference number

Note: If the claimant has not provided the employer reference number, follow the guidance in Trace Employer

• Payroll number (if available)

• New employment start date

• Employer’s name (if necessary)

• Employer’s address (if necessary)

• Go to step 24

• Enter the date the claimant left their ‘main’ job in the End Date field in the Main Employment Details section (if it is not already displayed)

• Click on the [New] button

• Enter the number of paid jobs for this claimant in the Number of Jobs field

• Enter the number of total hours worked for the replacement job in the Hours Worked field

• Enter the replacement job start date in the Hours Worked Start Date field

Notes:

1. Enter the start date as the day after the date you have entered for the date the claimant ended their main employment

2. Because the replacement job is self-employed and the details are already on computer, there is no need for you to enter any further details

• Go to step 24

• Enter the date the claimant left their ‘main’ job in the End Date field in the Self-Employed Details section (if it is not already displayed)

• Select ‘History’ on the toolbar menu

• Select ‘Hours Worked’ from the options, you will be taken to the History screen, to ensure that the end date has been included

• Click on the [Cancel] button

• Enter the number of paid jobs for this claimant in the Number of Jobs field

• Enter the number of total hours worked for the replacement job in the Hours Worked field

• Enter the replacement job start date in the Hours Worked Start Date field

Note: Enter the start date as the day after the date you have entered for the date the claimant ended their main employment

• Go to step 24

• Enter the date the claimant left their ‘main’ job in the End Date field in the Self-Employed Details section (if it is not already displayed) SD

• Click on the [New] button

• Enter the number of paid jobs for this claimant in the Number of Jobs field

• Enter the number of total hours worked for the replacement job in the Hours Worked field

• Enter the start date for the replacement job in the Hours Worked Start Date field

Notes:

1. Use the start date as the day after the date you have entered for the date the claimant ended their main employment

2. Do not delete the start date in the Self-Employed Details field as this was the original start date recorded for both self-employed jobs

And then

• Delete the end date in the Self-Employed End Date field

• Go to step 24

• Select ‘History’ on the toolbar menu

• Select ‘Hours Worked’ from the options available, you will be taken to the History screen

• Select the first entry on the screen

• Click on the [Change] button

Note: As the change occurred more than 3 months before today’s date, the Include From Date field will automatically be displayed with a date 3 months before today’s date

• Make a note on a piece of paper of the existing ‘Include From Date'

• Delete the existing ‘Include From Date’

• Calculate the date 3 months prior to the date the claimant notified the Tax Credit Office and make a note on a piece of paper of the calculated date

• Enter the start date, in the Include From Date field

• Enter the end date, in the End Date field, as the day prior to the ‘Include From Date’ previously noted

• Enter the number of hours the claimant will remain working in the Hours field. Do not include any increased hours

• Click on the [OK] button. The following message will be displayed

‘You must enter a CY income’

• Click on the [OK] button. This will delete the message

Note: You must then record the new hours. Only backdate the award to the 3 months limit

• Click on the [New] button

• Enter the start date as the ‘Include From Date’ previously noted

Note: The ‘Include From Date’ will automatically be displayed with a date 3 months before today’s date (same date as the start date entered)

• Enter the new hours (including any increased hours)

• Click on the [OK] button. The following message will be displayed

‘You must enter a CY income’

• Click on the [OK] button. This will delete the message

• Click on the [OK] button. You will be taken to the Work Details screen

• Click on the [OK] button. You will be taken to the Amend Finish screen

• Go to step 32

See Example Worked History Example 13

• Select the Work Details screen for the appropriate claimant

• Enter the date the claimant left their ‘main’ job in the Hours Worked End Date field (if it is not already displayed)

And then if the main job that the claimant has left was

• Employed and the replacement main job (with the most hours) is employed, go to step 26

• Employed and the replacement main job is self-employed and details are already showing on the computer, go to step 27

• Self-employed and the replacement main job is employed and details are already showing on the computer, go to step 28

• Self-employed and the replacement main job is self-employed and details are already showing on the computer, go to step 29

• Enter the date the claimant left their ‘main’ job in the End Date field in the Main Employment Details section (if it is not already displayed)

• Click on the [New] button

• Enter the number of paid jobs for this claimant in the Number of Jobs field

• Enter the number of total hours worked for the replacement job in the Hours Worked field

• Enter the start date for the replacement job in the Hours Worked Start Date field

Note: Enter the start date as the day after the date you have entered for the date the claimant ended their main employment

In the main employment details section, enter the

• Employer reference number

Note: If the claimant has not provided the employer reference number, follow the guidance in Trace Employer

• Payroll number (if available)

• New employment start date

• Employer’s name (if necessary)

• Employer’s address (if necessary)

• Go to step 30

• Enter the date the claimant left their ‘main’ job in the End Date field in the Main Employment Details section (if it is not already displayed)

• Click on the [New] button

• Enter the number of paid jobs for this claimant in the Number of Jobs field

• Enter the number of total hours worked for the replacement job in the Hours Worked field

• Enter the start date for the replacement job in the Hours Worked Start Date field

Notes:

1. Enter the start date as the day after the date you have entered for the date the claimant ended their main employment

2. Because the replacement job is self-employed and the details are already on computer, there is no need for you to enter any further details

• Go to step 30

• Enter the date the claimant left their ‘main’ job in the End Date field in the Self-Employed Details section (if it is not already displayed)

• Select ‘History’ on the toolbar menu

• Select ‘Hours Worked’ from the options available, you will be taken to the History screen, to ensure that the end date has been included

• Click on the [Cancel] button

• Enter the number of paid jobs for this claimant in the Number of Jobs field

• Enter the number of total hours worked for the replacement job in the Hours Worked field

• Enter the start date for the replacement job in the Hours Worked Start Date field

Note: Enter the start date as the day after the date you have entered for the date the claimant ended their main employment

• Go to step 30

• Enter the date the claimant left their ‘main’ job in the End Date field in the Self-Employed Details section (if it is not already displayed)

• Click on the [OK] button. You will be taken to the Amend Finish screen

• Go to step 32

Note: After completing the actions in the Amend Finish screen, you will need to return to this step to complete the rest of the step

In Function AMEND APPLICATION, select the Work Details screen for the appropriate claimant

• Click on the [New] button

• Enter the number of paid jobs for this claimant in the Number of Jobs field

• Enter the number of total hours worked for the replacement job in the Hours Worked field

• Enter the start date for the replacement job in the Hours Worked Start Date field

Notes:

1. Enter the start date as the day after the date you have entered for the date the claimant ended their main employment

2. Do not delete the start date in the Self-Employed Details field as this was the original start date recorded for both self-employed jobs

And then

• Delete the end date in the Self-Employed End Date field

• Go to step 30

• Select ‘History’ on the toolbar menu

• Select ‘Hours Worked’ from the options available, you will be taken to the History screen

• Select the first entry on the screen

• Click on the [Change] button

Note: As the change occurred more than 3 months before today’s date, the Include From Date field will automatically be displayed with a date 3 months before today’s date

• Make a note on a piece of paper of the existing ‘Include From Date’

• Delete the existing ‘Include From Date’

• Enter the start date, in the Include From Date field

• Enter the total number of hours, from the remaining jobs, in the Hours field

• Click on the [OK] button. The following message will be displayed

‘You must enter a CY income’

• Click on the [OK] button. This will delete the message

• Click on the [OK] button. You will be taken to the Work Details screen

• Click on the [OK] button. You will be taken to the Amend Finish screen

• Go to step 32

See Example Worked History Example 15

• Invite them to make a fresh claim. Follow the guidance in Invite Fresh Claim

• Enter the date the notification of the change was received

• Enter the source of the change, for example paper or telephone

• Enter the reason for the change as ‘Change of Circumstances’

• Click on the [OK] button. The computer will accept the change of circumstances and will apply the change at the effective date

• 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

• The changes you are making will re-finalise the claim, follow the guidance in Establish If A Change Can Be Made before making any changes

If you can make the change

• Click on the [OK] button on the message

Then

• If entitlement to WTC no longer exists, go to step 33
   
• If entitlement to WTC still does exist, go to step 3 4

• If the message ‘S18 Refinalisation Rules – Actual Income for CCYY-CCYY is required. This change will not be accepted’ displays

• You will not be able to make the change because the PY actual income is required, follow the guidance in Establish If A Change Can Be Made before making any changes

If you can make the change

• Click on the [OK] button on the message

Then

• If entitlement to WTC no longer exists, go to step 33
   
• If entitlement to WTC still does exist, go to step 3 4

• 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

• If entitlement to WTC no longer exists, go to step 33
   
• If entitlement to WTC still does exist, go to step 3 4

Where the claimant’s total hours have fallen below 16 and entitlement to WTC no longer exists, they will continue to receive WTC for 4 weeks starting from the day after entitlement ended

• Complete the Entitlement Ended stencil and send via Taxpost (This text has been withheld because of exemptions in the Freedom of Information Act 2000)
   

• Use Function MAINTAIN HOUSEHOLD NOTES to enter the following

‘ NC20 Referral sent DDMMYY to process 4 week run on payment’

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

• Take no further action

Note: Where the claimant’s total hours fall below 16 hours then their entitlement to childcare costs will also cease. Where the childcare element is in payment, an end date must be entered to stop childcare costs being paid automatically once the claimant’s hours increase to over 16 hours a week. Follow the guidance in Childcare Changes And Assessing Childcare

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

Note: The message you record will be depend on which course of action you have taken. For example, if you followed the action in step 2 of this action guide, record the message for step 2

Step 2 - ‘TCMZ Unable to deal with the change of circumstances. Unable to contact (enter claimant’s name). (State what details are missing). (Include date notified and the date(s) the change actually occurred). (Include BF date if reminder cycle has been set)’

Or

Step 2 - ‘TCMZ Contacted (enter claimant’s name) but have not obtained all the required information (state what details are missing). (Include date notified and the date(s) the change actually occurred). (Include BF date if reminder cycle has been set)’

Step 8 - ‘TCMZ Ended main job (state employed or self-employed) now included other job on computer as main job (state employed or self-employed). (Enter claimant’s name) informed us within 3 months, left include from date as displayed, no action required in history (include date notified and the date(s) the change actually occurred)’

Step 13 - ‘TCMZ Ended main job (state employed or self-employed) now included other job on computer as main job (state employed or self-employed). (Enter claimant’s name) failed to notify us within 3 months, increased the max award. Change can only be backdated for a maximum of 3 months prior to today’s date (include date notified and the date(s) the change actually occurred)’

Step 19 - ‘TCMZ Ended main job (state employed or self-employed) now included other job on computer as main job (state employed or self-employed). (Enter claimant’s name) failed to notify us within 3 months, increased the max award. Change can only be backdated for a maximum of 3 months prior to notified date (include date notified and the date(s) the change actually occurred)’

Step 25 - ‘TCMZ Ended main job (state employed or self-employed) now included other job on computer as main job (state employed or self-employed). (Enter claimant’s name) informed us of the change within 3 months and as the change has not yet been applied. Include from date changed and claim backdated for more than 3 months (include date notified and the date(s) the change actually occurred)’

Or

Step 25 - ‘TCMZ Ended main job (state employed or self-employed) now included other job on computer as main job (state employed or self-employed). (Enter claimant’s name) failed to notify us within 3 months, not increased the max award. Include from date changed and claim backdated for more than 3 months (include date notified and the date(s) the change actually occurred)’

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

• Go to step 35