Left Main Job (Has Other Job(s)) And Started Another Main Job Outside 7 Days (AG)

Before making any changes, follow the guidance in Establish If A Change Can Be Made

Then, if the change(s) can be made

• Check the information provided to see if you have all the following details for the old job

• End date
   
• Name of employer
   
• Total number of paid hours for the old main job and other remaining jobs

And

• Total number of paid hours for the other remaining job(s) only

Note: The number of hours (for the remaining jobs) may have changed when the old job ended And the following details for the new job

• Start date
   
• Total number of paid hours for the new main job and other remaining job(s)
   
• Employer Reference number
   
• Payroll number (if available)
   
• Employer’s name
   
• Employer’s address

And the

• Unique Taxpayer’s Reference Number (UTR) (if the new job is a self-employed job)

• 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 2 2

• 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 2 2

• 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 be displayed

‘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, ‘Main job ended (has other jobs) and enter new main job that has started outside 7 days. Fill the gap of more than 7 days with the remaining job(s) for claimant 1 or 2, to be added to the claim

And

• Enter the following details for the old main job in the Free Format screen

• End date

• Name of employer

• Total number of paid hours (old job and including all other jobs)

• And for the remaining job(s) (after the old main job ended)

• Number of paid jobs (after the change)

• Total number of paid hours

Note: The number of hours may have changed

And the following details for the new job

• Start date

• Total number of paid hours (new job and including all other job(s))

• Number of paid jobs (new job and including all other jobs)

• Employer Reference number

• Payroll number (if available)

• Employer’s name

• Employer’s address

And the

• Unique Taxpayer’s Reference Number (UTR) (if the new job is a self-employed job)

• Click on the [OK] button

And then

• Go to step 2 3

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

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

• If the claim has been rejected and the claimants current circumstances mean they now qualify for tax credits, go to step 2 1

• Select the ‘Work Details’ screen for the appropriate claimant

And

• Enter the end date for the ‘old’ job in the Hours Worked End Date field (if it is not already displayed)

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

And then

• Go to step 19

Note: After completing the actions in Amend Finish, you will need to return to this step to complete the instruction In Function AMEND APPLICATION, select the Work Details screen for the appropriate claimant

• If the main job ended was employed (other job recorded was employed) and the new main job started outside 7 days was employed, go to step 7

Or

• If the main job ended was employed (other job recorded was self-employed) and the new main job started outside 7 days was employed, go to step 7

• If the main job ended was employed (other job recorded was self-employed) and the new main job started outside 7 days was self- employed, go to step 8

• If the main job ended was employed (other job recorded was employed) and the new main job started outside 7 days was self-employed, go to step 9

• If the main job ended was self-employed (other job recorded was self-employed) and the new main job started outside 7 days was employed, go to step 10

• If the main job ended was self-employed (other job recorded was self-employed) and the new main job started outside 7 days was self-employed, go to step 11

• If the main job ended was self-employed (other job recorded was employed) and the new main job started outside 7 days was self-employed, go to step 12

• If the main job ended was self-employed (other job recorded was employed) and the new main job started outside 7 days was employed, go to step 13

Or

If the main job ended was employed (other job recorded was self-employed) and the new main job started outside 7 days was employed

• Enter details of the new main job which started outside 7 days

• Click on the [New] button

And enter the

• Number of paid job(s) in the Number Of Paid Jobs field (new job and including other jobs)

• Total number of hours worked in the Total Hours Worked field (new job and including other jobs)

• Start date in the Hours Worked Start Date field

In the Main Employment Details section, enter the

• Employer’s 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)

• Telephone number (if available)

And then

• Go to step 14

• Enter details of the new main job which started outside 7 days

• Click on the [New] button

And enter the

• Number of paid job(s) in the Number Of Paid Jobs field (new job and including other jobs)

• Total number of hours worked in the Total Hours Worked field (new job and including other jobs)

• Start date in the Hours Worked Start Date field

And then

• Go to step 14

• Enter details of the new main job which started outside 7 days

• Click on the [New] button

And enter the

• Number of paid job(s) in the Number Of Paid Jobs field (new job and including other jobs)

• Total number of hours worked in the Total Hours Worked field (new job and including other jobs)

• Start date in the Hours Worked Start Date field

In the Self Employment Details section, enter the

• UTR number

• Enter the new start date in the Start Date field

And then

• Go to step 14

• Enter details of the new main job which started outside 7 days

• Click on the [New] button

And enter the

• Number of paid job(s) in the Number Of Paid Jobs field (new job and including other jobs)

• Total number of hours worked in the Total Hours Worked field (new job and including other jobs)

• Start date in the Hours Worked Start Date field

In the Self- Employment Details section

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

In the Main Employment Details section, enter the

• Employer’s 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)

• Telephone number (if available)

And then

• Go to step 14

• Enter details of the new main job which started outside 7 days

• Click on the [New] button

And enter the

• Number of paid job(s) in the Number Of Paid Jobs field (new job and including other jobs)

• Total number of hours worked in the Total Hours Worked field (new job and including other jobs)

• Start date in the Hours Worked Start Date field

In the Self- Employment Details section

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

And then

• Go to step 14

• Select ‘History’ from the toolbar and ‘Hours Worked’ from the drop down list. You will be taken to the History screen

• Click on the [Cancel] button

Note: This is to ensure that the computer retains the employment details

• Enter the number of paid job(s) in the Number Of Paid Jobs field (new job and including other jobs)

• Enter the total number of hours worked in the Total Hours Worked field (new job and including other jobs)

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

In the Self Employed Details section

• Delete the end date in the End date field

And then

• Go to step 14

• Enter details of the new main job which started outside 7 days

• Click on the [New] button

And enter the

• Number of paid job(s) in the Number Of Paid Jobs field (new job and including other jobs)

• Total number of hours worked in the Total Hours Worked field (new job and including other jobs)

• Start date in the Hours Worked Start Date field

In the Main Employment Details section, enter the

• Employer’s 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)

• Telephone number (if available)

And then

• Go to step 14

• Within 3 months before today’s processing date, go to step 15

• More than 3 months before today’s processing date because the change has not yet been applied (claimant originally notified us within 3 months), go to step 16

• More than 3 months before today’s processing date because the claimant failed to notify you about the change within 3 months, go to step 17

Note: You must now record a new period of history using the total hours from the other job(s) that is, from the day after the ‘old’ main job ended to the day before the new main job started

• Click on the [New] button

• Enter the start date as the day after ‘old’ main job ended in the Start Date field

Note: The include from Date will automatically be displayed with the start date

• Enter the end date as the day before the new main job started in the End Date field

• Enter the total hours for the other job(s) that is, after ‘old’ main job ended and before new main job started

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

• Go to step 18

See Example Worked History Example 16

• Select the top item

• Click on the [Change] button

• Delete the existing ‘Include From’ date

• Enter the new ‘Include From Date’ as the start date of the new main job in the include From field

• Click on the [OK] button

Note: You must now record a new period of history using the total hours from the other job(s) that is, from the day after the ‘old’ main job ended to the day before the new main job started

• Click on the [New] button

• Enter the start date as the day after ‘old’ main job ended in the Start Date field

Note: The ‘Include From’ date’ will automatically be displayed with a date 3 months before today’s date

• Delete the ‘Include From’ date

• Enter the new ‘Include From’ date as the same date as the start date in the Start Date field

• Enter the total hours for the other job(s) that is, after ‘old’ main job ended and before new main job started)

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

And then

• Go to step 18

See Example Worked History Example 17

Note: There may be more than 1 change to be considered when limiting the backdating and because of the complexity, further analysis is required in more detail to provide accurate instructions

• Contact Business Helpdesk through your normal route

• (This text has been withheld because of exemptions in the Freedom of Information Act 2000)

• Provide name and contact details

And

• NINO for the above case scenario

And then

• Go to step 2 2

• Check if there is continuing tax credit eligibility during the period from the end of the old job to the start of the new job

• Follow the guidance about eligibility in Entitlement

Note: See the Information page in the relevant guidance within the Entitlement section to see if the claimant is still eligible to claim tax credits

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

And then

• Go to step 19

• Enter the date the notification of the change was received
   
• Enter the source of the change as paper
   
• Enter the reason for the change as ‘Change of Circumstances’

And

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

Note: The changes you have made in this function will not be applied until you complete the Amend Finish screen and click on the [OK] button

• 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

Note: If you need to enter new employment details or if you need to replace an existing employment as the main employment, return to the step you have arrived here from and continue with the instruction

Then

• If eligibility does not continue during the gap in the main jobs, but there is tax credit eligibility from the start of the new main job, go to step 21
   
• If eligibility continues during the gap in main jobs, go to step 22
   
• If eligibility to WTC no longer exists, go to step 20

• 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

Note: If you need to enter new employment details or if you need to replace an existing employment as the main employment, return to the step you have arrived here from and continue with the instruction

Then

• If eligibility does not continue during the gap in the main jobs, but there is tax credit eligibility from the start of the new main job, go to step 21
   
• If eligibility continues during the gap in main jobs, go to step 22
   
• If eligibility to WTC no longer exists, go to step 20

• 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, then

Note: If you need to enter new employment details or if you need to replace an existing employment as the main employment, return to the step you have arrived here from and continue with the instruction

• If eligibility does not continue during the gap in the main jobs, but there is tax credit eligibility from the start of the new main job, go to step 2 1
   
• If eligibility continues during the gap in main jobs, go to step 2 2
   

• If eligibility to WTC no longer exists, go to step 20

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

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

• Step 2, ‘TCMZ Unable to deal with the change of circumstances. Unable to contact (enter claimant’s name) for (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)’

• Steps 6 – 13, ‘TCMZ Ended (state employed or self-employed job) has one or more other job(s) already recorded on the system (state employed or self - employed) and started new job (state employed or self-employed) outside 7 days. (Include date notified and the date(s) the change actually occurred)’

• Step 15, ‘TCMZ (Enter claimant’s name) notified us within 3 months, left include from date unchanged, filled gap from the day after the ‘old’ job to the day before new job started with the other job(s) hours’

• Step 16, ‘TCMZ (Enter claimant’s name) notified us within 3 months, change now more than 3 months. Include from date changed to new job start date, filled gap from day after the ‘old’ job to the day before new job started with the other job(s) hours’

• Step 17, ‘TCMZ More than 3 months before today’s processing date because the claimant failed to notify us that they left their main job (has other jobs) and has started another main job outside 7 days. Because of the complexity, case NINO provided to business help desk for further analysis

• Go to step 2 3

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