Compatible With The Claim (Info)

This is a series of checks of the information provided on the Annual Declaration against those details held on the original claim and any subsequent claim versions for the award period under review.

If there is evidence that the claimant has a particular type of income, for example, self employment and on their Annual Declaration these details are not indicated, this award will be deemed as being incompatible with the claim. An entry will be created on the ‘Unprocessed S17’ Work List with a reason of ‘Incompatible’.

If the claimant gave an estimate of income for PY-1 when they made their claim for tax credits, they will be asked to provide actual income for PY-1 when they complete their Annual Declaration (form TC603D2).

If there is evidence that the claimant had a particular type of income in PY-1 that is not indicated on the form TC603D2, the Annual Declaration will be deemed as being incompatible with the claim. An entry will be created on the ‘Unprocessed S17’ Work List with a reason of ‘PY-1 Incompatible’.

Follow the guidance in Unprocessed S17 Work List.