Main Contents - Tax Credits Technical Manual (TCTM)


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Main Contents

TCTM01000Overview and Purpose
The purpose and structure of the Tax Credits Technical Manual (TCTM) / The purpose of CTC and WTC / How to claim or get more information / Contacting us about this manual
TCTM02000Entitlement
Residence rules / Immigration rules / CTC entitlement / WTC entitlement / WTC entitlement - qualifying remunerative work / WTC entitlement - disability element / WTC entitlement - child care element / WTC entitlement - 50 plus element
TCTM03000Maximum rates
Child Tax Credit / Working Tax Credit
TCTM04000Income
Calculation of income of claimant /General Deductions from Income / Employment Income rules / Pension income rules / Trading (self-employed) income / Social Security Benefit income / Student income / Investment income / Property income / Foreign income / Miscellaneous income / Notional income / Sums disregarded in the calculation of income
TCTM05000Change of circumstances
Introduction / Changes in circumstances that must be notified / Changes in circumstances that should be notified / Effective Dates of Changes in circumstances / Notifying a change in circumstances / Notifying a change to the information TCO hold / Who can notify a change in circumstances
TCTM06000Claims and Notifications
Making a Claim / Identifying the date of claim / Rejecting Claims / Claim Effective Date and Backdating / Backdating / Advanced claims / End of year (final notice) claims / Amending a claim / Withdrawing a claim / Special Needs / Appointees / Provision and Verification of a NINO
TCTM07000Calculation of entitlement
Introduction to award calculations / Overview of steps in an award calculation / Step 1 – establishing the award period and the relevant period / Step 2 – calculating the maximum tax credit entitlement for each relevant period / Step 3 - determining whether income needs to be taken into account and applying income tapers / Step 4 - calculating the total tax credit due for each relevant period / Definitions / Tax Credit Entitlements and Elements / Tax Credit Income Thresholds / Worked example
TCTM08000Payments
Introduction / Direct Payments / Overpayments
TCTM09000Abbreviations
TCTM11000Consolidated Tax Credit Legislation