ATLAS – Adjustments back to 05th April 2011

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  • #38833
    Claire Moses
    Participant

    We have had a lot of cases where we are receiving ATLAS files and the tax credits are being removed from 05th April 2011

    We have contacted Tax Credits and they have advised it is because the renewal forms are not being returned. Tax Credits also advised that they are allowing customers 60 days to return the form and they will then adjust / re-instate tax credits back to 05th April if they get the form back to them within the 60 days.

    Until we realised there were a lot of cases, we were downloading the ATLAS files, removing tax credits and inserting a £999 income asking the customer what their change was (thinking it was an earnings change back to April)

    Can I please ask how others are dealing with this?

    #109869
    walmslm
    Participant

    Not sure if you’re on the same system but on Academy you can edit the ATLAS record effective date to the Monday following either notification / last paid date. When the tax credits are then re-instated you should get another ATLAS reocrd and any payments back to April will be classed as arrears.

    #109870
    Claire Moses
    Participant

    Thanks – yes we are on Academy

    Can I just ask though – if we only do it from the Monday following the date of notification, and the customer doesnt get their renewal in with tax credits within the 60 days, surely they wont then be awarded arrears and shouldnt be entitled to tax credits?

    My thought was that we should take the tax credits out because not returning the renewal form could indicate that the customer has had a significant change or just dont remember to return the form! I am just very wary of keeping tax credits in when they are not entitled – more so for the reason stated in the 1st paragraph above

    Does this make sense?

    #109871
    walmslm
    Participant

    But if they received the money from April until now then you have to include it on the claim. I don’t think there are any provisions in the regulations to remove it from the claim just because the tax credit office are now deeming that money to have been overpaid, the fact is the money was received and therefore must be taken into account in the HB/CTB calculation.

    #109875
    Claire Moses
    Participant

    Thanks again – totally understand you view point but I am still concerned that there could be an underlying reason why they have not provided their renewal form i.e. increase in earnings / other CIC

    Can I clarify then, your view is to amend from Monday following date of notification then if the customer returns the tax credits form and they re-assess, we follow their lead (in a nutshell!)?

    #109877
    walmslm
    Participant

    Yep thats it. If you wanted, you could always make your own investigation as to why the tax credit form has not been completed, maybe an attached letter with the new notifications or a telephone call / visit?

    #109878
    Claire Moses
    Participant

    Fab – thank you – its all making sense now!!

    #109879
    Anonymous
    Guest

    This is a copy of notes I have just issued to my staff. I waive my right to royalties 🙂

    This is the tax credit position:

    1. A tax credit award is made for a fixed period (most usually up to 31 March of the following year)
    2. At the end of that period the award does not stop. The customer is sent a “review form”
    3. When the award is finally reviewed (process starts after the end of the financial year) it may be retrospectively increased or decreased
    4. Any adjustment to tax credits is made from future awards
    5. If customer no longer entitled to tax credits they are billed for outstanding overpayments

    This is the HB position:

    1. HB uses the amount of tax credit the customer is getting now
    2. It follows that you can’t retrospectively adjust a tax credit award, because the customer wasn’t getting the revised amount at the time
    3. It also follows that you don’t put an end date in tax credit income unless the award stops. You can’t predict this in advance

    ATLAS is not handling this correctly. As the reprofiling awards are coming through the new amount is being inserted from last April, despite the fact there is an existing income. Please make sure that tax credit income is amended only from the date of change of the actual payment (the information should be there)

    #109880
    Claire Moses
    Participant

    Thanks ever so Chris – as you have waived your rights…………I shall issue to my staff! 😉

    #109881
    RobBox
    Participant

    We are taking change from paid to date, and ammending xml file which already holds this information, thanks Pete for that tip, to save assessment time checking CIS.

    ATLAS is so “Slick” :bigsmile:

    #109882
    Claire Moses
    Participant

    Hi

    Are you on Academy aswell? How do you change the xml file as I have just instructed staff to check CIS -so again, a time saver for us would be most welcome 🙂

    #109883
    RobBox
    Participant

    Hi Claire

    Load the xml into Atlas Manager as normal, ID the April terminations. Do a ‘find’ on the xml for the NINO of the relevant claims and then change records in the Atlas manager to reflect the paid to date.

    #109884
    Claire Moses
    Participant

    Great – thanks

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