Making and renewing a tax credits claim

Produced by Tolley
Making and renewing a tax credits claim

The following Personal Tax guidance note Produced by Tolley provides comprehensive and up to date tax information covering:

  • Making and renewing a tax credits claim
  • Migration of tax credits to Universal Credit
  • Making a claim for tax credits if entitled to severe disability premium
  • Renewing a claim for tax credits
  • Renewal deadlines for tax credits
  • 31 July deadline
  • 31 January deadline

Migration of tax credits to Universal Credit

New claims for tax credits are no longer possible as they have been replaced by the Universal Credit for all claimants except those entitled to severe disability premium. Existing claimants will continue to receive tax credits until they are migrated to the universal credit system. Migration will take place when a change in circumstances is reported.

See the Universal credit guidance note.

Making a claim for tax credits if entitled to severe disability premium

A new claim for tax credits can only be made by a claimant who is entitled to the severe disability premium. Details on the severe disability premium can be found on the GOV.UK website for disability premiums.

Where an individual is entitled to make new claim for tax credits, then they will need to call HMRC. Contact details can be found online how to claim tax credits.

If you have a form 64-8 in place for tax credits purposes, you can liaise with HMRC on your client’s behalf. However, you will be unable to liaise with HMRC until both form 64-8 and form TC689 have been submitted. See the GOV.UK website for a link to the form.

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