Tax Credits: Current Forms, notices and checklists
Below you will find copies of current HMRC forms, notices and checklists relating to tax credits.
If you would like to see previous versions of these products or forms that are no longer produced you can find them in our archived forms, notices and checklists section. You can also find a full list of forms and letters used by HMRC in the tax credits manual on the HMRC website.
- TC600 notes (April 2016) - Notes that accompany the claim form
The latest version of the TC600 notes relates to claims for the 2013-2014 tax year. The notes show each page of the claim form and include information about how to complete it. It is advisable to keep a copy of the notes that were issued with any claim form which is submitted.
- TC956 (April 2016) - Disability helpsheet
The TC956 sets out the criteria for the disability element of working tax credit and severe disability element of working tax credit
- TC602SN (April 2016) - Award notice checklist
This checklist should be sent out with each tax credit award notice to help claimants check that the details on their notice is correct. It is an important document because HMRC often refer to it during disputes when determining whether a claimant has met their COP 26 responsibilities. The checklist also includes a list of changes that must be notified to HMRC and the responsibilities that claimants have in relation to their claim.
- TC603R (April 2016) - Renewal pack notes for annual review (auto-renewal cases)
These notes are sent out with the annual review forms in auto-renewal cases. You can find more information about who falls into the auto-renewal category in our renewals section
- TC603RD (April 2016) - Renewal pack notes for annual review and declaration (reply required cases)
These notes are sent out with the annual review and declaration forms where HMRC require a reply (the declaration) in order to finalise the claim for the year just ended and act as a claim for the new tax year. More information can be found in our renewals section.
- TC689 (March 2016) - Authority for an intermediary to act on behalf of their client
This is the authority form that must be used by intermediaries who wish to act on behalf of tax credits claimants. It is generally used by intermediaries such as Citizens Advice, Local Authority welfare rights and other voluntary advice agencies. Paid tax advisers use form TC64-8. You can find out more about the different ways of representing tax credits claimants in the acting on behalf of someone else section.
- TC825 (April 2016) - Working sheet to calculate tax credit relief for gift aid, pension contributions and trading losses
This working sheet is referred to in both the TC600 claim for notes and those accompanying renewal papers. It explains how to get relief against income for tax credits purposes for any gift aid contributions, pension contributions and trading losses.
- TC603UR (July 2016) - Ending your tax credits award because of a claim for Universal Credit.
This form is to be used if the pack contains an Award Review form only.
- TC603URD (April 2016) - Ending your tax credit award because of a claim for Universal Credit.
This form is to be used if the pack contains an Award Review form and an Award Declaration form.
- TC846 (April 2016) - Form to dispute a tax credits overpayment
This form can be used by claimants and advisers to dispute the recovery of a tax credits overpayment under COP26. For more information about the dispute process and other ways to challenge an overpayment see our section on overpayments.
- WTC/AP (July 2016) – Mandatory Reconsideration
HMRC have produced a factsheet which outlines the tax credits appeal process. This appeal form can be used to submit an appeal. For more information about the difference between an appeal and dispute and other ways of challenging an overpayment see our section on overpayments
- C/FS (February 2015) – Complaints Factsheet
HMRC have produced a factsheet which outlines the complaints process. More information can be found in our making a complaint section. Information about how complaints can be used in relation to overpayments and the difference between a complaint, appeal and dispute can be found in our challenging overpayments section.
NB - You can request printed versions of the following forms by calling the tax credits helpline on 0345 3003900 -
- TC689 - Authority for an intermediary to act
- TC825 - Working sheet for tax credits
- TC846 - Form to dispute overpayment
- TC956 - Disability helpsheet
Updated 4 January 2017