TAX CREDITS COURSES

Tax credits – the basics

This course is available on an in-house basis. Contact the training department for more details.

Child tax credit and working tax credit

LDCT0110       10.00am – 4.30pm      9 June 2010
LDCT0210       10.00am – 4.30pm      11 November 2010

Child tax credit and working tax credit can be booked as a two-day course with Calculating tax credits

Working tax credit supports low-waged workers. Child tax credit is part of the basic package of financial support for children. Advisers need to be equipped to advise on entitlement and know what to do when things go wrong. This course provides a detailed introduction, looking at who can get tax credits and how much, as well as considering the annual assessment. It is suitable for advisers who have limited or no experience of tax credits. The course covers:

• who is eligible for tax credits;
• how tax credits are calculated;
• assessment of income;
• claiming and getting paid;
• an overview of decision making and challenging decisions.

Level Standard
Tutors Michele Büyükertaş
CPD hours 5
NOS LA49

CPAG Publication

Welfare Benefits and Tax Credits Handbook

Email list

Sign up for our tax credits e-bulletin. Please note, we will not pass your details to anyone outside CPAG, and you can unsubscribe from the e-bulletin at any time.

Calculating tax credits

LDCW0110       10.00am – 4.30pm      10 June 2010
LDCW0210       10.00am – 4.30pm      12 November 2010

Calculating tax credits can be booked as a two-day course with Child tax credit and working tax credit.

Many factors can affect entitlement to tax credits through the year. This course uses a step-by-step approach illustrated with case studies to explain the tax credits calculation in detail. It looks at how tax credits are calculated when a claimant’s circumstances are not straightforward or when they change during the year. The course covers:

• calculating tax credits where there are changes in personal circumstances;
• calculating tax credits where there are changes in income;
• calculating changes in childcare costs.

This course is aimed at those who have an understanding of how to do a basic tax credits calculation, for example, from recently attending our Child tax credit and working tax credit course, or day five of Introduction to welfare rights. The course involves a lot of practical work leading to some challenging calculations.

Level Standard
Tutors Steve Johnson
CPD hours 5 
NOS LA49

CPAG Publication

Welfare Benefits and Tax Credits Handbook

Email list

Sign up for our tax credits e-bulletin. Please note, we will not pass your details to anyone outside CPAG, and you can unsubscribe from the e-bulletin at any time.

Tax credits problems new

LDTC0110       10.00am – 4.30pm        5 May 2010
LDTC0210       10.00am – 4.30pm        24 November 2010

This one-day course concentrates on problem areas relating to both overpayments, and appeals.

The course will cover the following areas in relation to overpayments:

• in brief, how overpayments arise, legal authority for recovery, discretionary powers of recovery;
• avoiding overpayments;
• technical overpayments;
• methods of recovery – deductions and repayment direct;
• challenging recovery – disputes and the code of practice;
• reducing the amount to be recovered;
• the importance of award notices;
• how the responsibilities test works in practice;

and will look at the following appeals issues:

• what decisions can be appealed
• appeal process – problems including communication, getting appeals accepted, delays;
• appeal hearings: evidence issues and submissions by HMRC
• settlements
• problems post appeal hearing.

Level Experienced
Tutor Beth Lakhani and Steve Johnson
CPD hours 5
NOS LA50  

CPAG Publication

Welfare Benefits and Tax Credits Handbook

Email list

Sign up for our tax credits e-bulletin. Please note, we will not pass your details to anyone outside CPAG, and you can unsubscribe from the e-bulletin at any time.

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