This course is for advisers who are familiar with the software for completing benefit calculations and who have a good knowledge of the welfare benefit system but may not completely understand how Tax Credit awards are calculated or how to input client’s financial data.
To enable advisers to have a better understanding of Tax Credit entitlement, be more familiar with the Tax Credit screens and options that can be selected within QBC, and also be better able to explain how a client’s award has been calculated.
This course will help advisers to understand:
This 2½ hour training session will comprise a PowerPoint presentation going through the Tax Credits criteria, identifying which elements can be awarded and when. We will be looking at the impact of reduced or increased in-year income and what options might be available at the end of entitlement. We will then provide an online practical demonstration showing the Tax Credit screens.
A complete set of slides of the presentation will be provided at the end of the course.