SolvedTCM1000448 | How to finalise and/or renew a claim after an appeal has been closed
From HM Revenue & Customs · Tax Credits Manual
Version 1.0
Changes to previous version - new guidance.
Step 1
On the ‘Function Menu’
select ‘Renewal’ on the toolbar
select ’Manage Finalisation’ from the options available
select ‘OK’
enter the customer’s NINO
select ‘OK’.
If you’re taken to the ‘Select Tax Credit Period’ screen
select the relevant award
select ‘OK’. You’ll be taken to the ‘Manage Finalisation’ screen
go to Step 2.
If you’re taken straight to the ‘Manage Finalisation’ screen, go to Step 2.
Step 2
If you’re finalising an award only, go to Step 3.
If you’re finalising and renewing an award, go to Step 4.
Step 3
On the ‘Manage Finalisation’ screen
select ‘Process’. You’ll be taken to the ‘Process’ screen
select ’Appeals’ from the ‘Action Authority’ field
select ‘As Agreed’ from the ‘Finalise’ field
select
‘Finalise’ (if CY has already generated an initial award status)
or
‘Finalise and Renew’ (if CY is still at provisional award status)
the award will be finalised on the information held.
If an error message doesn’t display after you’ve selected ‘Finalise’, the award will be finalised.
If an error message displays after you’ve selected ‘Finalise’, select ‘OK’ or ‘Yes’ as appropriate. The award will be finalised and renewed.
Step 4
On the ‘Manage Finalisation’ screen
select ‘Process’. You will be taken to the ‘Process’ screen
select ’Appeals’ from the ‘Action Authority’ field
select ‘As Agreed’ from the ‘Finalise and Renew’ field
select ‘Finalise and Renew’. The award will be finalised on the information held.
If an error message doesn’t display after you’ve selected ‘Finalise and Renew’, the award will be finalised.
If an error message displays after you’ve selected ‘Finalise and Renew’, select ‘OK’ or ‘Yes’ as appropriate. The award will be finalised and renewed.