SolvedTCM1000573 | How to finalise UY award
From HM Revenue & Customs · Tax Credits Manual
Step 1
On the Function Menu
select ‘IY Finalisation’ on the toolbar
select ‘Maintain In Year Finalisation’ from the options available. You will be taken to the ‘Key Entry Data screen
enter the customer’s NINO
select ‘OK’.
If you are taken to the ‘Select Individual’ screen
select the relevant individual that you need to work
select ‘OK’. You will be taken to function ‘Household Details’
go to Step 2.
If you are taken to the ‘Select Household’ screen
select the relevant household that you need to work
select ‘OK’. You will be taken to function ‘Household Details’
go to Step 2.
If you are taken straight to the ‘Household Details’ screen, go to Step 2.
Step 2
On the ‘Household Details’ screen
select ‘continue’ until you get to the ‘Finalisation Details’ screen
select ‘Finalise’. The ‘finalise in year’ dialogue box will displayed
select ‘TCO’ from the ‘Action Authority’ field
select ‘As Agreed’ from the ‘Finalise’ field
select ‘OK’.