SolvedTCM1000576 | How to In Year Finalise after an appeal has closed
From HM Revenue & Customs · Tax Credits Manual
Step 1
On the ‘Function Menu’
select ‘IY Finalisation’ on the toolbar
select ‘Maintain IY 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 ‘Household Details’ screen’
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 ‘Household Details’ screen’
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 ‘Appeals’ from the ‘Action Authority’ field
select ‘As Agreed’ from the ‘Finalise’ field
select ‘OK’
Note: If an error message does not display after you have selected ‘Finalise’, the award will be finalised.
Note: If an error message displays after you have selected ‘Finalise’, select ‘OK’ or ‘Yes’ as appropriate. The award will be finalised.