TCM1000577 | How to enter an issue date for an in year manual award declaration

From HM Revenue & Customs · Tax Credits Manual

Step 1

On the ‘Function Menu’

select ‘In Year 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’
- you will be taken to ‘Household Details’ screen’
go to Step 2

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.

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Step 2

On the ‘Household details’ screen

select ‘Continue’
- you will be taken to the ‘Notice details’ screen
delete the In Year specified date (IYSD) in the In Year specified date field

Note: This must be done before you enter the issue date so that the new specified dates can be populated. Ensure both fields are blank before entering the issue date.

enter the date you are issuing the Award Declaration to the customer in the “Issue date’ field in the ‘Manual In Year S17 Notice’ box
select the ‘Issued to’ checkbox
- this will automatically set the specified date
make a note of the new specified date on form TC648. These can be found in the ‘Specified date’ field

Note: Do not complete the ‘Manual Issue Date’ field in the ‘In Year S17 Notice’ box in the centre of the screen. This is used by the Manual Correspondence Team only.