SolvedTCM1000578 | How to check, establish the reason for, set or remove the Finalisation Inhibited signal
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’.
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 reach the ‘Finalisation Details’ screen
go to Step 3.
Note: you may also navigate to the correct screen by making their selection from the drop down box in ‘Navigation Menu’
Step 3
On the ‘Finalisation Details’ screen
If you need to set the ‘Finalisation Inhibited’ signal then:
Check whether the ‘Finalisation Inhibited’ signal has been set, the ‘Finalisation Inhibited’ checkbox will be selected in the ‘Inhibit Finalisation’ box if the signal has been set.
If you need to establish the reason why the ‘Finalisation Inhibited’ signal has been set, check the ‘Reason’ field in the ‘Inhibit Finalisation’ box. This will tell you the reason why the signal has been set.
If you need to set the ‘Finalisation Inhibited’ signal then, go to Step 4.
If you need to remove the ‘Finalisation Inhibited’ signal, go to Step 5.
Step 4
On the ‘Finalisation Details’ screen
select the ‘Finalisation Inhibited’ checkbox in the ‘Inhibit Finalisation’ box
select the relevant option from the ‘Actioned by’ field
select the relevant option from the ‘Reason’ field
enter date - pending BPPT testing
select ‘OK’. The ‘Finalisation Inhibited’ signal will be set.
Step 5
On the ‘Finalisation Details’ screen
select the ‘Finalisation Inhibited’ checkbox in the ‘Inhibit Finalisation’ box to remove the tick
select the relevant option from the ‘Actioned by’ field
select ‘OK’. The ‘Finalisation Inhibited’ signal will be removed.