TCM1000579 | How to change a customers in year specified date (IYSD)
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 function ‘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 function ‘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 function ‘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’. You will be taken to the ‘Notice details’ screen
enter new date select ‘OK’.