TCM1000590 | How to find a customer’s In Year Specified Date

From HM Revenue & Customs · Tax Credits Manual

Step 1

On the ‘Function Menu’

select ‘In Year Finalisation’ on the toolbar
select ‘View In Year S17 Details’ from the options available. You will be taken to the ‘Key Entry Data - In Year S17 Notices’ screen
enter the customer’s NINO
select ‘OK’.

If you are taken to the ‘Select individual’ screen

select the relevant individual
select ‘OK’. You will be taken to the ‘View In Year Section 17 - Current Position’ screen, go to Step 2.

If you are taken to the ‘Select Household’ screen

select the relevant household
select ‘OK’. You will be taken to the ‘View In Year Section 17 - Current Position’ screen, go to Step 2.

Note: If the ‘View In year Section 17 - Current Signals’ screen displays, select ‘Cancel’.

If you are taken straight to ‘View In Year Section 17 - Current Position’ screen, go to Step 2.

In ‘View In Year Section 17 - Current Position’ screen

To check the customer’s IYSD

select the relevant notice in the list box, select ‘Details. You will be taken to the ‘In Year Finalisation - View IY S17 - Notice Details’ screen.
check the ‘Key Dates’ box for the customer’s In Year Specified Date