TCM1000602 | How to finalise an award in function maintain IY finalisation when working from a work list

From HM Revenue & Customs · Tax Credits Manual

Step 1

On the relevant work list

select the relevant work list item
select ‘File’ on the toolbar
select ‘Next Function’ from the options available. You will be taken to the ‘Select Next Function’ screen
select ‘Maintain IY Finalisation’
select ‘OK’. You will be taken to the ‘Maintain IY Finalisation’ screen
go to Step 2.

On the ‘Maintain IY Finalisation’ screen

select ‘Continue’ three times. You will be taken to the ‘Finalisation Details’ screen
select ‘Finalise’
select ‘TCO’ from the ‘Action Authority’ field and select the relevant option from the ‘Finalise’ field
select ‘OK’.

The award will be finalised on the information held.