TCM1000603 | How to check if a case has been selected for In Year Finalisation
From HM Revenue & Customs · Tax Credits Manual
Step 1
On the ‘Function Menu’
select ‘IY Finalisation’ on the toolbar
select ‘View In Year S17 Details’ from the options available. You will be taken to the ‘Key Entry Data’ screen
enter the customer’s NINO
select ‘OK’
go to Step 2.
Step 2
If you are taken to the ‘Select Application’ screen
select the relevant claim
select ‘OK’
go to Step 3.
If you are taken to the ‘Select Award’ screen
select the relevant award period
select ‘OK’
go to Step 3.
If you are taken to the ‘View Claim Summary - Signals’ screen
select ‘Cancel’. You will be taken to the ‘In Year Finalisation - View S17 - Current Position’ screen
go to Step 3.
If the message ‘A claim marked for In Year Finalisation cannot be found’ displays
there is no claim selected for In Year Finalisation.
Step 3
On the ‘In Year Finalisation - View S17 - Current Position’ screen
an issue date will display in ‘IY S17 Notices’.