TCM1000159 - How to check if any subsequent year has been finalised

Version 1.0

Changes to previous version - new guidance

Step 1

On the 鈥楩unction Menu鈥�

  • select 鈥楻enewal鈥� on the toolbar
  • select 鈥榁iew S17 Details鈥� from the options available. You will be taken to the 鈥楰ey Entry Data - Renewals鈥� screen
  • enter the customer鈥檚 NINO
  • select the 鈥楢ll鈥� checkbox
  • select 鈥極K鈥�. You will be taken to the 鈥楽elect S17 Period鈥� screen
  • the status of each year is shown under 鈥楽tatus鈥�
  • make a note if any years following the year you are working have been finalised.

If you are taken to the 鈥楽elect Household鈥� screen

  • select the relevant household
  • select 鈥極K鈥�. You will be taken to the 鈥楽elect S17 Period鈥� screen
  • the status of each year is shown under 鈥楽tatus鈥�
  • make a note if any years following the year you are working have been finalised.