TCM1000173 - How to check, establish the reason for, set or remove the Finalisation Inhibited signal

Note: The purpose of setting the 鈥楩inalisation Inhibited鈥� signal is to prevent the PY award from finalising to allow amendments to be made on the PY award. It will not be appropriate to set the 鈥楩inalisation Inhibited鈥� signal all year round.

Step 1

On the 鈥楩unction Menu鈥�

  • select 鈥楻enewal鈥� on the toolbar
  • select 鈥楳anage Finalisation鈥� from the options available. You will be taken to the 鈥楰ey Entry Data - Applicant鈥� screen

Note: When this screen is first displayed, the 鈥楶eriod鈥� checkbox will be automatically populated and should not be changed.

  • enter the customer鈥檚 NINO
  • enter the relevant tax year in the 鈥楶eriod Dates鈥� field
  • select 鈥極K鈥�.

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

  • select the relevant household
  • select 鈥極K鈥�. You鈥檒l be taken to the 鈥楳anage Finalisation鈥� screen
  • go to Step 2.

If you are taken to the 鈥楽elect Tax Credit Period鈥� screen

  • select the relevant period
  • select 鈥極K鈥�. You鈥檒l be taken to the 鈥楳anage Finalisation鈥� screen
  • go to Step 2.

If you are taken straight to the 鈥楳anage Finalisation鈥� screen, go to Step 2.

Step 2

On the 鈥楳anage Finalisation鈥� screen

  • select 鈥楥ontinue鈥�. You will be taken to the 鈥楩inalisation Details鈥� screen
  • go to Step 3.

Step 3

On the 鈥楩inalisation Details鈥� screen

If you need to set the 鈥楩inalisation Inhibited鈥� signal, go to Step 4.

If you need to remove the 鈥楩inalisation Inhibited鈥� signal, go to Step 5.

If you need to check whether the 鈥楩inalisation Inhibited鈥� signal has been set, the 鈥楩inalisation Inhibited鈥� checkbox will be selected in the 鈥業nhibit Finalisation鈥� box if the signal has been set.

If you need to establish the reason why the 鈥楩inalisation Inhibited鈥� signal has been set, check the 鈥楻eason鈥� field in the 鈥業nhibit Finalisation鈥� box. This will tell you the reason why the signal has been set.

Step 4

On the 鈥楩inalisation Details鈥� screen

  • select the 鈥楩inalisation Inhibited鈥� checkbox in the 鈥業nhibit Finalisation鈥� box
  • select the relevant option from the 鈥楢ctioned by鈥� field
  • select the relevant option from the 鈥楻eason鈥� field
  • select 鈥極K鈥�. The 鈥楩inalisation Inhibited鈥� signal will be set.

Step 5

On the 鈥楩inalisation Details鈥� screen

  • select the 鈥楩inalisation Inhibited鈥� checkbox in the 鈥業nhibit Finalisation鈥� box to remove the tick
  • select 鈥極K鈥�. The 鈥楩inalisation Inhibited鈥� signal will be removed.

Note: If you are working an HRR or UP renewal case return to your original guidance. Do not follow the actions below.

Note: Removing the 鈥楩inalisation Inhibited鈥� signal will not prompt the finalisation of the customer鈥檚 PY award. Where the S17 has been returned to HMRC you will need to finalise the customer鈥檚 PY award.

  • select 鈥楶rocess鈥�. You will be taken to the 鈥楶rocess鈥� screen
  • select 鈥楾CO鈥� from the 鈥楢ction Authority鈥� field
  • select 鈥楢s Agreed鈥� from the 鈥楩inalise鈥� field
  • select 鈥楩inalise鈥�
  • where a warning message displays, select 鈥榊es鈥�
  • where an error message displays, select 鈥極K鈥� or 鈥榊es鈥�, as appropriate
  • you have finalised the PY award.