TCM1000205 - How to finalise PY

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 鈥楳anage Finalisation鈥� from the options available. You will be taken to the 鈥楰ey Entry Data - Applicant鈥� screen
  • enter the customer鈥檚 NINO
  • select the relevant checkbox
  • 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 will 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 award
  • select 鈥極K鈥�. You will 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.

Top of page

Step 2

On the 鈥楳anage Finalisation鈥� screen

  • 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.