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.
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.