TCM1000576 - How to In Year Finalise after an appeal has closed

Step 1

On the 鈥楩unction Menu鈥�

  • select 鈥業Y Finalisation鈥� on the toolbar

  • select 鈥楳aintain IY Finalisation鈥� from the options available

    • you will be taken to the 鈥楰ey Entry Data screen
  • enter the customer鈥檚 NINO
  • select 鈥極K鈥�

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

  • select the relevant individual that you need to work

  • select 鈥極K鈥�

    • you will be taken to 鈥楬ousehold Details鈥� screen鈥�
  • go to Step 2听

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

  • select the relevant household that you need to work

  • select 鈥極K鈥�

    • you will be taken to 鈥楬ousehold Details鈥� screen鈥�
  • go to Step 2听

If you are taken straight to the 鈥楬ousehold Details鈥� screen

Top of page

Step 2

On the 鈥楬ousehold details鈥� screen

  • select 鈥榗ontinue鈥� until you get to the 鈥榝inalisation details鈥� screen

  • select 鈥楩inalise鈥�

    • the 鈥榝inalise in year鈥� dialogue box will displayed
  • select 鈥楢ppeals鈥� from the 鈥楢ction Authority鈥� field
  • select 鈥楢s Agreed鈥� from the 鈥楩inalise鈥� field
  • select 鈥極K鈥�

Note: If an error message does not display after you have selected 鈥楩inalise鈥�, the award will be finalised.

Note: If an error message displays after you have selected 鈥楩inalise鈥�, select 鈥極K鈥� or 鈥榊es鈥� as appropriate. The award will be finalised.