TCM1000584 - How to Process an Award Declaration - HMRC internal manual

TCM1000584 - How to Process an Award Declaration

select 鈥業n Year Finalisation鈥� on the toolbar
select 鈥楥apture In Year S17 Finalisation鈥� from the options available. You will be taken to the 鈥楰ey Entry Data - screen
enter the customer鈥檚 NINO or Barcode (if you are dealing with a manual in year Declaration)
select 鈥橭K鈥�

If you鈥檙e taken to 鈥楽elect Household鈥�

select the relevant household, click 鈥極K鈥�. You鈥檒l be taken to the 鈥業ncome and Benefits鈥� screen go to Step 2听

If you鈥檙e taken straight to the Income and Benefits screen, go to Step 2.

On the 鈥業ncome and Benefits鈥� screen

Note: If a warning message box appears take a note of the message, click 鈥極K鈥�

Note: The calculation of the UY award will result in a UY award status of 鈥楩inalised鈥� and an award type of 鈥楩inalised Actual鈥�.

Note: If the customer hasn鈥檛 selected either box on the Declaration to confirm their circumstances were correct, select the 鈥楽OC - Yes鈥� checkbox

select reason for In Year Finalisation either a completed reply or forced finalisation
check & delete any entries on the IYS17 Unfinalised work list
check the 鈥榊es鈥� box in the 鈥楽ignature field鈥�
select 鈥楶aper鈥� or 鈥楾elephone鈥� in 鈥楽ource鈥�, whichever is correct
select 鈥楶rocess鈥�
end of action.