TCM1000590 - How to find a customer’s In Year Specified Date

Step 1

On the ‘Function Menu�

  • select ‘In Year Finalisationâ€� on the toolbar
  • select ‘View In Year S17 Detailsâ€� from the options available. You will be taken to the ‘Key Entry Data - In Year S17 Noticesâ€� screen
  • enter the customer’s NINO
  • select ‘OKâ€�.

If you are taken to the ‘Select individual� screen

  • select the relevant individual
  • select ‘OKâ€�. You will be taken to the ‘View In Year Section 17 - Current Positionâ€� screen, go to Step 2.

If you are taken to the ‘Select Household� screen

  • select the relevant household
  • select ‘OKâ€�. You will be taken to the ‘View In Year Section 17 - Current Positionâ€� screen, go to Step 2.

Note: If the ‘View In year Section 17 - Current Signals� screen displays, select ‘Cancel�.

If you are taken straight to ‘View In Year Section 17 - Current Position� screen, go to Step 2.

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Step 2

In ‘View In Year Section 17 - Current Position� screen

To check the customer’s IYSD

  • select the relevant notice in the list box, select ‘Details. You will be taken to the ‘In Year Finalisation - View IY S17 - Notice Detailsâ€� screen.
  • check the ‘Key Datesâ€� box for the customer’s In Year Specified Date