TCM1000590 - How to find a customer’s In Year Specified Date
Step 1
On the ‘Function Menu�
- select ‘In Year Finalisation� on the toolbar
- select ‘View In Year S17 Details� from the options available. You will be taken to the ‘Key Entry Data - In Year S17 Notices� screen
- enter the customer’s NINO
- select ‘OK�.
If you are taken to the ‘Select individual� screen
- select the relevant individual
- select ‘OK�. You will be taken to the ‘View In Year Section 17 - Current Position� screen, go to Step 2.
If you are taken to the ‘Select Household� screen
- select the relevant household
- select ‘OK�. You will be taken to the ‘View In Year Section 17 - Current Position� 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.
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 Details� screen.
- check the ‘Key Dates� box for the customer’s In Year Specified Date