TCM1000007 - How to check for the correct award version
Version 1.0
Changes to previous version - new guidance
Step 1
On the ‘Worklist Entry Details’ screen
- select the relevant entry on the work list
- select ‘File’ on the toolbar
- select ‘Next Function’ from the options available. You will be taken to the ‘Work Management - Select Next Function’ screen
- select ‘Manage Finalisation’ from the options
- select ‘OK’ You will be taken to the ‘Select Tax Credit Period’ screen
- select the year of the claim that is to be finalised (normally PY)
- select ‘OK’. You will be taken to the ‘Manage Finalisation’ screen
- note the start and end date shown in the ‘Household Details’ field. This will tell you the correct award version
- select ‘Cancel’. You will be taken back to the ‘Function Menu’.