TCM1000116 - How to access function Manage Finalisation
Version 1.0
Changes to previous version - new guidance
Step 1
On the ‘Function Menu’
- select ‘Renewals’ on the toolbar
- select ‘Manage Finalisation’ from the options available. You will be taken to the ‘Key Entry Data - Renewals’ screen
- enter the customer’s NINO
- select the ‘All’ checkbox
- select ‘OK’. You will be taken to the ‘Select Tax Credit Period’ screen
- select the relevant tax year that you need to work
- select ‘OK’. You will be taken to function ‘Manage Finalisation’.