TCM1000205 - How to finalise PY
Version 1.0
Changes to previous version - new guidance
Step 1
On the ‘Function Menu’
- select ‘Renewal’ on the toolbar
- select ‘Manage Finalisation’ from the options available. You will be taken to the ‘Key Entry Data - Applicant’ screen
- enter the customer’s NINO
- select the relevant checkbox
- select ‘OK’.
If you are taken to the ‘Select Household’ screen
- select the relevant household
- select ‘OK’. You will be taken to the ‘Manage Finalisation’ screen
- go to Step 2.
If you are taken to the ‘Select Tax Credit Period’ screen
- select the relevant award
- select ‘OK’. You will be taken to the ‘Manage Finalisation’ screen
- go to Step 2.
If you are taken straight to the ‘Manage Finalisation’ screen, go to Step 2.
Step 2
On the ‘Manage Finalisation’ screen
- select ‘Process’. You will be taken to the ‘Process’ screen
- select ‘TCO’ from the ‘Action Authority’ field
- select ‘As Agreed’ from the ‘Finalise’ field
- select ‘Finalise’
- where a warning message displays, select ‘Yes’
- where an error message displays, select ‘OK’ or ‘Yes’, as appropriate
- you have finalised the PY award.