TCM1000448 - How to finalise and/or renew a claim after an appeal has been closed

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
  • select ‘OK’
  • enter the customer’s NINO
  • select ‘OK’.

If you’re taken to the ‘Select Tax Credit Period’ screen

  • select the relevant award
  • select ‘OK’. You’ll be taken to the ‘Manage Finalisation’ screen
  • go to Step 2.

If you’re taken straight to the ‘Manage Finalisation’ screen, go to Step 2.

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Step 2

If you’re finalising an award only, go to Step 3.

If you’re finalising and renewing an award, go to Step 4.

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Step 3

On the ‘Manage Finalisation’ screen

  • select ‘Process’. You’ll be taken to the ‘Process’ screen
  • select ’Appeals’ from the ‘Action Authority’ field
  • select ‘As Agreed’ from the ‘Finalise’ field

  • select

    • ‘Finalise’ (if CY has already generated an initial award status)

    or

    • ‘Finalise and Renew’ (if CY is still at provisional award status)
  • the award will be finalised on the information held.

If an error message doesn’t display after you’ve selected ‘Finalise’, the award will be finalised.

If an error message displays after you’ve selected ‘Finalise’, select ‘OK’ or ‘Yes’ as appropriate. The award will be finalised and renewed.

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Step 4

On the ‘Manage Finalisation’ screen

  • select ‘Process’. You will be taken to the ‘Process’ screen
  • select ’Appeals’ from the ‘Action Authority’ field
  • select ‘As Agreed’ from the ‘Finalise and Renew’ field
  • select ‘Finalise and Renew’. The award will be finalised on the information held.

If an error message doesn’t display after you’ve selected ‘Finalise and Renew’, the award will be finalised.

If an error message displays after you’ve selected ‘Finalise and Renew’, select ‘OK’ or ‘Yes’ as appropriate. The award will be finalised and renewed.