TCM1000572 - How to access function Maintain In Year Finalisation
Step 1
On the ‘Function Menu’
- select ‘In Year Finalisation’ on the toolbar
- select ‘Maintain IY Finalisation’ from the options available. You will be taken to the ‘Key Entry Data screen
- enter the customer’s NINO
- select ‘OK’. You will be taken to ‘Household Details’ screen’.
If you are taken to the ‘Select individual’ screen
- select the relevant individual that you need to work.
- select ‘OK’. You will be taken to ‘Household Details’ screen’.
If you are taken to the ‘Select household’ screen
- select the relevant household that you need to work
- select ‘OK’. You will be taken to ‘Household Details’ screen’.