TCM1000578 - How to check, establish the reason for, set or remove the Finalisation Inhibited signal

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’.

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 go to Step 2.

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 go to Step 2.

If you are taken straight to the ‘Household Details’ screen, go to Step 2.

Step 2

On the ‘Household Details’ screen

  • select ‘Continue’ until you reach the ‘Finalisation Details’ screen
  • go to Step 3.

Note: you may also navigate to the correct screen by making their selection from the drop down box in ‘Navigation Menu’

Top of page

Step 3

On the ‘Finalisation Details’ screen

If you need to set the ‘Finalisation Inhibited’ signal then:

  • Check whether the ‘Finalisation Inhibited’ signal has been set, the ‘Finalisation Inhibited’ checkbox will be selected in the ‘Inhibit Finalisation’ box if the signal has been set.

If you need to establish the reason why the ‘Finalisation Inhibited’ signal has been set, check the ‘Reason’ field in the ‘Inhibit Finalisation’ box. This will tell you the reason why the signal has been set.

If you need to set the ‘Finalisation Inhibited’ signal then, go to Step 4.

If you need to remove the ‘Finalisation Inhibited’ signal, go to Step 5.

Top of page

Step 4

On the ‘Finalisation Details’ screen

  • select the ‘Finalisation Inhibited’ checkbox in the ‘Inhibit Finalisation’ box
  • select the relevant option from the ‘Actioned by’ field
  • select the relevant option from the ‘Reason’ field
  • enter date - pending BPPT testing
  • select ‘OK’. The ‘Finalisation Inhibited’ signal will be set.

Top of page

Step 5

On the ‘Finalisation Details’ screen

  • select the ‘Finalisation Inhibited’ checkbox in the ‘Inhibit Finalisation’ box to remove the tick
  • select the relevant option from the ‘Actioned by’ field
  • select ‘OK’. The ‘Finalisation Inhibited’ signal will be removed.