TCM1000579 - How to change a customers in year specified date (IYSD)
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 function ‘Household details’ screen.
- go to Step 2.
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 function ‘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 function ‘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’. You will be taken to the ‘Notice details’ screen
- enter new date select ‘OK’.