TCM1000590 - How to find a customer’s In Year Specified Date
Step 1
On the ‘Function Menu’
- select ‘In Year Finalisation’ on the toolbar
- select ‘View In Year S17 Details’ from the options available. You will be taken to the ‘Key Entry Data - In Year S17 Notices’ screen
- enter the customer’s NINO
- select ‘OK’.
If you are taken to the ‘Select individual’ screen
- select the relevant individual
- select ‘OK’. You will be taken to the ‘View In Year Section 17 - Current Position’ screen, go to Step 2.
If you are taken to the ‘Select Household’ screen
- select the relevant household
- select ‘OK’. You will be taken to the ‘View In Year Section 17 - Current Position’ screen, go to Step 2.
Note: If the ‘View In year Section 17 - Current Signals’ screen displays, select ‘Cancel’.
If you are taken straight to ‘View In Year Section 17 - Current Position’ screen, go to Step 2.
Step 2
In ‘View In Year Section 17 - Current Position’ screen
To check the customer’s IYSD
- select the relevant notice in the list box, select ‘Details. You will be taken to the ‘In Year Finalisation - View IY S17 - Notice Details’ screen.
- check the ‘Key Dates’ box for the customer’s In Year Specified Date