TCM1000007 - How to check for the correct award version

Version 1.0

Changes to previous version - new guidance

Step 1

On the ‘Worklist Entry Details’ screen

• select the relevant entry on the work list
• select ‘File’ on the toolbar
• select ‘Next Function’ from the options available. You will be taken to the ‘Work Management - Select Next Function’ screen
• select ‘Manage Finalisation’ from the options
• select ‘OK’ You will be taken to the ‘Select Tax Credit Period’ screen
• select the year of the claim that is to be finalised (normally PY)
• select ‘OK’. You will be taken to the ‘Manage Finalisation’ screen
• note the start and end date shown in the ‘Household Details’ field. This will tell you the correct award version
• select ‘Cancel’. You will be taken back to the ‘Function Menu’.