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HMRC internal manual

Tax Credits Manual

From
HM Revenue & Customs
Updated
, see all updates

How to finalise PY and renew CY using Manage Finalise

Version 1.0

Changes to previous version - new guidance

Step 1

On the ‘Function Menu’

  • select ‘Renewal’ on the toolbar
  • select ‘Manage Finalisation’ from the options available
  • enter the customer’s National Insurance number on the ‘Key Entry Data’ screen
  • select the ‘OK’ button. You will be taken to the ‘Manage Finalisation’ screen
  • select the ‘Process’ button. You will be taken to the ‘Process’ screen
  • select ‘TCO’ from the ‘Action Authority’ options available
  • select ‘Full Reply’ from the ‘Finalise and Renew’ field
  • select ‘Finalise and Renew’
  • where you are presented with a warning message, select the ‘OK’ or ‘Yes’ button as appropriate to continue your action
  • where you find that the ‘finalise and renew’ button is greyed out

    • select the ‘Finalise’ button
    • select ‘Full Reply’ from the ‘Finalise’ field
    • select the ‘Finalise’ button
    • where you are then presented with a warning message, select the ‘Yes’ button to continue your action.