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HMRC internal manual

Tax Credits Manual

How to finalise PY and renew CY using Manage Finalise

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 ‘OK’. You will be taken to the ‘Manage Finalisation’ screen
  • select ‘Process’. 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’
    If a warning message displays, select ’OK’ or ‘Yes’, as appropriate, to continue your action
    If the ‘finalise and renew’ option is greyed out
    • select ‘Finalise’
    • select ‘Full Reply’ from the ‘Finalise’ field
    • select ‘Finalise’
      If a warning message displays, select ‘Yes’ to continue your action
    • revisit the case after 48 hours to Renew
    • select ’Renew’
    • select ‘Full Reply’ from the ‘Renew’ field
    • select ’Renew’
      If a warning message displays, select ’Yes’ to continue your action