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HMRC internal manual

Tax Credits Manual

HM Revenue & Customs
, see all updates

How to access function Manage Finalisation

Version 1.0

Changes to previous version - new guidance

Step 1

On the ‘Function Menu’

  • select ‘Renewals’ on the toolbar
  • select ‘Manage Finalisation’ from the options available. You will be taken to the ‘Key Entry Data - Renewals’ screen
  • enter the customer’s NINO
  • select the ‘All’ checkbox
  • select ‘OK’. You will be taken to the ‘Select Tax Credit Period’ screen
  • select the relevant tax year that you need to work
  • select ‘OK’. You will be taken to function ‘Manage Finalisation’.