TCM1000159 - How to check if any subsequent year has been finalised

Version 1.0

Changes to previous version - new guidance

Step 1

On the ‘Function Menu’

• select ‘Renewal’ on the toolbar
• select ‘View S17 Details’ 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 S17 Period’ screen
• the status of each year is shown under ‘Status’
• make a note if any years following the year you are working have been finalised.

If you are taken to the ‘Select Household’ screen

• select the relevant household
• select ‘OK’. You will be taken to the ‘Select S17 Period’ screen
• the status of each year is shown under ‘Status’
• make a note if any years following the year you are working have been finalised.