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HMRC internal manual

Tax Credits Manual

From
HM Revenue & Customs
Updated
, see all updates

How to check, establish the reason for, set or remove the Finalisation Inhibited signal

Note: The purpose of setting the ‘Finalisation Inhibited’ signal is to prevent the PY award from finalising to allow amendments to be made on the PY award. It will not be appropriate to set the ‘Finalisation Inhibited’ signal all year round.

Step 1

On the ‘Function Menu’

  • select ‘Renewal’ on the toolbar
  • select ‘Manage Finalisation’ from the options available. You will be taken to the ‘Key Entry Data - Applicant’ screen

Note: When this screen is first displayed, the ‘Period’ checkbox will be automatically populated and should not be changed.

  • enter the customer’s NINO
  • enter the relevant tax year in the ‘Period Dates’ field
  • select ‘OK’.

If you are taken to the ‘Select Household’ screen

  • select the relevant household
  • select ‘OK’. You’ll be taken to the ‘Manage Finalisation’ screen
  • go to .

If you are taken to the ‘Select Tax Credit Period’ screen

  • select the relevant period
  • select ‘OK’. You’ll be taken to the ‘Manage Finalisation’ screen
  • go to .

If you are taken straight to the ‘Manage Finalisation’ screen, go to .

Step 2

On the ‘Manage Finalisation’ screen

  • select ‘Continue’. You will be taken to the ‘Finalisation Details’ screen
  • go to .

Step 3

On the ‘Finalisation Details’ screen

If you need to set the ‘Finalisation Inhibited’ signal, go to .

If you need to remove the ‘Finalisation Inhibited’ signal, go to .

If you need to check whether the ‘Finalisation Inhibited’ signal has been set, the ‘Finalisation Inhibited’ checkbox will be selected in the ‘Inhibit Finalisation’ box if the signal has been set.

If you need to establish the reason why the ‘Finalisation Inhibited’ signal has been set, check the ‘Reason’ field in the ‘Inhibit Finalisation’ box. This will tell you the reason why the signal has been set.

Step 4

On the ‘Finalisation Details’ screen

  • select the ‘Finalisation Inhibited’ checkbox in the ‘Inhibit Finalisation’ box
  • select the relevant option from the ‘Actioned by’ field
  • select the relevant option from the ‘Reason’ field
  • select ‘OK’. The ‘Finalisation Inhibited’ signal will be set.

Step 5

On the ‘Finalisation Details’ screen

  • select the ‘Finalisation Inhibited’ checkbox in the ‘Inhibit Finalisation’ box to remove the tick
  • select ‘OK’. The ‘Finalisation Inhibited’ signal will be removed.

Note: Removing the ‘Finalisation Inhibited’ signal will not prompt the finalisation of the customer’s PY award. Where the S17 has been returned to HMRC you will need to finalise the customer’s PY award.

  • select ‘Process’. You will be taken to the ‘Process’ screen
  • select ‘TCO’ from the ‘Action Authority’ field
  • select ‘As Agreed’ from the ‘Finalise’ field
  • select ‘Finalise’
  • where a warning message displays, select ‘Yes’
  • where an error message displays, select ‘OK’ or ‘Yes’, as appropriate
  • you have finalised the PY award.