TCM1000183 - How to check if previous year (PY) is finalised

Step 1

On the ‘Function Menu’

• select ‘Award’ on the toolbar
• select ‘View’ from the options available. You will be taken to the ‘Key Entry Data’ screen
• enter the customer’s NINO
• select the ‘All’ checkbox
• select ‘OK’. You will be taken to the ‘Select Award’ screen
• check if the previous year has ‘Finalised’ in the ‘Award Type’ column.

Note: The definition of a ‘Finalised’ award is

‘Final Act’

‘Final Man’

‘Final As Act’

‘Final Est’