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HMRC internal manual

Tax Credits Manual

From
HM Revenue & Customs
Updated
, see all updates

How to finalise PY

Version 1.0

Changes to previous version - new guidance

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
  • enter the customer’s NINO
  • select the relevant checkbox
  • select ‘OK’.

If you are taken to the ‘Select Household’ screen

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

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

  • select the relevant award
  • select ‘OK’. You will 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 ‘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.