TCM1000572 - How to access function Maintain In Year Finalisation

Step 1

On the ‘Function Menu’

• select ‘In Year Finalisation’ on the toolbar
• select ‘Maintain IY Finalisation’ from the options available. You will be taken to the ‘Key Entry Data screen
• enter the customer’s NINO
• select ‘OK’. You will be taken to ‘Household Details’ screen’.

If you are taken to the ‘Select individual’ screen

• select the relevant individual that you need to work.
• select ‘OK’. You will be taken to ‘Household Details’ screen’.

If you are taken to the ‘Select household’ screen

• select the relevant household that you need to work
• select ‘OK’. You will be taken to ‘Household Details’ screen’.