TCM1000577 - How to enter an issue date for an in year manual award declaration

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’
  • go to Step 2 

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’
  • go to Step 2 

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’
  • go to Step 2 

If you are taken straight to the ‘Household Details’ screen

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Step 2

On the ‘Household details’ screen

  • select ‘Continue’

    • you will be taken to the ‘Notice details’ screen

  • delete the In Year specified date (IYSD) in the In Year specified date field

Note: This must be done before you enter the issue date so that the new specified dates can be populated. Ensure both fields are blank before entering the issue date.

  • enter the date you are issuing the Award Declaration to the customer in the “Issue date’ field in the ‘Manual In Year S17 Notice’ box

  • select the ‘Issued to’ checkbox

    • this will automatically set the specified date
  • make a note of the new specified date on form TC648. These can be found in the ‘Specified date’ field

Note: Do not complete the ‘Manual Issue Date’ field in the ‘In Year S17 Notice’ box in the centre of the screen. This is used by the Manual Correspondence Team only.