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HMRC internal manual

Tax Credits Manual

How to change a customers in year specified date (IYSD)

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 function ‘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 function ‘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 function ‘Household details’ screen.
  • go to Step 2.

If you are taken straight to the ‘Household Details’ screen, go to Step 2.

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Step 2

On the ‘Household Details’ screen

  • select ‘Continue’. You will be taken to the ‘Notice details’ screen
  • enter new date select ‘OK’.