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HMRC internal manual

Tax Credits Manual

From
HM Revenue & Customs
Updated
, see all updates

How to find a customer’s In Year Specified Date

Step 1

On the ‘Function Menu’

  • select ‘In Year Finalisation’ on the toolbar
  • select ‘View In Year S17 Details’ from the options available. You will be taken to the ‘Key Entry Data - In Year S17 Notices’ screen
  • enter the customer’s NINO
  • select ‘OK’.

If you are taken to the ‘Select individual’ screen

  • select the relevant individual
  • select ‘OK’. You will be taken to the ‘View In Year Section 17 - Current Position’ screen, go to .

If you are taken to the ‘Select Household’ screen

  • select the relevant household
  • select ‘OK’. You will be taken to the ‘View In Year Section 17 - Current Position’ screen, go to .

Note: If the ‘View In year Section 17 - Current Signals’ screen displays, select ‘Cancel’.

If you are taken straight to ‘View In Year Section 17 - Current Position’ screen, go to .

Step 2

In ‘View In Year Section 17 - Current Position’ screen

To check the customer’s IYSD

  • select the relevant notice in the list box, select ‘Details. You will be taken to the ‘In Year Finalisation - View IY S17 - Notice Details’ screen.
  • check the ‘Key Dates’ box for the customer’s In Year Specified Date