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HMRC internal manual

Tax Credits Manual

How to finalise an award in function maintain IY finalisation when working from a work list

Step 1

On the relevant work list

  • select the relevant work list item
  • select ‘File’ on the toolbar
  • select ‘Next Function’ from the options available. You will be taken to the ‘Select Next Function’ screen
  • select ‘Maintain IY Finalisation’
  • select ‘OK’. You will be taken to the ‘Maintain IY Finalisation’ screen
  • go to Step 2.

Step 2

On the ‘Maintain IY Finalisation’ screen

  • select ‘Continue’ three times. You will be taken to the ‘Finalisation Details’ screen
  • select ‘Finalise’
  • select ‘TCO’ from the ‘Action Authority’ field and select the relevant option from the ‘Finalise’ field
  • select ‘OK’.

The award will be finalised on the information held.