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HMRC internal manual

Tax Credits Manual

From
HM Revenue & Customs
Updated
, see all updates

How to check if a case has been selected for In Year Finalisation

Step 1

On the ‘Function Menu’

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

Step 2

If you are taken to the ‘Select Application’ screen

  • select the relevant claim
  • select ‘OK’
  • go to .

If you are taken to the ‘Select Award’ screen

  • select the relevant award period
  • select ‘OK’
  • go to .

If you are taken to the ‘View Claim Summary - Signals’ screen

  • select ‘Cancel’. You will be taken to the ‘In Year Finalisation - View S17 - Current Position’ screen
  • go to .

If the message ‘A claim marked for In Year Finalisation cannot be found’ displays

  • there is no claim selected for In Year Finalisation.

Step 3

On the ‘In Year Finalisation - View S17 - Current Position’ screen

  • an issue date will display in ‘IY S17 Notices’.