TCM1000007 - How to check for the correct award version

Version 1.0

Changes to previous version - new guidance

Step 1

On the 鈥榃orklist Entry Details鈥� screen

  • select the relevant entry on the work list
  • select 鈥楩ile鈥� on the toolbar
  • select 鈥楴ext Function鈥� from the options available. You will be taken to the 鈥榃ork Management - Select Next Function鈥� screen
  • select 鈥楳anage Finalisation鈥� from the options
  • select 鈥極K鈥� You will be taken to the 鈥楽elect Tax Credit Period鈥� screen
  • select the year of the claim that is to be finalised (normally PY)
  • select 鈥極K鈥�. You will be taken to the 鈥楳anage Finalisation鈥� screen
  • note the start and end date shown in the 鈥楬ousehold Details鈥� field. This will tell you the correct award version
  • select 鈥楥ancel鈥�. You will be taken back to the 鈥楩unction Menu鈥�.