TCM1000017 - How to finalise PY and renew CY using Manage Finalise

Note: You must ensure the PY income is correct on NTC using Actual Income for employment (or RTI if this figure is correct), Benefits in Kind and Taxable Social Security Benefits.

Actual or Estimated for Self- Employed or Other income can be used when working cases prior to 2SD.

If working the case after 2SD you can only accept actual incomes.

Step 1

On the 鈥楩unction Menu鈥�

  • select 鈥楻enewal鈥� on the toolbar
  • select 鈥楳anage Finalisation鈥� from the options available
  • enter the customer鈥檚 National Insurance number on the 鈥楰ey Entry Data鈥� screen
  • select 鈥極K鈥�. You will be taken to the 鈥楳anage Finalisation鈥� screen
  • select 鈥楶rocess鈥�. You will be taken to the 鈥楶rocess鈥� screen, go to step 2

Step 2

If the 鈥楩inalise and Renew鈥� option is available, go to step 3

If 鈥楻enew鈥� is the only option available, go to step 4

If 鈥楩inalise鈥� is the only option available, go to step 5

Step 3

  • select 鈥楾CO鈥� from the 鈥楢ction Authority鈥� options available
  • select 鈥楩ull Reply鈥� from the 鈥楩inalise and Renew鈥� field
  • select 鈥楩inalise and Renew鈥�

If a warning message displays, select 鈥極K鈥� or 鈥榊es鈥�, as appropriate, to continue your action

Step 4 {#}

  • select 鈥楾CO鈥� from the 鈥楢ction Authority鈥� options available
  • select 鈥楩ull Reply鈥� from the 鈥楻enew鈥� field
  • select 鈥楻enew鈥� button

If a warning message displays, select 鈥極K鈥� or 鈥榊es鈥�, as appropriate, to continue your action

  • BF the case for 48 hours to allow the CY award to process therefore preventing the claim from terminating

Step 5 {#}

Note: Check if the CY award has processed, if not BF for a further 24 hours, otherwise

  • select 鈥楾CO鈥� from the 鈥楢ction Authority鈥� options available
  • select 鈥楩ull Reply鈥� from the 鈥楩inalise鈥� field
  • select 鈥楩inalise鈥� button

If a warning message displays, select 鈥極K鈥� or 鈥榊es鈥�, as appropriate, to continue your action