TCM1000116 - How to access function Manage Finalisation

Version 1.0

Changes to previous version - new guidance

Step 1

On the 鈥楩unction Menu鈥�

  • select 鈥楻enewals鈥� on the toolbar
  • select 鈥楳anage Finalisation鈥� from the options available. You will be taken to the 鈥楰ey Entry Data - Renewals鈥� screen
  • enter the customer鈥檚 NINO
  • select the 鈥楢ll鈥� checkbox
  • select 鈥極K鈥�. You will be taken to the 鈥楽elect Tax Credit Period鈥� screen
  • select the relevant tax year that you need to work
  • select 鈥極K鈥�. You will be taken to function 鈥楳anage Finalisation鈥�.