TCM1000159 - How to check if any subsequent year has been finalised

Version 1.0

Changes to previous version - new guidance

Step 1

On the ‘Function Menu�

  • select ‘Renewalâ€� on the toolbar
  • select ‘View S17 Detailsâ€� from the options available. You will be taken to the ‘Key Entry Data - Renewalsâ€� screen
  • enter the customer’s NINO
  • select the ‘Allâ€� checkbox
  • select ‘OKâ€�. You will be taken to the ‘Select S17 Periodâ€� screen
  • the status of each year is shown under ‘Statusâ€�
  • make a note if any years following the year you are working have been finalised.

If you are taken to the ‘Select Household� screen

  • select the relevant household
  • select ‘OKâ€�. You will be taken to the ‘Select S17 Periodâ€� screen
  • the status of each year is shown under ‘Statusâ€�
  • make a note if any years following the year you are working have been finalised.