TCM1000173 - How to check, establish the reason for, set or remove the Finalisation Inhibited signal
Note: The purpose of setting the 鈥楩inalisation Inhibited鈥� signal is to prevent the PY award from finalising to allow amendments to be made on the PY award. It will not be appropriate to set the 鈥楩inalisation Inhibited鈥� signal all year round.
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. You will be taken to the 鈥楰ey Entry Data - Applicant鈥� screen
Note: When this screen is first displayed, the 鈥楶eriod鈥� checkbox will be automatically populated and should not be changed.
- enter the customer鈥檚 NINO
- enter the relevant tax year in the 鈥楶eriod Dates鈥� field
- select 鈥極K鈥�.
If you are taken to the 鈥楽elect Household鈥� screen
- select the relevant household
- select 鈥極K鈥�. You鈥檒l be taken to the 鈥楳anage Finalisation鈥� screen
- go to Step 2.
If you are taken to the 鈥楽elect Tax Credit Period鈥� screen
- select the relevant period
- select 鈥極K鈥�. You鈥檒l be taken to the 鈥楳anage Finalisation鈥� screen
- go to Step 2.
If you are taken straight to the 鈥楳anage Finalisation鈥� screen, go to Step 2.
Step 2
On the 鈥楳anage Finalisation鈥� screen
- select 鈥楥ontinue鈥�. You will be taken to the 鈥楩inalisation Details鈥� screen
- go to Step 3.
Step 3
On the 鈥楩inalisation Details鈥� screen
If you need to set the 鈥楩inalisation Inhibited鈥� signal, go to Step 4.
If you need to remove the 鈥楩inalisation Inhibited鈥� signal, go to Step 5.
If you need to check whether the 鈥楩inalisation Inhibited鈥� signal has been set, the 鈥楩inalisation Inhibited鈥� checkbox will be selected in the 鈥業nhibit Finalisation鈥� box if the signal has been set.
If you need to establish the reason why the 鈥楩inalisation Inhibited鈥� signal has been set, check the 鈥楻eason鈥� field in the 鈥業nhibit Finalisation鈥� box. This will tell you the reason why the signal has been set.
Step 4
On the 鈥楩inalisation Details鈥� screen
- select the 鈥楩inalisation Inhibited鈥� checkbox in the 鈥業nhibit Finalisation鈥� box
- select the relevant option from the 鈥楢ctioned by鈥� field
- select the relevant option from the 鈥楻eason鈥� field
- select 鈥極K鈥�. The 鈥楩inalisation Inhibited鈥� signal will be set.
Step 5
On the 鈥楩inalisation Details鈥� screen
- select the 鈥楩inalisation Inhibited鈥� checkbox in the 鈥業nhibit Finalisation鈥� box to remove the tick
- select 鈥極K鈥�. The 鈥楩inalisation Inhibited鈥� signal will be removed.
Note: If you are working an HRR or UP renewal case return to your original guidance. Do not follow the actions below.
Note: Removing the 鈥楩inalisation Inhibited鈥� signal will not prompt the finalisation of the customer鈥檚 PY award. Where the S17 has been returned to HMRC you will need to finalise the customer鈥檚 PY award.
- select 鈥楶rocess鈥�. You will be taken to the 鈥楶rocess鈥� screen
- select 鈥楾CO鈥� from the 鈥楢ction Authority鈥� field
- select 鈥楢s Agreed鈥� from the 鈥楩inalise鈥� field
- select 鈥楩inalise鈥�
- where a warning message displays, select 鈥榊es鈥�
- where an error message displays, select 鈥極K鈥� or 鈥榊es鈥�, as appropriate
- you have finalised the PY award.