TCM1000448 - How to finalise and/or renew a claim after an appeal has been closed

Version 1.0

Changes to previous version - new guidance.

Step 1

On the 鈥楩unction Menu鈥�

  • select 鈥楻enewal鈥� on the toolbar
  • select 鈥橫anage Finalisation鈥� from the options available
  • select 鈥極K鈥�
  • enter the customer鈥檚 NINO
  • select 鈥極K鈥�.

If you鈥檙e taken to the 鈥楽elect Tax Credit Period鈥� screen

  • select the relevant award
  • 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鈥檙e taken straight to the 鈥楳anage Finalisation鈥� screen, go to Step 2.

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Step 2

If you鈥檙e finalising an award only, go to Step 3.

If you鈥檙e finalising and renewing an award, go to Step 4.

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Step 3

On the 鈥楳anage Finalisation鈥� screen

  • select 鈥楶rocess鈥�. You鈥檒l be taken to the 鈥楶rocess鈥� screen
  • select 鈥橝ppeals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� (if CY has already generated an initial award status)

    or

    • 鈥楩inalise and Renew鈥� (if CY is still at provisional award status)
  • the award will be finalised on the information held.

If an error message doesn鈥檛 display after you鈥檝e selected 鈥楩inalise鈥�, the award will be finalised.

If an error message displays after you鈥檝e selected 鈥楩inalise鈥�, select 鈥極K鈥� or 鈥榊es鈥� as appropriate. The award will be finalised and renewed.

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Step 4

On the 鈥楳anage Finalisation鈥� screen

  • select 鈥楶rocess鈥�. You will be taken to the 鈥楶rocess鈥� screen
  • select 鈥橝ppeals鈥� from the 鈥楢ction Authority鈥� field
  • select 鈥楢s Agreed鈥� from the 鈥楩inalise and Renew鈥� field
  • select 鈥楩inalise and Renew鈥�. The award will be finalised on the information held.

If an error message doesn鈥檛 display after you鈥檝e selected 鈥楩inalise and Renew鈥�, the award will be finalised.

If an error message displays after you鈥檝e selected 鈥楩inalise and Renew鈥�, select 鈥極K鈥� or 鈥榊es鈥� as appropriate. The award will be finalised and renewed.