TCM1000572 - How to access function Maintain In Year Finalisation

Step 1

On the 鈥楩unction Menu鈥�

  • select 鈥業n Year Finalisation鈥� on the toolbar
  • select 鈥楳aintain IY Finalisation鈥� from the options available. You will be taken to the 鈥楰ey Entry Data screen
  • enter the customer鈥檚 NINO
  • select 鈥極K鈥�. You will be taken to 鈥楬ousehold Details鈥� screen鈥�.

If you are taken to the 鈥楽elect individual鈥� screen

  • select the relevant individual that you need to work.
  • select 鈥極K鈥�. You will be taken to 鈥楬ousehold Details鈥� screen鈥�.

If you are taken to the 鈥楽elect household鈥� screen

  • select the relevant household that you need to work
  • select 鈥極K鈥�. You will be taken to 鈥楬ousehold Details鈥� screen鈥�.