TCM1000573 - How to finalise UY award

Step 1

On the Function Menu

  • select 鈥業Y Finalisation鈥� on the toolbar
  • select 鈥楳aintain In Year 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�.

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 function 鈥楬ousehold Details鈥�
  • go to Step 2.

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 function 鈥楬ousehold Details鈥�
  • go to Step 2.

If you are taken straight to the 鈥楬ousehold Details鈥� screen, go to Step 2.

Top of page

Step 2

On the 鈥楬ousehold Details鈥� screen

  • select 鈥榗ontinue鈥� until you get to the 鈥楩inalisation Details鈥� screen
  • select 鈥楩inalise鈥�. The 鈥榝inalise in year鈥� dialogue box will displayed
  • 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 鈥極K鈥�.