TCM1000577 - How to enter an issue date for an in year manual award declaration

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�
  • go to Step 2听

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�
  • go to Step 2听

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�
  • go to Step 2听

If you are taken straight to the 鈥楬ousehold Details鈥� screen

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Step 2

On the 鈥楬ousehold details鈥� screen

  • select 鈥楥ontinue鈥�

    • you will be taken to the 鈥楴otice details鈥� screen

  • delete the In Year specified date (IYSD) in the In Year specified date field

Note: This must be done before you enter the issue date so that the new specified dates can be populated. Ensure both fields are blank before entering the issue date.

  • enter the date you are issuing the Award Declaration to the customer in the 鈥淚ssue date鈥� field in the 鈥楳anual In Year S17 Notice鈥� box

  • select the 鈥業ssued to鈥� checkbox

    • this will automatically set the specified date
  • make a note of the new specified date on form TC648. These can be found in the 鈥楽pecified date鈥� field

Note: Do not complete the 鈥楳anual Issue Date鈥� field in the 鈥業n Year S17 Notice鈥� box in the centre of the screen. This is used by the Manual Correspondence Team only.