TCM1000579 - How to change a customers in year specified date (IYSD)

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 function 鈥楬ousehold details鈥� screen.
  • go to Step 2.

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� screen.
  • 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� screen.
  • go to Step 2.

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

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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
  • enter new date select 鈥極K鈥�.