TCM1000590 - How to find a customer鈥檚 In Year Specified Date - HMRC internal manual

HMRC internal manual

Tax Credits Manual

On the 鈥楩unction Menu鈥�

select 鈥業n Year Finalisation鈥� on the toolbar
select 鈥榁iew In Year S17 Details鈥� from the options available. You will be taken to the 鈥楰ey Entry Data - In Year S17 Notices鈥� 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
select 鈥極K鈥�. You will be taken to the 鈥榁iew In Year Section 17 - Current Position鈥� screen, go to Step 2.

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

select the relevant household
select 鈥極K鈥�. You will be taken to the 鈥榁iew In Year Section 17 - Current Position鈥� screen, go to Step 2.

Note: If the 鈥榁iew In year Section 17 - Current Signals鈥� screen displays, select 鈥楥ancel鈥�.

If you are taken straight to 鈥榁iew In Year Section 17 - Current Position鈥� screen, go to Step 2.

In 鈥榁iew In Year Section 17 - Current Position鈥� screen

To check the customer鈥檚 IYSD

select the relevant notice in the list box, select 鈥楧etails. You will be taken to the 鈥業n Year Finalisation - View IY S17 - Notice Details鈥� screen.
check the 鈥楰ey Dates鈥� box for the customer鈥檚 In Year Specified Date