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Step 1

• select ‘In Year Finalisation’ on the toolbar
• select ‘Capture In Year S17 Finalisation’ from the options available. You will be taken to the ‘Key Entry Data - screen
• enter the customer’s NINO or Barcode (if you are dealing with a manual in year Declaration)
• select ’OK’

If you’re taken to ‘Select Household’

• select the relevant household, click ‘OK’. You’ll be taken to the ‘Income and Benefits’ screen go to Step 2Ìý

If you’re taken straight to the Income and Benefits screen, go to Step 2.

Step 2

On the ‘Income and Benefits’ screen

Note: If a warning message box appears take a note of the message, click ‘OK’

• complete the screen with the information provided

Note: The calculation of the UY award will result in a UY award status of ‘Finalised’ and an award type of ‘Finalised Actual’.

• select ‘Continue’, you will be taken to the ‘Declaration’ screen
• check the ‘Statement of Circumstances’ (SOC) tick box

Note: If the customer hasn’t selected either box on the Declaration to confirm their circumstances were correct, select the ‘SOC - Yes’ checkbox

• select reason for In Year Finalisation either a completed reply or forced finalisation
• check & delete any entries on the IYS17 Unfinalised work list
• check the ‘Yes’ box in the ‘Signature field’
• select ‘Paper’ or ‘Telephone’ in ‘Source’, whichever is correct
• select ‘Process’
• end of action.