Income statements and detailed income and asset statements 101-09020060

There are several statements available to customers that has their income and asset details, including:

• Income statements
• Detailed income and asset statements
• Centrelink statements

The type of statement to be issued will depend on what information the customer needs. If a statement is needed:

• to give to a business to assess their eligibility for a concession, rebate or service from the business:
• Issue an Income statement or Detailed income and asset statement. Go to Step 3
• to show the income and asset information that directly affects their rate of Centrelink payment and entitlement (that is, assessable amounts):
• Issue a Centrelink statement. Procedure ends here
• for their partner, go to Step 2

Partner income details do not display on Income statements. Customers can ask for a partner’s Income statement if:

• the partner is currently receiving an income support payment (CUR or SUS), and
• there is a 'Y' in the Person Permitted to Enquire (PPE) indicator on the partner’s record

Partner Income statements can be issued through the same channels as the customer, go to Step 3.

If a request is made directly to staff, Service Officers must issue the partner’s Income statement from the partner’s Centrelink record.

Customers can get an Income statement or a Detailed income and asset statement:

Online: registered customers can access their information or use the Request a document service online. See Centrelink documents and appointments options online

Express Plus Centrelink app: customers can request a copy of their Income statement from their mobile device. See Accessing and using Centrelink self service

Phone self service: customers can request to have an Income statement posted to their mailing address

In person: customers can attend the service centre to request a copy of their Income statement

Calling a Smart Centre: customers can phone to request a copy of their Income statement

In Process Direct:

• Key START in the Super Key
• Select the Income Statement workflow from the Task Selector
• Select Request Income and Assets (OMRC)
• Select Start
• Select Issue income statement
• Confirmation date:
• Automatically defaults to today's date. A current statement will issue
• If the customer asks for an historical statement (for a payment period in the past), select the calendar. Change the date to the actual payment date for that period
  Note: historical statements are only available for dates back to 1 July of the previous financial year
• Select Print location:
• Local print to print the statement to a local printer (check printer details have defaulted to the appropriate printer). Print locally if the customer wants the statement faxed, or
• Central print to send it to central print. The Income statement is posted or electronically delivered to the customer's online letters inbox (if they are subscribed to online letters)
• Select Print to issue the Income statement
• An automatic DOC generates
• Procedure ends here

If Process Direct is unavailable, manually issue the statement, see Table 2, Item 1.

Third Party Organisation and Housing Authority statements

If the customer asks for a copy of an Income statement for a Third Party Organisation or a Housing Authority re-issue the statement from the History Summary (HS) screen in Customer First. See Viewing or reissuing a letter or electronic message.

In Process Direct:

• Key START in the Super Key
• Select the Income Statement workflow from the Task Selector
• Select Request Income and Assets (OMRC)
• Select Start
• Select Issue detailed income and asset statement
• Confirmation date automatically defaults to today's date. Note: the date must not be changed to a past date as this will result in an Income statement being issued, not a Detailed income and asset statement
• Select Print location:
• Local print to print the statement to a local printer (check printer details have defaulted to the appropriate printer), or
• Central print to send it to central print. The Income Statement is posted or electronically delivered to the customer's online letters inbox (if they are subscribed to online letters)
• Select Print to issue the Detailed Income Statement
• An automatic DOC generates
• Procedure ends here

If Process Direct is unavailable, manually issue the statement, see Table 2, Item 2.

Third Party Organisation or Housing Authority statements

If the customer asks for a copy of an Income statement for a Third Party Organisation or a Housing Authority re-issue the statement from the History Summary (HS) screen in Customer First. See Viewing or reissuing a letter or electronic message.

If Process Direct is unavailable, manually issue the statement to a customer from the OMRC screen in Customer First:

• Print location - select a print method:
• Local print to print the statement to a local printer. Print locally if the customer wants the statement faxed, or
• Central print to send it to central print which will be posted or electronically delivered to the customer's online letters inbox
• Issue Statement Type - select ‘Issue Income Statement’
• Confirm print - select checkbox
• Printer - enter the required printer ID
• Confirmation date - insert the date the Income statement is required for:
• current statements, enter a date using 'T' for Today or 'Y' for Yesterday
• a historical statement, enter a past date (back to 1 July of the previous financial year)
• Select Continue and the Income statement will be issued to the customer
• Record the details in a DOC

If the customer asks for the Income statement to be sent by fax, locally print the statement and fax. See Faxing letters using Outlook and Customer First.

If Process Direct is unavailable, manually issue the statement to a customer from the OMRC screen in Customer First:

• Print location- select a print method:
• Local print to print the statement to a local printer, or
• Central print to send it to central print which will be posted or delivered to the customer's online letters inbox electronically
• Issue Statement Type - select Issue Detailed Income and Asset Statement
• Confirm print - select checkbox
• Printer - enter the required printer ID
• Confirmation date - insert the date the Income statement is required for:
• current statements, enter a date using 'T' for Today. Note: the date must not be changed to a past date as this will result in an Income statement being issued, not a Detailed income and asset statement
• Select Continue and the Detailed income and asset statement will be issued to the customer
• Record the details in a DOC

If the customer asks for the Detailed income and asset statement to be sent by fax, locally print the statement and fax. See Faxing letters using Outlook and Customer First.