This document outlines the steps to be taken when changing or deleting arrears of periodic compensation debt details.
Updating a variation in periodic compensation payments
Step |
Action |
1 |
Change to details + Read more ...
|
2 |
To change arrears of periodic compensation + Read more ...

Go to Compensation Management Summary screen. Select:
-
Periodic Payments
-
relevant Claim ID
-
Change Details under Arrears Details
The following fields will appear in edit mode and can be changed when needed:
-
Compensation Payer Incident Reference ID - key the reference number
-
Incident after CAP grant - can only be changed by the CRT: If:
-
Yes - treat compensation as ordinary income
-
No - treat compensation as direct deductions
-
Compensation paid in Australian currency: will default to 'Yes'. If 'No' is selected, complete the fields:
-
Country of Payments – select country from dropdown box
-
Foreign Amount - enter the amount paid in foreign currency
-
Exchange Rate - system will populate
-
Gross Amount ($AUD) - system will populate
-
Retrieve Exchange Data - available to change currency into $AUD
-
Change From Date and To Date: as compensation affects as a daily rate, the date of event is the date of effect:
-
To Date end date the previous rate
-
From Date key the actual date the rate changed
-
Leave the end date blank
-
Gross Amount change rate of payment and add a new line for new details
-
Payment Frequency select option from dropdown box
-
Reason ceased select option from dropdown box
-
Recipient Assessment Benefit/Pension Rate. Select option from dropdown box (this field must be completed when the customer has a partner)
-
Recipient Assessment Cap Qualified. Select option from dropdown box (this field must be completed when the customer has a partner)
Make manual amendments, if the arrears period is before 20 September 2001. Manually calculate and adjust the Assessment Results (AR) screen results:
-
Issued Advice: select option from drop down box
-
Advice issued automatically - automatically sends letters to the compensation payer and the customer
-
Advice issued manually where needed
-
Complete Source: and Receipt Date
-
Continue, the Compensation Management Summary screen will be displayed
Changes made in the Periodic Payment Arrears Details screen will save
|
3 |
To delete Arrears of Periodic Payments + Read more ...
Go to Compensation Management Summary screen. Select:
-
Periodic Payments
-
relevant Claim ID
-
Delete Details under Arrears Details
Delete checkbox/es will appear, select relevant line/s to be deleted
-
Complete Source: and Receipt Date
-
Select Continue. The AR screen will show
-
Deletions to the Periodic Payments Ongoing Details screen will save
-
Select Finalise to continue the activity
-
The Compensation Management Summary screen will show
Deletions made in the Periodic Payment Arrears Details screen will not save
|
4 |
To delete ongoing periodic compensation details + Read more ...
Go to Compensation Management Summary screen. Select:
-
Periodic Payments
-
relevant Claim ID
-
Delete Details under Ongoing Details
Delete checkbox/es will appear. Select relevant line/s to be deleted
-
Complete Source: and Receipt Date
-
Select Continue. The Assessment Results (AR) screen will show
-
Deletions to the Periodic Payments Ongoing Details screen will save
-
Select Finalise to continue the activity
-
The Compensation Management Summary screen will display
-
Select Back. The Compensation Management Summary screen will display
Deletions made in the Periodic Payment Arrears Details screen will not save
|
5 |
Check the Debt Management and Information System (DMIS) + Read more ...
A new debt creates in DMIS when a new charge completes. Check the debt on the Component Amount (OPCA) screen is correctly apportioned by:
-
component and
-
by the financial year in which the compensation affected payments (CAP) now being recovered were received
Once the charge is complete, ensure the debt raised because of the previous social security charge is adjusted or reduced.
If the debt is less than $50:
-
waive the debt
-
record the details in a Fast Note
|
6 |
The customer's tax details will need to be adjusted + Read more ...
If the period of adjustment covers a period prior to 1 July 2003 then a tax adjustment activity will be produced after the debt has been refunded. At that time an adjusted payment summary may be issued. For more information, see Adjusting amounts on a payment summary.
If the charge was deleted, reverse any tax or payment summary adjustment which was done for the original debt. See:
Record details on a Fast Note, include details of any tax or summary adjustments
Is the matter urgent and/or is a letter required to be given on the same day?
|