Reporting overview 110-18120553
Expand allThis document provides an overview of reporting requirements.
On this page:
Change in reporting requirements
Failed cancellation Manual follow up (MFU)
Determine reporting frequency
Table 1
Action | |
Check for mutual obligation requirementsIs the customer receiving a payment that has mutual obligation requirements (regardless of any exemptions)? Check the Activity and Exemption Summary (AEX) screen in Process Direct to confirm. This does not include ABSTUDY, Austudy or Youth Allowance (YA) students. For Farm Household Allowance (FHA) customers, see Reporting Requirements in Assessing income for Farm Household Allowance (FHA).
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Check eligibility for variable reportingRefer to Reporting requirements for customers receiving a payment with mutual obligation requirements to check if the customer is eligible for variable reporting. Does the customer satisfy the variable reporting criteria?
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Check for employment incomeDoes the customer or partner have employment income? Note: to report employment income before departure or while overseas, see Recording and correcting employment income. To report income earned overseas, see Foreign income and assets.
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Customer is a 2 weekly reporterThe customer must report every 2 weeks in order to receive payment, unless the only income that is paid meets a MTE exception. The customer can view their future reporting periods in their online account on the Next reporting periods page.
If the customer fails to report, they will not receive payment. Genuine attempts must be made to transition customers to report via self service options before assisted reporting is completed, unless an Exception applies. Exceptions to 2 weekly reporting Customers in receipt of Disability Support Pension (DSP) (Blind) or Age Pension (Blind) will be notification reporters and are not required to declare income unless they are claiming Rent Assistance (RA). Partners of these customers, who are not exempt from the income and assets test, will be subject to normal reporting conditions and consideration should be given to placing them on 2 weekly reporting. Procedure ends here. | |
Customer is a variable reporterVariable or 'Statement' reporters will continue to be paid every fortnight based on circumstances that are known. They must also submit a reporting statement at regularly determined intervals. The customer must report changes to their:
These changes might affect their payment on the EPED for the period that the change occurred. If the customer fails to report by their due date, payment may be cancelled and/or a debt may be raised. Procedure ends here. | |
Customer is a notification reporterThe customer must report any changes to their income or any other circumstances within 14 days. The customer will continue to be paid every fortnight based on the circumstances that are known. If the customer fails to report a change in income within 14 days, they might be overpaid, and a debt may be raised. Customers can advise any changes to their circumstances:
Notification customers with continuous employment income can advise of changes using self service options. Customers can:
Service Officers will only need to action these changes where they are unable to auto complete due to:
Youth Allowance (YA) and Austudy students If currently a notification reporter, customers can use self service options to advise of changes, including:
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The customer may have to:Change in reporting requirements
Table 2: This table outlines how to change a customer’s reporting requirements.
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Change in circumstancesA change in circumstances can mean a customer needs their reporting requirements changed. If the customer or their partner:
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Customer or partner start paid work and need to be placed onto two weekly statement reportingDo not set new statement reporting requirements on the RPRD screen in any system. Where it is necessary to amend reporting requirements in RPRD, staff must use the RPRD screen in Customer First. Do not use Process Direct to add or change reporting requirements, as this may apply an incorrect start date to the requirement. Do not overwrite a future reporting start date using the RPRD screen as this may apply a reporting requirement without the necessary notification period. Check if the customer:
Procedure ends here. | |
Customer or partner stop receiving employment income and request statement reporting requirements are removedIf the customer or their partner receives a payment with mutual obligation requirements, see Reporting requirements for customers receiving a payment with mutual obligation requirements. A customer cannot be turned off statement reporting until they have been paid all outstanding amounts. Do not set new statement reporting requirements on the RPRD screen in any system. Where it is necessary to amend reporting requirements in RPRD, staff must use the RPRD screen in Customer First. Do not use Process Direct to add or change reporting requirements, as this may apply an incorrect start date to the requirement. Check if the customer:
Procedure ends here. |
Failed cancellation Manual follow up (MFU)
Table 3
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Failed cancellation Manual Follow Up (MFU)When a customer fails to report within 14 days from their report due date, their payment will automatically cancel Failed to report (FRP). Where this automatic cancellation fails to occur, a MFU activity will be created and allocated to Service Officers via Workload Manager (WLM) as a ZIAM_REA_FAILCAN work item. Review the record to determine the most appropriate outcome and complete the MFU:
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