Reporting overview 110-18120553

Item

Description

1

SU19D

Name - Reporting Statement (SU19) of 'Benefit Type'.

Benefit Type(s) - JobSeeker Payment (JSP).

Circumstance - Customers with activity type DSP (claiming Disability Support Pension (DSP)).

Issue - At date of commencement and from then on whenever a Reporting Statement (SU19) is lodged. Also whenever reporting frequency for customers who are not required to report is changed to 2 weekly or the pay code is changed.

2

Customised SU19

Name - Reporting Statement (SU19) of 'Benefit Type'

This is generated as a statement style letter. It is customised so that only questions relevant to the customer's circumstance are included. A covering letter will also be issued with the Reporting Statement (SU19).

Benefit Type(s) - JobSeeker Payment (JSP), Youth Allowance (YA), Special Benefit (SpB) (under JSP conditions), Parenting Payment single (PPS) with mutual obligation requirements.

Circumstance - For any reporting frequency and activity type except JSP/YA provisional customers.

Issue - At date of commencement and from then on whenever a Reporting Statement (SU19) is lodged. Also whenever the pay code is changed.

3

Reporting Statement, also known as the Multi Attachment Template (MAT) (ONSR)

An ONSR MAT is a MAT package that informs a customer to start or continue reporting and contains customer's future reporting dates.

A MAT may consist of one or more of the following:

• a cover letter
• a Reporting Statement advising of a customer's future reporting dates for the 12 week period (even if the customer is a variable reporter)

The MAT package can be issued to customers who report via self-managed service channels (except those customers reporting online or via Express Plus Mobile Apps).

Customers will be issued a MAT via Online Letters (OLL) if they subscribe to the Online Letters service.

Customers not subscribed to Online Letters but to Electronic Messaging may receive an electronic message in replacement of a MAT advising of the next 6 fortnights (if they are on 2 weekly reporting) they are due to report.

A MAT will be issued by post if a customer does not report online and is not subscribed to Online Letters.

Item

Description

1

Payments with mutual obligation requirements

The following payments have mutual obligation requirements:

• JobSeeker Payment (JSP)
• Parenting Payment Single (PPS) - youngest child 6 years or older
• Special Benefit (SpB) paid under JSP conditions
• Youth Allowance (YA) (job seeker)

Customers in receipt of one of these payments are still considered to be on a payment with mutual obligation requirements even if they have been temporarily exempted from these requirements (for example due to illness or undertaking an approved requirement such as a short course).

Farm Household Allowance (FHA) customers have mutual obligation requirements. However, they are not required to report their performance against those requirements. Their performance is monitored by a Farm Household Case Officer (FHCO) at quarterly reviews. FHA customers may have a 6 or 2 weekly reporting frequency, determined by the regularity of their income. See Assessing income for Farm Household Allowance (FHA).

2

Payments without mutual obligation requirements

The following payments do not have mutual obligation requirements:

• ABSTUDY as an Australian Apprentice
• Age Pension
• Austudy as an Australian Apprentice
• Carer Payment (CP)
• Disability Support Pension (DSP)
• Disaster Recovery Allowance (DRA)
• Parenting Payment Partnered (PPP)
• Parenting Payment Single (PPS) (except if youngest child is 6 years or older)
• Youth Allowance (YA) as an Australian Apprentice

Special Benefit (SpB) customers may also be considered to be in receipt of a non-activity tested payment type when they are not paid under JSP conditions. However, SpB customers, regardless of whether they are treated as activity or non-activity tested customers, will have an employment income reporting profile and will receive a Reporting Statement.

3

Students who require an Activity Test

The following payments require an Activity Test:

• Austudy
• Youth Allowance (YA)
• ABSTUDY

Item

Description

1

General reporting information for couples

If a customer has been profiled as an employment income reporter and has to report, the partner will usually be profiled as an employment income reporter and will also be required to report. Job seekers with mutual obligation requirements on variable reporting are subject to recipient notification rules and must report on their Entitlement Period End Day (EPED) if any change of circumstances occurs during the fortnight.

Also see Reporting or viewing partner income using the Centrelink Online Account or an App below.

2

Reporting profile: customer A and B both have mutual obligation requirements and 2 weekly reporters

Reporting by:

Customer A must report

Customer B must report

Effect on payment:

Customer A can be paid. Customer B must also report

Customer B can be paid. Customer A must also report

3

Reporting profile: customer A with mutual obligation requirements 2 weekly reporter and customer B Employment Income Reporter

Reporting by:

Customer A must report

Customer B reports

Effect on payment:

Customer A: both customers paid

Customer B: customer B can be paid. Customer A cannot be paid until they report

4

Reporting profile: customer A with mutual obligation requirements 2 weekly reporter and customer B not on payment

Reporting by:

Customer A must report

Customer B has no reporting requirement

Effect on payment:

Customer A paid

5

Reporting profile: customer A with mutual obligation requirements 2 weekly reporter and Employment Income Reporter and customer B Employment Income Reporter

Reporting by:

Customer A reports

Customer B reports

Effect on payment:

Customer A: both customers paid

Customer B: customer B can be paid. Customer A cannot be paid until they lodge/report

6

Reporting profile: customer A employment income reporter and customer B notification reporter

Reporting by:

Customer A reports

Customer B is subject to normal notification requirements

Effect on payment:

Customer A: can be paid. Customer B will be paid automatically each fortnight

Customer B: will be paid automatically each fortnight. Customer A must report

7

Reporting profile: customer A employment income reporter and customer B not on payment

Reporting by:

Customer A reports

Customer B has no reporting requirement

Effect on payment:

Customer A is paid

8

Reporting profile: customer A and B are notification reporters

Reporting by:

Customer A is subject to normal notification requirements

Customer B is subject to normal notification requirements

Effect on payment:

Both customers paid automatically each fortnight

9

Reporting profile: customer A notification reporter and customer B not on payments

Reporting by:

Customer A is subject to normal notification requirements

Customer B has no reporting requirement

Effect on payment:

Customer A: will be paid automatically each fortnight

10

Reporting or viewing partner income using the Centrelink Online Account or an App

The following principles apply:

• If Customer A is reporting first and their partner, Customer B, is only required to report because of earnings (an EAN statement reporter), Customer A’s report will also stimulate Customer B’s payment (their reporting task will be removed)
• If Customer A is reporting first and their partner, Customer B, is required to report because their payment has mutual obligation requirements (an SU19 statement reporter), Customer A’s report will not stimulate Customer B’s payment. Customer B will still be required to report before they are paid
• If a customer is reporting first and they do not have Partner Permitted to Enquire (PPE) or Partner Permitted to Update (PPU) permission for their partner’s record, they will not be able to see any pre-existing income or employer details recorded on their partner’s record. For example.
• Customer A is a notification reporter. They started getting employment income in the current instalment period and have reported this in the same instalment period (The notification of income also places them on a statement reporting requirement).
• Customer B has a statement reporting requirement and reports first on their reporting day. Customer B also starts to report employment income for this period. Although Customer A has had their income applied to their record as part of their notification report, as Customer B does not have PPE or PPU for Customer A’s record, they cannot see any employer or income details and will need to complete them by scratch (the system will ignore duplicated earnings amounts between the two reports)
• If the customer is the person reporting second, they will not need to complete or update any earnings their partner has already reported. For example.
• Customer A and Customer B are both SU19 reporters (they both need to report) and are both earning income. Customer A reports and has to declare both their own and Customer B’s income and hours.
• When Customer B goes to report the income Customer A reported for them will display, Customer B has the opportunity to amend the income if incorrect. The income Customer A reported for themselves will not be displayed to Customer B however Customer B will not be displayed, or required to supply any details for Customer A. (They will be displayed the message ‘You are not required to report for your partner at this time as they have completed their report.’)

For a comprehensive list of partnered customer reporting scenarios, see the Expanded partner reporting matrix.