Processing Manual Follow-up (MFU) tax activities for ABSTUDY third party debts 107-19061230

An ABSTUDY debt has been identified on the Tax Detailed Explanation web page.

From the Debt Adjustments line, note the:

• ABSTUDY Debt Id
• period of the debt
• debt amount

Access the ABSTUDY system by completing these fields:

• Nxt, key 'SVABY'
• Sys, key 'ISS'

Go to the Debt List (OPDL) screen.

Select the Debt ID and go to the OPMA screen.

Is there a Customer Reference Number (CRN) in the Addtnl Reference No field?

• Yes, note the CRN or refer to the Account Payable (OPAOD) screen for details on why the debt is payable. Go to Step 4
• No, and a third party debt has been established, go to Step 3

If the CRN is:

• not coded in Addtnl Reference No field, locate the third party CRN and update this field. Go to Step 4
• unable to be established, refer the debt to the business area responsible for the third party debt. The business area will need to code the additional reference number on the OPMA screen.

The system will recalculate the payment summary once the details are corrected.

If the MFU tax activity was due to:

• End of Financial Year processing, the payment summary will become available for request by the customer
• Retrospective changes, the amended payment summary will automatically issue via the customers preferred correspondence channel

Record details of the investigation, use Fast Note - select Auto text, use Debts > Updates > Tax MFU Actioned.

Procedure ends here.

Note the additional CRN and go to the LS screen.

Check for the CRN against the Parental Income Test (PIT) links.

A third party debt is for the child's entitlement raised on the customer. Confirm debt details are correct:

• go to the Tax Payment Summary (TXGS) screen
• key 'C' against the line to amend the debt > [Enter]
• when the Tax Payment Summary Details (TXGD) screen displays, zero out the negative amount of the reportable ABSTUDY debt, using reason 'ADM' > [Enter]
• finalise the activity on the Assessment Results (AR) screen

Any manual corrections are overridden when a tax calculation occurs for the financial year corrected.

Note: a common issue occurs where the customer receives a Benefit, and, receives a third party debt for the same benefit type. See the Resources page for an example and how to resolve.

Go to the child's CRN then to the TXGS screen.

Note the amounts for the financial year that refers to the debt. See Navigate to the Tax Detailed Explanation web page to view the Debt Adjustment for this Debt Id.

Does the debt from the parent's record reduce the Tax Year To Date (TXYTD) screen of the child's record?

• Yes. No further action is required on the child record. Go to Step 7
• No, the TXGD screen requires amendment, go to Step 6

Go to the TXGS screen:

• key 'C' against the financial year in which the debt relates > [Enter]
• when the Tax Payment Summary Details (TXGD) screen for the financial year selected displays, amend the ABSTUDY amount received by the amount of the debt using reason code 'OVP' > [Enter]
• complete the activity on the AR screen

Any manual corrections are overridden when a tax calculation occurs for the financial year corrected. Go to Step 7.

Issue the payment summary once the MFU tax activity has passed Quality On Line (QOL) checking.

See Safeguarding customer privacy when raising and recovering debts, before issuing the payment summary. Take the appropriate actions to protect the customer's privacy.

If the TXGS screen has been adjusted on both the parent/third party and child records, a new payment summary will need to be issued on both records.

To issue the payment summary:

• go to the TXGS screen and key 'I' (insert) against the line to be issued
• key 'Y' at Payment Summary > [Enter]
• complete the MFU tax activity
• record details, use Fast Note - select Auto text, use Debts > Updates > Tax MFU Actioned