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

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Requesting access to the Tax Adjustment Details (TXAJ) screen

Table 1

Item

Description

1

Request access to the TXAJ screen

To request access go to the ICT Security Portal (ISP):

  • select Request Resource
  • in the Reason field, add a request reason
  • in Search Criteria under the Categories sub-heading, select the magnifying glass icon
  • find Mainframe Application and select '+' for more sub-headings
  • select Income Security
  • in the Containing field, key ‘TXAJ’
  • select Search
  • find TXAJ – ACCESS TO TXAJ SCREEN IN ISIS in Search Results and use '>' to move it to Resources to Request
  • select Submit

Correcting the TXGD screen when the benefit type paid to the third party is the same as the third party debt

This table contains a common error that occurs when a customer with a debt incurs a third party debt of the same benefit type. See the example below for appropriate steps to take.

Item

Description

1

Scenario

In the 2019/20 financial year, Sally (the third party):

  • was receiving ABSTUDY
  • has an ABSTUDY debt, incurred from a retrospective income and asset (I&A) update
  • has a third party debt, also for ABSTUDY, for payments incorrectly made via another customers' record. In this case, Sally is the parent/legal guardian of the other customer

2

What does the system do?

The system will reduce the customer's Payment Summary for both of these debts.
This is not correct as the customer is receiving the payment on behalf of somebody else.
It does not make up part of the customer's taxable earning.
Their taxable earning include only the payments they are eligible for.

3

Common error made when actioning this type of MFU

What is the common error made when actioning this type of MFU?

The ABSTUDY Smart Centre Processing Officer or Service Officer actioning the MFU, incorrectly zeroes the negative amount, in full.

4

Corrective action

Reduce the negative amount on the ABSTUDY Benefit line by the amount of the third party debt.

Sally's case:

  • ABSTUDY payments received in the 2019/20 financial year is $2,000
  • Debt incurred due to retrospective I&A updates is $1,500
  • Third party debt raised for incorrect payment made via another customer record is $5,000

TXGS/TXGD:

  • will show a negative amount of $4,500
  • should show a positive amount of $500

What the ABSTUDY Smart Centre Processing Officer or Service Officer needs to do:

  • Amend TXGD to reflect a credit (positive amount) of $500

The result should be the total amount of ABSTUDY Sally was entitled to receive for that year. The third party payment does not make up any of Sally's entitlement or taxable earnings.

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