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FTB Additional Assessment (FTAA) screen 007-07100030

This page contains information on the Family Tax Benefit (FTB) Additional Assessment (FTAA) screen.

Family Tax Benefit (FTB) - Additional Assessment (FTAA) screen

Step	Action
1	FTAA screen + Read more ... Note: if the system does not automatically reduce the customer’s FTB Part A to base rate as expected, seek Local Peer Support. FTAA should only be updated when instructed to in Operational Blueprint. Action to take on the FTAA screen: To insert a forced base rate reason, go to Step 2 To end date a forced base rate reason, go to Step 3 To correct a forced base rate reason, go to Step 4 To delete a forced base rate reason, go to Step 5
2	Inserting a forced base rate reason + Read more ... In Customer First, on the FTAA screen complete the following fields: FTAA Effect date FTAA Action FTB(A) base rate reason FTAA Notes Complete the Source: and DOR: (Date of receipt) fields and press [Enter]. Finalise the activity on the Assessment Results (AR) screen. Record a DOC detailing that forced base rate has been added. DOC must include the reason. Procedure ends here.
3	End dating a forced base rate reason + Read more ... In Customer First, on the FTAA screen complete the following fields: FTAA Effect date FTAA Action FTAA Notes Complete the Source: and DOR: (Date of receipt) fields and press [Enter]. Finalise the activity on the Assessment Results (AR) screen. Record a DOC detailing that forced base rate has been ended. Procedure ends here.
4	Correcting an existing forced base rate reason + Read more ... FTB Part A forced base rate reasons should only be corrected when they have been incorrectly coded. If a customer's FTB Part A forced base rate reason has changed, new details should be inserted, go to Step 3. To correct details, In Customer First, on the FTAA screen, type 'C' next to the line that needs to be corrected. Complete the following fields: FTAA Effect date FTAA Action FTB(A) base rate reason FTAA Notes Complete the Source: and DOR: (Date of receipt) fields and press [Enter]. Finalise the activity on the Assessment Results (AR) screen. Record a DOC detailing that forced base rate has been corrected. Procedure ends here.
5	Deleting a forced base rate reason + Read more ... FTB Part A forced base rate reasons may be deleted when they should not have been coded. If the customer's details have changed, insert new details. In Customer First, on the FTAA screen, type 'D' next to the line that needs to be deleted. Type details in the Source: and DOR: (Date of receipt) fields. Press [Enter]. Confirm deletion by typing 'Y' and pressing [Enter]. The deleted line will display and be protected. Press [Enter] and complete the activity on the Assessment Results (AR) screen. Record a DOC detailing that forced base rate has been deleted due to incorrect coding.