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Family assistance reconciliation and lump sum claim screens 007-11070000



This document outlines how to view details of Family Tax Benefit (FTB) and Child Care Benefit (CCB) reconciliation and lump sum claim assessment, and annual Child Care Rebate (CCR) calculation on a customer's record. All CCB/CCR references relate to financial years prior to 2018/2019.

Status and calculation details

The family assistance reconciliation and lump sum claim screens enable Service Officers to view the status and calculation details of:

  • reconciliation of FTB and CCB for a financial year
  • FTB or CCB lump sum claim for a previous financial year
  • annual CCR calculation after CCB reconciliation/CCB lump sum claim has been finalised for the relevant financial year

Reconciliation screens

For reconciliation, the screens show the difference between the amount the customer was paid during the year based on their estimated income and their actual FTB or CCB entitlement worked out using their actual income and changes in circumstances during the year. If details have changed since reconciliation, the screens will show the difference between the latest reconciliation and the previous reconciliation result.

For lump sum claims, the screens show how a customer's FTB or CCB lump sum entitlement was calculated. If details have changed since the claim was finalised, the screens will show the difference between the latest calculation and the previous calculation.

The screens are accessed from the FAO Reconciliation and Claim Summary (FRCS) screen. FTB reconciliation and lump sum claim details can be viewed on this screen.

Child Care Subsidy (CCS) reconciliation

CCS is reconciled in Process Direct. For information, see Reconciliation of Child Care Subsidy (CCS).

Contents

Family Tax Benefit (FTB) reconciliation and lump sum claim calculation screens

Child Care Benefit (CCB) reconciliation and lump sum claim calculation screens

Manual intervention screens

Australian Taxation Office (ATO) lump sum Family Tax Benefit (FTB) claim screens

Customer enquires about Family Tax Benefit (FTB) reconciliation or lump sum claim

Customer enquires about Child Care Subsidy (CCS)

Reconciliation of Child Care Subsidy (CCS)

Family Tax Benefit (FTB) reconciliation or lump sum claim pending

Child Care Benefit (CCB) reconciliation or lump sum claim pending

Reconciliation of Family Tax Benefit (FTB)

Reconciliation of Child Care Benefit (CCB) for approved care

Processing Family Tax Benefit (FTB) lump sum claims

Reassessment of Australian Taxation Office (ATO) lump sum Family Tax Benefit (FTB) claims