Family Tax Benefit (FTB) reconciliation and lump sum claim calculation screens 007-11070010

Family Tax Benefit (FTB) reconciliation can be viewed using the FRCS screen and manually navigating to reconciliation screens using the navigation link on each screen.

The calculation status on the FRCS screen displays the status of reconciliation and lump sum claims for each financial year.

To view top-up or lump sum payment details, including parked payments, go to the Payment Summary (PS) screen using Super Key.

To check and view reconciliation pending reasons from the FRCS screen, go to Step 2.

To investigate reconciliation results from the FRCS screen via the:

• FTB Calculation Results (FACRF) screen, go to Step 3
• FTB Supplement Summary (FSUP) screen, go to Step 15
• FAO Top-Up Action (FTUA) screen, go to Step 16
• FTB Withholding for Debt Recovery - CLK (FWDC) screen, go to Step 17
• FAO Reconciliation Manual Adjustment (FRMA) screen, go to Step 18
• FTB Manual Intervention (FAMIV) screen, go to Step 19

For more information on:

• Incorrect blended family percentage used, go to Step 20
• Override Maintenance Income (MNOI) screen, go to Step 21

On the FRCS screen, select the Reconciliation Pending line. The navigation link displays FAO Non Lodger Details (FNLD) and FTB Lump Sum and Reconciliation Pending (LRPF) screens.

• Select the LRPF screen to display the reason FTB reconciliation or the customer's lump sum claim has not been finalised, and whose income details are still required
• Go back to the FRCS screen, select the Reconciliation Pending line and select the FNLD screen. This screen displays the tax lodgement status

For more information on pending reasons, see Family Tax Benefit (FTB) reconciliation or lump sum claim pending.

On the FRCS screen, select the appropriate reconciliation/lump sum claim results to go to the FACRF screen using the navigation link.

• For FTB reconciliation, it shows for each period:
• the customer's legislative rate
• whether a payment choice applied
• the amount paid
• the reconciliation or re-reconciliation result, and
• the difference between this assessment and the amount paid during the year or in the previous reconciliation
• For FTB lump sum claims, for each period it shows:
• the calculation amount, or
• the recalculation amount, and
• the difference between the latest calculation and the previous calculation

From the FACRF screen, select the relevant period. To go to the:

• FTB Late Lodger Top-Up Summary (FLLTS) screen, go to Step 4
• FTB Component Calculation Result (FCCR) screen, go to Step 5
• FTB Calculation Period Assessment Part A (FCPAA) screen, go to Step 6
• FTB Calculation Period Assessment SIFS (FCPAS) screen, go to Step 7
• FTB Reconciliation Type Assessment (FRTA) screen, go to Step 8

The FLLTS screen displays:

• Total calculated result before any adjustments are made, i.e. the amount they would have been entitled to had they not been a late lodger or late notifier
• Inhibited amount (INHBT): the amount unpaid due to late lodgement or late notification
• Manual Top-Up (MAN): any manual top ups amounts included in the late lodgement calculation result
• More Choice for Families (MCFF) and PIP payable top-up: the amount deferred during the relevant financial year under a payment choice, prohibition and Mandatory Continuous Adjustment (MCA). This amount may be payable in late lodger/notifier reconciliation. Eligibility is subject to actual income assessment and less the amount deferred under MCA which is not payable
• SIFS payable top-up: Single Income Family Supplement (SIFS) amount payable

The FCCR screen displays each component of FTB assessed in the financial year being viewed. This includes:

• FTB Part A supplement
• FTB Part B supplement
• Single Income Family supplements
• The customer’s legislative amount if a payment choice has been applied, and
• Total amounts paid and entitled for each FTB component (including Newborn Supplement and Energy Supplement Part A and Part B) for the period selected

If the amount in the Paid $: field is greater than the Reco $: field (that is, a negative amount in the Difference $: field) the customer has been overpaid.

Select the left or right arrows to view the relevant periods.

FCPAA displays income and Part A and Part B assessment details for each period. Select the left or right arrows to view the relevant periods.

On the FCPAA screen, select the Income table and use the navigation link. To go to the:

• FAO Calculation Period Income Support (FICS) screen, go to Step 9
• Part B Quarantine (FTBQ) screen, go to Step 10
• FTB Child Eligibility Summary (FCES) screen, go to Step 11
• FTB Child Eligibility Count (FCEC) screen, go to Step 12

On the FCPAA, select the Maintenance Income table and use the navigation link. To go to the:

• FTB Lump Sum/Reco Maint Details (LRMD) screen, go to Step 13
• FTB Financial Yr Maint Expln (FYME) screen, go to Step 14

View taxable income and blended family details used for Single Income Family Supplement (SIFS) on the FCPAS screen.

Note: for the 2017-18 and later financial years, SIFS is not payable to customers unless they meet the SIFS grandfathering provisions.

For the:

• FTB Calculation Period Income Summary (FICS) screen, go to Step 9
• FTB Child Eligibility Summary (FCES) screen, go to Step 11

The FRTA screen shows:

• the type of reconciliation performed for that period
• partner details including the partner type, and
• the adequate income reason for each person

Select the left or right arrows to view previous or next periods.

Go to Step 13.

Displays income details used in the Part A or Part B assessment for the calculation period. (SIFS is assessed using taxable income).

The screen is accessed from the FCPAA screen. Select:

• a period on the FACRF screen
• FCPAA screen
• customer or partner record in the FTB income table
• FICS screen

If the customer's partner is deceased, this screen will show Deceased Partner Income Annualised over NNN Days: and the Partner Name.

Each component of adjusted taxable income is listed and a three letter code explains where the income amount came from.

Partner name: displays the name of the partner for whom the partner income is displayed. Where the partner is an ex-partner who has a Deny Access record, the word 'Sensitive' will display in place of the name.

If the period is an ex-partner period, the result of the ex-partner period income comparison will be displayed. See Previous partners and Family Tax Benefit (FTB) reconciliation.

To view FICS screen for previous or next periods, use the left and right arrows.

Displays details of the customer's eligibility to the FTB Part B Quarantine for the period.

The information on this screen is for display only and cannot be updated.

Select the left or right arrows to view previous or next period.

This screen displays details regarding child eligibility for the selected period.

On the FCES screen:

• The FTB Child Eligibility Summary (FCES) table displays:
• all FTB children and the assessment details for each child for the calculation period
• eligibility for FTB Part A, Part B, Newborn Supplement (NBS) and SIFS for each child listed
• The FTB Child Eligibility Details (FCED) table displays
• details of each component and status for the period selected on FCPAA screen
• information about shared care, maintenance and the FTB Part A and B status for the child for each calculation period
• details about a child’s immunisation status and whether an FTB Part A rate reduction has been applied
• To view details in the FCED table, select the child record from the FCES table

For more information, see:

• View and update a child's immunisation status and assess or update immunisation exemptions for Family Tax Benefit (FTB)
• Immunisation requirements for Family Tax Benefit (FTB) Part A from 1 July 2018

The FCEC screen displays the FTB components and the number of children linked to each component. This is a view only screen.

Access the FCEC screen by selecting View Count (FCEC) on the FCES screen.

Select the left or right arrows to view previous or next period.

The LRMD screen displays how the annualised child support amount was worked out.

It breaks up the calculation periods into separate amounts received for the customer and/or partner and the relevant periods for each person.

To go to the LRMD screen:

• Select the reconciliation completed line on FRCS > FACRF > FCPAA
• Use the left or right arrows to view previous or next period
• Select the relevant child record in the Maintenance Income table and go to the LRMD screen

The LRMD screen is a view only screen.

The FYME screen provides additional information relating to the assessment of maintenance income.

On the FYME screen, select the Group Assessment to display the child/ren included in the assessment.

Select the left or right arrows to view previous or next period.

The FYME screen is a view only screen.

The FSUP is screen displays the information about the FTB Part A and Part B supplement, including the number of days for which the supplement has been assessed, information about whether supplements have been included, and the supplement amount.

Select the navigation link to go to:

• FTB Supplement Reduction Explanation (FSRE) screen for information on supplement reductions
• FTB Supplement Status Details (FSSU) screen. This displays the FTB supplement status details and the information required for the supplement to be included in the calculation

See Family Tax Benefit (FTB) Part A and Part B supplements for more details.

To view the FTUA screen, go to the FRCS screen.

Go to the FTUA screen using the navigation link. This screen will display inhibited reconciliation/claim recalculation top-up amounts that have been inhibited and not paid.

For information on un-inhibiting suppressed supplements and Top Ups, see Reconciliation of Family Tax Benefit (FTB).

To view the FWDC screen:

• Go to the FRCS screen
• Select the appropriate reconciliation/lump sum claim result
• Go to the FWDC screen using the navigation link

This screen display the amounts withheld for debt recovery purposes and screen shows the breakdown of all the arrears calculated:

• Components column - displays FTB components
• Amount available for withholding column - displays the amounts paid for each component which will be the amount available for withholding
• Withheld to reduce FAO debt column - this displays the amount withheld
• Current and Other Debt Withheld - Displays the Debt ID, financial year the overpayment relates to and the amount withheld

To view a summary of all FTB debt offsetting that has occurred for the customer, see the FTB Debt Offset Summary (FTBDOS) screen in Customer First.

The FTB Debt Offset Arrears Type (FTBDOAT) screen can be accessed via the FTBDOS screen in Customer First and shows all types of arrears being produced and used by the offsetting process for a particular activity.

The Debt Offset Summary (OPOS) screen in Customer First displays a list of each offsetting occurrence that exists for a particular debt in context.

Go to the FRMA screen via the FRCS screen.

Select the link for the relevant reconciliation/lump sum claim result and go to the FRMA screen using the navigation link.

To have the reconciliation result manually adjusted on the FRMA screen, see Reconciliation of Family Tax Benefit (FTB).

The FAMIV screen is accessed from the FRCS screen by selecting the FAMIV option on the navigation link for the relevant assessment.

The FAMIV screen displays the manual intervention reasons related to a particular activity.

For activities requiring manual intervention, a warning will display on the Entitlements (ELD) screen.

For more information, refer to Manual Interventions screens.

If the blended family percentage used for FTB reconciliation does not match the latest details for the same period on the Blended Families Split FTB Rate (FBSR) screen, the FBPO screen can be updated by Specialist Staff to correct the result.

For more information, refer to Re-reconciliation of Family Tax Benefit (FTB).

The MNOI screen enables Child Support Unit (CSU) and other specialist staff to update maintenance income details for a past period to ensure the FTB reconciliation result is correct. At present, updates do not affect ongoing FTB entitlement although they are used in the Continual Adjustment process to calculate a projected overpayment.

Other users have view only access.

Go to the MNOI screen using Super Key via the Mtce Ent'ment Grp Summary (MNGS) screen.

Fields on MNOI screen:

• Income Year: is the financial year to which the override applies. This defaults to the previous financial year. To view details for other years, enter the financial year in the drop down box
• Entitlement Group: is the group selected
• Start Date is the start date of the override period
• End Date is the end date of the override period
• Amount is the total maintenance income (excluding capitalised maintenance) the customer received for this entitlement group between the start date and end date inclusive. The amount coded will override all maintenance income details for the group for the period, except for capitalised maintenance
• Reason is the reason for the override

For more information about use of the MNOI screen and how to refer cases to the CSU, see Amending maintenance income details on the Override Maintenance Income (MNOI) screen.

To view details, see Enquires about Family Tax Benefit (FTB) reconciliation or lump sum claim.

The FTB and CCB Reconciliation workflow is the starting point for all Family Tax Benefit (FTB) and Child Care Benefit (CCB) reconciliation or lump sum claim enquiries from 1 July 2010 onwards.

Pre June 2010 Family Tax Benefit reconciliation can only be reviewed using the FAO Reconciliation and Claim Summary (FRCS) screen and manually navigating reconciliation screens.

If status is pending, see Family Tax Benefit (FTB) reconciliation or lump sum claim pending.

Note: the ATO Sensitive Warning (ATOSW) screen may warn that some information displayed on the lump sum and reconciliation enquiry screens must not be given to the customer.

From each screen, press [F1] to view screen help for more information about the screen.

The Calculation Status: FTB Reconciliation and FTB Lump Sum Claims displays the status of reconciliation and lump sum claims for each financial year.

The MCI Link Open: field shows whether a link with the ATO exists per the mutual customer identification process.

To view top-up or lump sum payment details on the Payment Summary (PS) screen, including parked payment details, see Step 7 in Table 2.

From the FRCS screen:

• If reconciliation is not attempted or no assessment periods exist, type 'Y' in Go To Reconciliation & Claim Period Summary: field. Go to Step 2
• 'S'elect a reconciliation/ lump sum claim finalised or completed line to view the result. Go to Step 3
• Code 'P' to view FTB Part A and Part B supplement details from the FTB Supplement Summary (FSUP) screen
• Code 'F' to view FTB maximum Deferral Amount (FMDA) screen. See Non lodger and late lodger process for Family Tax Benefit (FTB) reconciliation
• Code 'M' to view maintenance reconciliation results. Go to Step 6
• Code 'T' to view details of the result transaction sent to the ATO on the FAO Reconciliation & Claim Transaction (FRCT) screen, and to view amounts used by the ATO for debt offsetting
• Code 'U' to view the FAO Top-Up Action (FTUP) screen
• Code 'V' to view any Manual Intervention reasons relevant to the activity. See Manual intervention into family assistance reconciliation
• Code 'W' to view amounts withheld by Centrelink to offset debts

Note: from an FTB reconciliation or lump sum claim reassessment activity, access the FRCS screen by typing 'V' beside the relevant line on the Assessment Result (AR) screen and pressing [Enter]

Access to the RCPS screen will be allowed except for a 'Reconciliation Not Attempted' line on the FRCS screen or where no reconciliation or lump sum assessment periods have been determined.

The RCPS screen displays the reconciliation, lump sum claim and non-claim periods for FTB for a relevant income year in chronological order.

• The Calculation Type: will display:
• FTB Period of Reconciliation, or
• Non Claimed Period, or
• ATO Lump Sum Claim
• Press [Enter] to return to FRCS screen

Procedure ends here.

For FTB reconciliation, it shows for each period the customer's legislative rate, whether a payment choice applied, the amount paid, the reconciliation or re-reconciliation result, and the difference between this assessment and the amount paid during the year or in the previous reconciliation.

For FTB lump sum claims, for each period it shows the calculation amount, or the recalculation amount and the difference between the latest calculation and the previous calculation.

• 'S'elect a period to view more details for the period. Go to Step 4
• Code 'R' next to a period to view Reconciliation Type Assessment (FRTA) screen which shows the type of reconciliation performed for that period, partner details including the partner type, and the adequate income reason for each person
• Code 'B' next to a period to view a breakdown of entitlement for each FTB component. See Step 5 in Table 2
• Code 'K' next to a period to view any change adjustments and reasons for that FTB entitlement period. 'K' is not an option for total Auto/ Manual/ Special adjustments
• If an amount appears in the Total Auto/Man/Special Adjustment line, see Step 6 in Table 2
• Press [Enter] to return to FRCS screen

Procedure ends here.

FCPA displays a summary of FTB Part A, Part B and Single Income Family Supplement (SIFS) assessment data for the period.

• 'S'elect FTB(A) Status to view income, maintenance income, and Part A assessment details via the FTB Calculation Period Assessment Part A (FCPAA) screen
• 'S'elect FTB(B) Status to view income and assessment details via the FTB Calculation Period Assessment Part B (FCPAB) screen
• 'S'elect FTB (B) Secondary Earner to view details used for Part B quarantine, see Step 8 in Table 2
• 'S'elect SIFS Status to view taxable income and blended family details used for SIFS on the FTB Calculation Period Assessment SIFS (FCPAS) screen. Note: for the 2017-18 and later financial years, SIFS is not payable to customers unless they meet the SIFS grandfathering provisions
• 'S'elect Child Details Display go view child assessment for all FTB components, see Step 4 in Table 2
• Press [F7] or [F8] to view FCPAA screen for previous or next period
• Press [Enter] to return to the FACRF screen

Procedure ends here.

Displays income details used in the Part A or Part B assessment for the calculation period. (SIFS is assessed using taxable income.)

The screen is accessed from the FCPAA or FCPAB screen after selecting a period on the FACRF screen, then selecting FTB(A) Status or FTB(B) Status on the FCPA screen, and then selecting FTB Income.

If the customer's partner is deceased, this screen will show Deceased Partner Income Annualised over NNN Days: and the Partner Name.

Each component of adjusted taxable income is listed and a three letter code explains where the income amount came from.

Partner name: displays the name of the partner for whom the partner income is displayed. Where the partner is an ex-partner who has a sensitive record, the word 'Sensitive' will display in place of the name.

If the period is an ex-partner period, the result of the ex-partner period income comparison will be displayed. See Previous partners and Family Tax Benefit (FTB) reconciliation.

• Press [F7] or [F8] to view FICS screen for previous or next period
• Press [Enter] to return to FCPAA or FCPAB screen

Procedure ends here.

The FAO Lump Sum & Reco Maint Summary (LRMS) screen displays:

• Calculation Result: total annualised maintenance income for the financial year
• Calculation Period: each separate relevant period. Where relevant periods for separate payers overlap, the periods will be combined and the annualised amounts added
• Income Source:
• 'ATO' - information provided by customer on the ATO FTB lump sum claim (including mixed delivery customers)
• 'CLK' - information recorded on the Centrelink record, provided by the customer or Child Support
• 'CLS' - information provided on the Centrelink lump sum claim
• MIFA Count: number of children assessed in working out the Maintenance Income Free Area (MIFA)
• MIFA:

From the LRMS screen:

• 'S'elect a period to view further child support details for the period on the FTB Lump Sum & Reco Maint Details (LRMD) screen
• Code 'M' next to a calculation period to view Maintenance Income Credit calculation details on the MIC Reco Adjustment (LRMJ) screen
• Press [Enter] to return to the FRCS screen

The LRMD screen displays how the annualised child support amount was worked out. It breaks up the calculation period selected from the LRMS screen into separate amounts received for the customer and/or partner and the relevant periods for each person.

• Change the Period or Payer field to view LRMD screen for that period/payer group
• Code 'C' next to group line to view the FTB Maint Child Periods (LRMC) screen. Go to Step 8
• Code 'I' next to group line to view the FTB Maint Child Income (LRMI) screen. See Step 1 in Table 2
• Code 'P' next to a group line to view the FTB Reco Maint Periods (LRMP) screen for the entitlement group for the financial year. See Step 2 in Table 2
• Code 'O' next to group line to view the Override Maintenance Income (MNOI) screen. See Step 3 in Table 2
• Press [Enter] to return to the LRMS screen

For each child in the entitlement group selected from the LRMD screen, the LRMC screen displays a separate line for each change in the child's child support circumstances during the financial year. These determine the relevant period for the entitlement group:

• The start date (date of effect) of the circumstance period
• Whether this period was used to work out the entitlement group’s relevant period:
• 'Relevant Period' counts toward relevant period
• 'Extended Period' counts toward relevant period
• 'No Relevant Period'
• A 3 letter period reason code. Often this will reflect the Maintenance Action Test (MAT) codes
• A general comment where required to indicate that income was excluded

From the LRMC screen:

• Press [F7] or [F8] to scroll up or down
• Press [Enter] to return to LRMD screen

For each child in the entitlement group selected from the LRMD screen, the LRMI screen displays separate details for each change in maintenance income during the financial year:

• start and end date of period and number of days
• assessment method used for maintenance reconciliation for the period:
• 'Entitlement Method' for periods of private collection, showing apportionment calculation
• 'Disbursement Method' for periods of Child Support collection
• amount received for period and a running year to date total which is not annualised
• all types of maintenance income are included: Child Support disbursements or entitlements, actual maintenance, capitalised maintenance, Stage 2 Agreement amounts, Pre-Stage 1 amounts, voluntary payments and previous year adjustments
• whether a percentage of the amount received was excluded due to child support received for child disability expenses
• if no maintenance income was assessed for the child for the period, it may display:
• 'No Relevant Period'
• 'Income Excluded' - customer only received FTB Part A base rate for child rate due Maintenance Action Test (MAT) codes
• 'Extend Period' - the child's relevant period was extended by a disbursement. Income is excluded for this period, other than disbursed amounts. Note: if the child is base rate restricted, 'Income Excluded' will appear

To print all pages for screen, type 'Y' in PRINT: field and press [Enter].

The LRMI screen shows the total non-annualised amount received for the entitlement group. Press [Enter] to view the annualised amount on the LRMD screen.

The LRMP screen shows the relevant period/s for the customer/partner for a particular entitlement group for a financial year.

It is only available for a financial year after that year has ended.

The screen is used to check reconciliation results and to help specialist staff update the Override Maintenance Income (MNOI) screen.

To view the LRMP screen, either:

• 's'elect the group on the Mtce Ent'ment Grp Summary (MNGS) screen and type 'Y' in the GO TO: LRMP field
• code 'P' in the Go To: field on the MNOI screen
• code 'P' next to a group line on the LRMD screen

Note: if navigating via a reconciliation line, the relevant periods displayed will be those used for that reconciliation, even if they have been updated since. The 'Calc Status' field on LRMP will only display if a reconciliation line was selected.

The MNOI screen enables Child Support Unit (CSU) and other specialist staff to update maintenance income details for a past period to ensure the FTB reconciliation result is correct. At present, updates do not affect ongoing FTB entitlement although they are used in the Continual Adjustment process to calculate a projected overpayment.

Other users have view only access.

To go to the MNOI screen:

• if reconciliation has completed, type 'O' next to the group line on the FTB Lump Sum & Reco Maint Details (LRMD) screen
• if reconciliation has not completed, type 'Y' in the GO TO: MNOI field on the Mtce Ent`ment Grp Summary (MNGS) screen

Fields on MNOI screen:

• Income Year: is financial year to which the override applies. This defaults to the previous financial year if navigating from MNGS screen or the same year as the LRMD screen. Press [F10]/[F11] to view details for other years, or enter the financial year in this field
• Entitlement Group: is the group selected via MNGS or LMRD screen to which the override applies
• Start Date is the start date of the override period
• End Date is the end date of the override period
• Amount is the total maintenance income (excluding capitalised maintenance) the customer received for this entitlement group between the start date and end date inclusive. The amount coded will override all maintenance income details for the group for the period, except for capitalised maintenance
• Reason is the reason for the override

For more information about use of the MNOI screen and how to refer cases to the CSU, see Amending maintenance income details on the Override Maintenance Income (MNOI) screen.

Procedure ends here.

Displays all FTB children and the assessment details for each child for the calculation period, as available on the FTB Assessment Details (ASDT) screen.

For each child listed, eligibility for FTB Part A, Part B Newborn Supplement (NBS) and SIFS is shown. This page also displays information about shared care, maintenance and the FTB Part A rate reduction for the child.

• 'S'elect a child to view further details on the FTB Child Eligibility Details (FCED) screen
• Press [F7] or [F8] to view details for the previous or next period listed on LRMS screen
• Press [Enter] to return to the FCPA screen

Procedure ends here.

FCCR displays the customer’s legislative amount if a payment choice applies, and total amounts paid and entitled for each FTB component (including Newborn Supplement (NBS) and Energy Supplement Part A and Part B) for the period selected.

'S'electing the Supplements field on the FCCR screen will navigate to the FCCRS screen.

FCCRS displays the additional supplements including FTB Part A and B supplements and Single Income Family Supplement (SIFS) (where eligible) that make up the total paid or entitled amount for the calculation period.

The information displayed will be the same as that on the period view of the Rate Component (RAC) screen for the same period.

• Press [F7] or [F8] to view details for previous or next period
• Press [Enter] to return to FACRF screen

Procedure ends here.

The Total Auto/Man/Special Adjustment line on the FACRF screen is used to show adjustments to a customer's reconciliation result.

While manual adjustments such as a manual intervention activity are shown, not all adjustments are manual. The majority of the adjustments shown are automatically generated by the system.

• In initial reconciliation, the most common adjustment is a qualification overpayment that has been incorrectly zeroed for reconciliation and has been included as an adjustment (for example, child left care, change in rent details)
• In re-reconciliation, the most common adjustment is the overpayment amount from the previous reconciliation (for example, previous reconciliation result was a debt of $900, re-reconciliation includes the $900 in the calculation as a $900 adjustment)

As most of the adjustments occur as part of an automated reconciliation activity, do not refer these adjustments as manual unless certain they are a manual activity. If the reconciliation result is quite complex, refer the customer's query to the appropriate person for explanation.

The FTB Total Adjustment Period Display (FTAPD) screen displays the adjustment period, reason for auto adjustment and any manual FTB adjustments made via the FTB Confirm Reco Amounts (FCRA) screen.

Calculation Result: $ (negative or positive) this amount is the total entitlement for reconciliation after any adjustments have been taken into account.

The period From: and To: dates will display, in chronological order, any suppressed ex-partner period debts, suppressed income support period debts or any adjustments made on the Rate Component (RAC) screen.

• Code 'Y' in Go To FRCAS Screen: to view FTB Special Adjustment Periods/Reasons
• Press [Enter] to return to the FCPA screen

Procedure ends here.

• Payment Type: field
• 'Parked CAN' - when reconciliation or a lump sum claim is processed, any arrears amount is parked awaiting the 'wash up' transaction to come back from the ATO. Where there has been a 'Pre-Issue Cancellation' of the customer’s NA, the arrears will be 'Parked Can' until the correct income comes across from the ATO. To view details, see Manual intervention where Australian Taxation Office (ATO) cancels Notice of Assessment (NOA).
• 'Parked' - ATO FTB claim payment was delivered by the ATO
• 'ATO Arr' - ATO claim and or reconciliation payment was delivered by Centrelink
• Sent to: field
• 'ATO To Deliver' - when the payment Type: is 'Parked CAN'
• 'ATO Delivered' - when the payment Type: is 'Parked'

Type 'S' next to payment line and press [Enter] to go to the Payment Details (PD) screen.

Procedure ends here.

Displays details of the customer's eligibility to the FTB Part B Quarantine for the period.

The information on this screen is for display only and cannot be updated.

Press [F7] or [F8] to view details for previous or next period.

Press [Enter] to return to FCPA screen.

For more information, see:

• Family Tax Benefit (FTB) Part B quarantine and the reconciliation process
• Family Tax Benefit (FTB) Part B quarantine and lump sum claims