Coding Income Management expenses 103-01040070

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Letters

Q888 Request to contact – Additional Expense Information required

Contact details

Technical Support Line (Access Support Centre)

Services Australia website

Managing your money contains useful information and resources.

Rent vs buy calculator

Upload your Centrelink documents online - Accessing our services - Services Australia

External websites

No interest Loans Scheme is available to low income earners with a Pensioner Concession Card (PCC) or Health Care Card (HCC).

Income Management Deduction Service Reasons

This document lists both contracted and uncontracted Service Reasons for Income Management.

Office Locator

A search for a Third Party Organisation (TPO) can be done by using the TPO details, location or payment type in Office Locator.

TPO search

In Office Locator, select Other Searches from the Customer First task bar and use the following field options:

View all TPOs:
- To view a full list of TPOs, select View All TPOs in the left hand menu, or select the display all options hyperlink in the ‘Simple Search’ box
- An A-Z listing of all TPOs will be displayed
Simple Search:
- In the Enter name/ID of TPO field in the ‘Simple Search’ box, search for a TPO by their business name or their Customer Reference Number (CRNF). This is a predictive field and options will display as you type the name. Select the correct name/CRN from the choices displayed
Advanced Search:

The Advanced Search allows users to search for TPOs using location or payment type. Completing one of the search fields will display a 'Search Results' screen.

Region: field - begin typing the name of the Region, then select the correct option from the dropdown box. A selection can also be made directly from the dropdown box.
Town: field - begin typing the name of the town, suburb or community, then select the correct option from the dropdown box. A selection can be made directly from the dropdown box.
Local Government Area: field - begin typing the name of the town suburb or community, then select the correct option from the dropdown box. A selection can also be made directly from the dropdown box.
Payment: field - this search relates to payment methods accepted by TPOs. Select a payment method from the dropdown box.
Status: field - this search relates to the TPO agreement status. Select a status from the dropdown box.
Services: field - begin typing an expense type (e.g travel) in the free text field, then select the correct option from the dropdown box. A selection can also be made directly from the dropdown box.

Searching for TPOs via Community

Select Home
Search Office/Town: enter the name of a community
Press Enter or the Search Office/Town button
Select the community from the Office Result List, ensuring 'Type:' field is 'Community'
On the 'Community's' details page, select Income Management - TPO from the left hand menu
Select the TPO Service from the dropdown menu

Searching for BasicsCard TPOs in Office Locator

Where to use BasicsCard - Under Other Searches use the Advanced Search box:
- In the Payment: field, select BasicsCard from the dropdown box, or
- In the Services: field, select BasicsCard from the dropdown box, choosing the reason most appropriate to the search requirements. Note: Always check the General Notes: as BasicsCard may not be able to be used for all services available at the TPO
Search by community - On the Home page search for the community. From the 'Main Details' page, select Income Management - TPO from the left hand menu. Select BasicsCard from the TPO Service dropdown box

Scenarios - Order of payments applied when customer has insufficient funds

Item	Scenario
1	Sarah's regular expenses Sarah has been issued a BasicsCard which will be used to buy food each fortnight. Sarah also set up the following regular expenses: Schools Meals Program $50.00 Medical Expenses $10.00 Rent $260 Utilities $30 Sarah usually has $65 credited to the Income Management account each fortnight from their Parenting Payment Single (PPS) and Family Tax Benefit (FTB). Sarah has enough to cover all regular expenses incurred. As Sarah's BasicsCard allocation is by the Residual Payment method, $115 will automatically transfer to the BasicsCard after the expenses have been paid.
2	Sarah starts casual work - reduced available funds Sarah starts casual work and their PPS payment is reduced so only $330 goes into the Income Management account this fortnight. The system will pay Sarah's expenses using the payment priority order. Note: the system does not make part payments and once it cannot pay an expense in full it stops going down the list.
3	Outcome when reduced available funds The following expenses will be paid for Sarah 1. Schools Meals Program of $50 2. Medical Expenses of $10 3. Rent of $260 This would leave $10 in Sarah's Income Management account. As there are insufficient funds available, the utilities of $30 would not be paid. No funds would be transferred to the BasicsCard, as all regular expenses were not paid. If Sarah still wanted a payment to be made to the utilities company, Sarah would need to make arrangements to pay it from their discretionary funds.