Manual reconciliation procedure for child support estimates (from 1 July 2011) 277-07060020

If the estimate is for an international customer, a 'Reconciliation Required' or ‘Pending Auto Reconciling Inc’ intray will generate on receipt of an ATO income. These intrays may also generate for an estimating customer who had income as both an Australian resident and as an overseas resident.

'Est Rec Tax Ret Not Lodged’ intrays will be generated for customers who have lodged an overseas estimate but where no ATO income is received.

See Reconciling an overseas estimate (from 1 July 2011) for help to manually process the estimate reconciliation.

Generally, if the actual Adjusted Taxable Income (ATI) is higher than the estimated ATI, the estimate will be reconciled. However there are exceptions and the higher income should not be used to reconcile the estimate. For more details, see Table 6 in Estimates Cuba Process Help.

Do not reconcile an estimate if reconciling the estimate with a higher income will benefit the estimating parent. Set the status of these Estimates to Recon No Change. The Resources page has an example. If a Service Officer identifies an Estimate where reconciliation appears to have had an unfair outcome, they escalate to a Service Support Officer (SSO). An error correction and lodgement of a system incident form may be required.

The following payments (either ongoing or a lump sum) received by customers are not considered income for child support purposes:

• NDIS
• National Redress Scheme
• Territories Stolen Generations Redress Scheme, or
• FHSS Scheme

If a customer advised of one of the above payments as their source of income source, or it is established the customer is receiving these payments:

• do not include the payment in any income calculations
• document for information only.
  

For more details, see the Resources page for a link to:

• National Disability Insurance Scheme (NDIS)
• National Redress Scheme
• Territories Stolen Generations Redress Scheme