Processing Manual Follow-up (MFU) tax activities for Advance recoveries 107-19061240

In the customer's record, identify why the payment summary was not issued.

Go to the Tax Year to Date (TXYTD) screen:

• key the period of the relevant financial year and 'ALL' in the Ben Type field. The TXYTD screen will launch the Tax Detailed Explanation web page
• the Payment Summary Information for the customer will display
• select the period that corresponds with the negative adjustment
• the Calculation Summary will open, select Other Adjustments

The Other Adjustments Summary will display all adjustments due to:

• Benefit Transfers
• Manual Adjustments
• Advance Recovery Adjustments

If a negative amount is identified in the Other Adjustments section of the Tax Detailed Explanation web page:

• as an Advance Recovery (RCV), go to Step 2
• as a Benefit Transfer (BTR), see Processing Manual Follow-up (MFU) tax activities for benefit transfers

An Advance (ADV) payment is paid as a Basic component of a customer's entitlement. This must be reported on their payment summary.

Any debt raised for most of, or the entire Basic component during the recovery period can result in a negative amount on the payment summary. A negative amount can also occur:

• when no basic is paid, and
• recovery is taken from a non-reportable component

For negative Amount due to Advance Recovery, if the MFU tax activity for Advance recoveries is:

• within the same financial year, go to Step 3
• reoccurring and the debt crosses over 2 financial years, follow the approved workaround, go to Step 5

Go to the Tax Payment Summary (TXGS) screen:

• key 'C' next to the relevant financial year to be amended > [Enter]
• on the Tax Payment Summary Details (TXGD) screen:
• make corrections by zeroing out the negative amount, use reason code 'ADM'
• deduct the negative amount away from the next closest Income Support Payment line for the same financial year. This does not have to be the same payment type. It is usually the line above or below the negative amount
• use Reason code 'ADM' in the AMD Rsn field > [Enter]
• if there is no other line to correct within the same financial year, the next closest line can fall within the preceding 2 financial years
• on the TXGS screen, key 'Y' in Finished > [Enter]

Complete the activity.

Issue a payment summary once the MFU tax activity has passed Quality On Line (QOL).

To issue the payment summary:

• go to the TXGS screen and key 'I' against the line to be issued
• finalise the activity
• complete the MFU activity
• record details, use Fast Note - select Auto text, use Debts > Updates > Tax MFU Actioned

Procedure ends here.

Complete below workaround to action the MFU tax activity to correct the payment summary for the financial year that corresponds with the:

• related ADV debt
• incorrect negative adjustment

Go to the Debt List (OPDL) screen:

• select the related ADV Debt Id
• go to the Modify/Assess Debt (OPMA) screen to determine the impacted financial year
• note the ADV debt details (and any other debt details) impacted by the financial year in question, to include in the payment summary calculations
• go to the TXGS screen, key 'C' against the payment summary for the financial year that corresponds with the related ADV debt > [Enter]
• on the TXGD screen, manually amend to correct the amount/s > [Enter] to complete
• go back to the TXGS screen, key 'C' against the payment summary for the financial year that corresponds with the incorrect negative adjustment > [Enter]
• on the TXGD screen, manually amend to correct the negative amount/s > [Enter] to complete

To issue the payment summary, select the 'I' option from the TXGS screen.

Record details, use Fast Note - select Auto text, use Debts > Updates > Tax MFU Actioned.

Procedure ends here.

See General information on Manual Follow-up (MFU) tax activities.

A new MFU tax activity for Advance Recoveries can appear with each repayment of an outstanding debt.