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Rate explanation screens for family assistance and Paid Parental Leave payments 007-07100010



PPL details for customers with children born or entering care both before and on or after 1 July 2023.

This document outlines how the rate explanation screens for family assistance and Paid Parental Leave payments calculate a customer's rate. This document also shows how these screens allow easy access to other screens for further information.

Family Tax Benefit (FTB)

The Process page contains information about the following screens:

  • The FTB Rate Explanation (REXFTB) screen
  • The FTB Part A Explanation (REXFTBA) screen
  • The FTB Part B Explanation (REXFTBB) screen
  • The FTB Choice Explanation (REXFTBC) screen
  • The FTB Income Explanation (REXFTBI) screen
  • The FTB Maintenance Assessment Explanation (REXFTBM) screen
  • The FTB Income Support Payment Explanation (FTBISPX) screen
  • The FTB General Explanation (FTBGENX) screen
  • The FTB Change Explanation (FTBCHGX) screen

    Baby Bonus (BBY)

    Baby Bonus was paid for children born or coming into care as part of the adoption process before 1 March 2014.

    The Period Rate Explanation (REXBBY) screen:

    • shows how a customer's BBY entitlement was calculated, including the payment option, and the rejection/cancellation reason if applicable
    • shows if the BBY entitlement had been paid at the full rate or reduced rate
    • allows access to the Baby Bonus Payment Summary (BBS) screen to view further details for each child

    Note: BBY was discontinued from 1 March 2014.

    Parental Leave Pay (PPL)

    The PPL Calculation Summary (P1RCS) screen shows the assessment results of a PPL claim, once the claim has finalised.

    • For children born or adopted on or after 1 July 2023, the PPL Calculation Summary (P1RCS) screen includes:
      • a claim overview
      • Details of the PPL claim on the (P1RCD) table
      • PPL days calculation details summary on the (P1RCE) table
    • For children born or adopted before 1 July 2023 the P1RCS includes:
      • PPL period details on the PPL period calculation (P1RCI) table
      • connected Flexible PPL days (if any) on the Connected PPL Calculation (P1RCC) table
      • claimed Flexible PPL days that are not connected to the PPL period (if any) on the Flexible PPL Calculation (P1RCF) table

    To view all claim details related to the select claim and activity:

    • in Process Direct
      • PPL Claim details (P1CLM) screen
      • Parental Leave Pay (PPL) Days (P1FLX) screen
    • in Customer First - PPL Claim Details (P1RCD) screen

    The PPL Period Calculation (P1RCI) screen, only available in Customer First, shows the details related to the PPL period.

    The Period Rate Explanation (REXPPL) screen shows a customer's basic rate of entitlement and withholding amount.

    The customer’s claimed PPL days, can be viewed

    • in Process Direct Parental Leave Pay (PPL) Days (P1FLX) screen
    • in Customer First: - Flexible PPL Calculation (P1RCF) screen

    The customer’s relevant PPL paymaster can be viewed:

    • in Process Direct:
      • PPL days calculation details summary (P1RCE)
      • Payment Summary (PS) after claim assessment
    • in Customer First: Flexible PPL Calculation (P1RCF) screen

    Note: the below screens can be accessed by the Paid parental Leave Claim Summary in Customer First:

    • PPL Calculation Summary (P1RCS) screen
    • PPL Claim Details (P1RCD) screen
    • PPL Period Calculation (P1RCI) screen
    • Flexible PPL Calculation (P1RCF) screen

      Previous rate calculations

      The rate calculation screens show the customer's current rate calculation as well as previous rate calculations on separate pages. Each separate calculation corresponds to an assessment activity completed on the customer's record.

      Daily/period view

      The rate explanation (REX) screens in period view show the assessment details considered in calculating the final fortnightly rate within the period, which may cover one or more paydays. If there have been multiple changes in income or rate during the period, only the latest details are displayed.

      The REX screens in daily view show the details of each change during a period. The daily view will show the same information as the period view, but all rates are converted to daily amounts.

      Access to REX screens

      The screens can be accessed directly, or from within an activity to view how changes recorded in the activity will affect the customer's rate once the activity is finalised.

      The REX and Rate Component (RAC) screens are linked in Customer First so that the assessor can swap between:

      • the details of a rate change
      • the circumstances which caused that rate, and
      • the explanation of the rate for any assessment line selected from the Rate Summary (RATS) screen\

        The Resources page contains a link to the Level 2 Policy Helpdesk.

        Family Tax Benefit (FTB) claim options and payment choices

        Income tests for family assistance and Paid Parental Leave scheme payments

        Rate of Family Tax Benefit (FTB)

        What to check when Family Tax Benefit (FTB) rate has changed

        Maintenance Action Test (MAT) for Family Tax Benefit (FTB) customers

        Maintenance Income Test (MIT) for Family Tax Benefit (FTB)

        Shared care eligibility for family assistance and Paid Parental Leave scheme payments

        Blended families and Family Tax Benefit (FTB)

        Viewing child eligibility details on the Assessment Explanation (AX) and Assessment Details (ASDT) screens

        Family assistance reconciliation and lump sum claim screens