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

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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 scheme payments calculate a customer's rate. This document also shows how these screens allow easy access to other screens for further information.

Process Direct

On this page

Rate explanation screens in Process Direct

FTB rate explanation screens

PPL rate explanation screens

CCS screens

Rate explanation screens in Process Direct


Table 1

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Item

Description

1

FAO Assessment screens

Enquiry screens for can be viewed by entering the screen name in the Super Key.

Enquiry screens include:

  • Rate explanation (REX) screens for each service reason (payment type) provide details of how the customer's rate was calculated. REX screens allow navigation to a number of screens for further assessment details
  • Assessment Explanation (AX) screens for each service reason show child assessment and eligibility details. The MIT Explanation Summary (MNEX) screen shows maintenance income assessment details used to calculate FTB Part A
  • Adjusted taxable income details can be viewed for the relevant financial year from the FAO Income Summary Details (FINS) screens.
  • The Event Summary (ES) screen displays a one line summary for each activity completed on the customer's record. Lines can be selected to view further details for the activity
  • Maintenance screens used for FTB purposes can be accessed from the Maintenance Entitlement Group Summary (MNGS) screen

For a breakdown of:

  • Family Tax Benefit (FTB) screens, see Table 2
  • Paid Parental Leave (PPL) screens, see Table 3
  • Child Care Subsidy (CCS) screens, see Table 4

FTB rate explanation screens


Table 2

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Item

Description

1

Access to rate explanation (REX) screens
  • Use Super Key to go to the relevant REX screen

2

FTB Rate Explanation (REXFTB) screen

On REXFTB use the twisty to expand the details for more information for each period. Once expanded each period will display the following tabs, use the twisty to the left to expand for rate details.

3

FTB Rate Explanation 1 (REXFTB)

This tab displays a summary of information regarding the customer's maximum rate of:

  • Standard Family Tax Benefit (FTB) Part A for all FTB children
  • Standard FTB Part B for the family
  • Large Family Supplement (LFS) Note: LFS is not payable from 1 July 2016
  • Multiple Birth Allowance (MBA)

It displays the FTB claim option and the adjusted rate if applicable. If the customer has chosen an adjusted rate, the customer's notional rate displays. Otherwise the customer's legislative rate of FTB Part A displays.

Other fields:

  • Rent Assistance (RA)
  • Energy Supplement Part A for all FTB children if the customer was grandfathered for Energy Supplement
  • Energy Supplement Part B for the family if the customer was grandfathered for Energy Supplement
  • Maximum Entitlement

4

FTB Rate Explanation 2 (REXFTB)

This tab shows the status of FTB Part A and Part B assessments - assessed, zero notional rate through payment choice, rejected, cancelled or not effective. It has the reason for the status:

  • Part A rsn: displays if Part A was rejected or cancelled, or limited to the base rate
  • FTB(A) base rate reason: shows why Part A was limited to the base rate
  • Part B Rsn: shows why Part B was not paid

This tab also shows

  • FTB paid at auto maximum rate (not income tested)
  • Maintenance tested rate of FTB
  • Each FTB component before withholdings
  • FTB rate including Part A (if eligible) and Part B supplements which are only paid after the end of the financial year

5

FTB Part A Explanation (REXFTBA)

This tab shows the customer's notional rate by default if they have applied a payment choice. Otherwise the customer's legislative rate of FTB Part A is shown. This tab also shows:

The gross FTB Part A rate shown is the rate after any income and maintenance income reductions, but before any withholdings are taken.

Note: an issue (PR18793) has been identified when a child/case end for a 'Child Support Collect' customer is processed by Child Support. The FTB assessment may incorrectly read the case as being 'Private Collect' for periods before the date the case was ended. The result is an FTB A rate reassessment (to a lower rate in most cases) based on an incorrect Entitlement Method calculation. Refer all identified cases to the Level 2 Policy Helpdesk.

6

FTB Part B Explanation (REXFTBB)

This tab displays the customer's notional rate by default if they have applied a payment choice. Otherwise the customer's legislative rate of FTB Part B is shown.

7

FTB Notional Explanation (REXFTBC)

This tab will show any fortnightly reduction due to MCA. If there is no notional rate in effect, otherwise the customer's legislative rate of FTB is shown.

8

FTB Income Explanation (REXFTBI)

This tab shows

  • the current income assessment for FTB
  • the date the current income estimate applies from
  • if Part A is income tested or not, and
  • if the customer is entitled to Part B

9

FTB Maintenance Assessment Explanation (REXFTBM)

This tab displays details of total annualised maintenance income, MIFA, MIT ceiling and maintenance income reduction.

10

Family Tax Benefit income support payment explanation (FTBISPX) screen

The FTBISPX screen provides information relating to the effect of a customer’s income support payment (if applicable) on their FTB entitlement.

For FTB Part A for a particular date of effect, the FTBISPX screen will display whether the customer was/is assessed as:

  • in a fill in period
  • in a grace period
  • in an employment income nil rate period
  • exempt from the income test and if so, the reason why
    • Y-ISC - Income Support Payment (Customer)
    • Y-ISP - Income Support Payment (Partner)
    • Y-IFG - ISP Fill in/Grace Period
    • Y-DVC - DVA Payment (Customer)
    • Y-DVP - DVA Payment (Partner)

For FTB Part B for a particular date of effect, the FTBISPX screen displays whether the customer and/or partner’s income is/was used in the calculation of the secondary and/or primary earner income tests and the reason why. In doing so, it displays:

  • income date of event and amount
  • primary and secondary earner income for FTB Part B

Where income is available, if it is/was used in the calculations of FTB Part A and/or FTB Part B it will be displayed

The income usage field in the Income test table will display one of the following values:

Y-ISP - The income test was attempted and the income was applied

Y-INP - The income test was attempted but an income estimate for the customer and/or partner has not been provided

N-ISP - The income test was not attempted as the customer and/or partner received an ISP

N-NIU - The income test was not attempted as the customer and/or partner received an ISP

N-NUP - The income test was not attempted as the customer/partner has a current PPL status

N-SEF - The income test was not attempted as the secondary earner income test resulted in a nil entitlement

11

Family Tax Benefit general explanation (FTBGENX) screen

The FTBGENX screen provides information to assist in explaining the customer's instalment component rates for a particular date of effect and includes the following details:

  • FTB Newly Arrived Resident’s Waiting Period (NARWP) summary
  • FTB summary - Daily Rates
  • FTB Part A summary
  • Maintenance income details
  • Marital status treatment
  • FTB Part B summary
  • FTB children
  • Regular care children (14% to >35%)

PPL rate explanation screens


Table 3

Expand table

Item

Description

1

Claim level PPL Rate Explanation screens

PPL Calculation Summary (P1RCS) screen

The P1RCS screen displays the assessment result of a PPL claim, once the claim has finalised.

Using the Super Key, navigate to the PPL Calculation Summary (P1RCS) screen.

The P1RCS screen is dynamic and will present relevant claim information based on the relevant PPL scheme customer has been assessed under e.g. PPL Scheme 2020 or PPL Scheme 2023.

This is a read only screen. It shows a summary of PPL eligibility details for all PPL scheme claims assessed for the customer.

Select the Closed chevron under the action field on P1RCS to view the details for a specific claim.

The P1RCS screen includes a claim overview which includes:

  • Date claim lodged
  • Claim type
  • Claim status
  • External claim reference ID
  • Expected/Actual date of birth or enter care date
  • Child name (where child has been born or already entered care)

For PPL claims for children born or adopted on or after 1 July 2023, a sub table of the P1RCS screen will also display a summary of first and last PPL day/s, as well as the AMR associated with the update.

  • Date claim lodged
  • Income Indicator (Family or Individual income) and income amount used for assessment
  • Claim status and type
  • Child CRN and name
  • Claimant type
  • Date of birth /Expected Date of birth or Date entered care/Expected date entered care
  • Concurrent days exemption
  • Claimant type
  • Relationship type
  • Claimant category
  • Claimed PPL days (for the customer and other claimants)
  • Remaining PPL days (for the customer and other claimants)
  • PPL days shared with other/s
  • PPL days claimed by other/s
  • Remaining PPL days for other/s

Under the P1RCD table, the PPL Days Calculation summary (P1RCE) table will display. The P1RCE will display a snapshot of the total assessed PPL days and total PPL amount.

By selecting Closed chevron under the action field on P1RCE, the following will display:

  • PPL start date
  • PPL end date
  • Reason and source
  • Paymaster - to determine who is delivering the PPL for the relevant PPL day/s
  • Amount ($)
  • Status
  • Day count
  • AMR

Note: where customer has both Employer delivered PPL days and Services Australia delivered PPL days, this can be found under the Paymaster field.

For PPL claims for children born or adopted before 1 July 2023, the P1RCS screen will display the PPL period and connected Flexible PPL days (if any), payment details and payment period/history details. The fields displayed are:

  • PPL Period Start Date
  • PPL Period End Date
  • AMR
  • Connected Period End Date
  • First Flexible Date
  • Last Flexible Date

By selecting Closed chevron under the action field on P1RCS screen a snapshot Flexible PPL Calculation will display the following:

  • Paymaster
  • Assessed Flexible Days
  • Total Amount ($)

Note: Flexible PPL days are not available for children born or adopted before 1 July 2020. For children with an expected or actual date of birth or entry in to care on or after 1 July 2023 the P1RCS screen will display calculation information related to the current PPL scheme.

2

Period Rate Explanation (REXPPL) screen

The REXPPL screen shows the customer's Parental Leave Pay (PPL) calculations.

Basic Rate: The total amount of PPL the customer is entitled to.

Withholding: The total amount of withholdings the customer has requested.

For more information, see:

3

Parental Leave Pay (PPL) Days (P1FLX)

The P1FLX screen in Process Direct is dynamic and will present relevant claim information based on the relevant PPL scheme customer has been assessed under e.g. PPL Scheme 2020 or PPL Scheme 2023.

The PPL Summary tab contains multiple levels of information regarding the claimed PPL days.

The first level on the P1FLX screen includes a claim overview which includes:

  • Date claim lodged
  • Claim type
  • Overall status
  • Status
  • Reason
  • External claim reference ID
  • Expected/Actual date of birth or enter care date
  • Child name (where child has been born or already entered care)

Select Closed chevron under the action field, to display the other levels of PPL days information.

Note: where customer has had previous PPL claims, multiples lines could display on the P1FLX screen. Make sure that the relevant claim is selected for the customer

For children born or adopted on or after 1 July 2023

The P1FLX screen, displays the following information:

  • PPL Summary
  • PPL days
  • Rejected PPL days

Select Closed chevron under the action field, to display an overview of the claimed PPL days:

  • First PPL date
  • Last PPL date
  • Total PPL days
  • PPL days entitled
  • PPL days claimed by me
  • PPL days shared
  • PPL days paid
  • PPL days available including reserved

Select Closed chevron under the action field, to display information specific to the current PPL days:

Note: where customer has had previous PPL claims, multiples lines could display on the P1FLX screen. Make sure that the relevant claim is selected for the customer

  • Declaration: outlines the PPL declaration. This must be read to and accepted by the customer each time PPL day/s are claimed/withdrawn
  • PPL days:
    • Record status
    • Start date
    • End date
    • Number of PPL days
    • Reason
    • Source
  • Rejected PPL days:
    • Record status
    • Start date
    • End date
    • Number of PPL days
    • Reason
    • Source
    • Status

For help, see Claiming and managing PPL days for children born or entering care on or after 1 July 2023.

For children born or adopted before 1 July 2023

The P1FLX screen displays the following information:

  • PPL Summary
  • Connected Flexible PPL Days
  • Flexible Days Given To Others
  • Flexible Days

Select Closed chevron under the action field, to display information specific to the current Flexible days nominations:

  • Declaration - the customer each time Flexible PPL day is claimed/withdrawn
  • Claim Id
  • Flexible PPL indicator
  • PPL period start
  • PPL period end
  • PPL period days
  • Connected days start (dd/mm/yyyy)
  • Connected days end (dd/mm/yyyy)
  • Connected days
  • Flexible days claimed
  • PPL period start/end
  • balance of claimed and unclaimed Flexible PPL days
  • Connected days (if applicable)
  • Flexible days given to customer or others

For help, see Claiming and managing PPL days for children born or entering care before 1 July 2023.


CCS screens


Table 4

Expand table

Item

Description

1

Child Care Subsidy screens

Information about Child Care Subsidy (CCS) can only be viewed in Process Direct.

Select the Child Care icon to display the information (excluding income) used to determine a customer’s CCS/Additional Child Care Subsidy (ACCS) entitlement, including:

  • Entitlement summary
    • Subsidy % with ‘I’ hyperlink containing family estimate and calculation used
    • Eligible hours
    • Multiple child rate
  • Activity Test (extracted from the ATD table)
  • Exceptional Circumstances (extracted from the EXC table)
  • Weekly Subsidy
  • ACCS details (for temporary financial hardship, transition to work, grandparent and child wellbeing). Information is extracted from the TFH table, TTW table and CHGA table. Child wellbeing information is extracted from the provider record who submitted the application)
  • Child Immunisation Details (extracted from the CIM table in the child’s record)
  • Child School Details (extracted from the CED table in the child’s record)

Select the Family Assistance icon to display:

  • Care details of children
  • Mutual Customer Identification Progress Stage, where details of any TFN mismatches can be viewed

For more information, see Explaining the Child Care Subsidy (CCS) rate and entitlement.