Skip to navigation Skip to content

Manual processing of Family Tax Benefit (FTB) claims in Customer First 007-17092600

Expand/Collapse all sectionsExpand all


Contacts

ABSTUDY and Assistance for Isolated Children (AIC)

Level 2 Policy Helpdesk

Manual Intervention Team (MIV)

User Guides

\\INTERNAL.DEPT.LOCAL\Shared\NAT\SERDELEXCEL\WORKPRODIMP\Operation Blueprint Migration\RDT Release Icons\32w\icon-attachment.pngClaim date of receipt matrix

\\INTERNAL.DEPT.LOCAL\Shared\NAT\SERDELEXCEL\WORKPRODIMP\Operation Blueprint Migration\RDT Release Icons\32w\icon-attachment.pngFamily Tax Benefit (FTB) and Parental Leave Pay (PPL) claim signature requirements

Q999 letter text

Table 1

Item

Description

1

Potential entitlement to another Centrelink payment

Your income suggests that there may be additional help available. Please visit the Services Australia Website (servicesaustralia.gov.au) or phone 13 6150 if you would like further information.

2

FTB cancelled income (CAN/INC), subsequent claim rejected (REJ) income

Your claim for Family Tax Benefit for the XXXX/XXXX financial year has been rejected, as your family income estimate is too high. You should check your entitlement with us at the end of the income year when your family's actual income is known.

You have until 30 June of the following year to lodge a claim.

<include relevant Act Reference, and review and appeal rights>

Examples of Q777 letter text

Table 2

Item

Description

1

Requesting evidence of residing in Australia

Letter Free Text 1:

Documentation or a written statement showing your accommodation circumstances in Australia, for example, a lease

Letter Free Text 2:

Documentation or a written statement showing the extent of family relationships you have in Australia and elsewhere, for example, Do you have close family members in Australia, and if so where do they live?

Letter Free Text 3:

Documentation to reflect the extent of your employment and financial ties to Australia, for example, bank statements, payslips

Letter Free Text 4:

Documentation to reflect the extent of your assets in Australia and elsewhere, for example, details of your interest in any house, apartment or land.

Letter Free Text 5:

Any other information you wish to provide which helps us establish where you are living.

Example of FTB claim processing when payment choice is nil rate

Table 3

Item

Description

1

FTB claim processing when payment choice is nil rate

Customer lodges combined online claim for both instalment and lump sum claim for previous financial year. Customer elects nil rate.

The claim is lodged on the 15/06/2019 (previous financial year) but processed on the 05/07/2019 (current financial year). Customer therefore claiming for the 17/18 and 18/19 financial years and ongoing from the 01/07/2019.

The Service Officer needs to code the following:

  • A lump sum claim needs to be assessed for the 17/18 financial year
  • Index and process a standalone FTB lump sum claim using the date of receipt the original date the claim was lodged 15/06/2019
  • Index and process a FTB instalment claim using date of receipt as the 01/07/2019
  • The system will assess an FTB lump sum claim for the period 01/07/2018 to the 30/06/2019 and FTB CUR/CZR from the 01/07/2019