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Applying the Parental Income Test (PIT) for ABSTUDY and Youth Allowance (YA) 108-02010020

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This page contains the process for applying the PIT for ABSTUDY and Youth Allowance YA.

On this page:

Apply the Parental Income Test (PIT)

Tax File Number (TFN) exemption review for Parental Income Test (PIT) parent

Determine parental income

Code YA and ABSTUDY parental income


Apply the Parental Income Test (PIT)

Table 1: this table describes the application of the PIT for ABSTUDY and YA.

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Step

Action

1

Independent status

Is the customer considered to be independent for the purposes of ABSTUDY or YA?

2

Determine the PIT parent(s)/guardian(s)

Establish who the correct PIT parent(s)/guardian(s) are.

Note: If the customer is assessed for away from home rate, the parent being used to assess the away from home rate must be the same parent used for the purposes of the PIT. It is not possible to pay the away from home rate based on one person and use someone else’s income for the PIT (e.g. a grandparent)

If the customer normally lives with their parent(s)

The parent(s) and step-parent are the PIT parent(s) for customers who normally live with:

  • their natural, adoptive or relationship parent(s), or
  • a parent and step-parent.

See also If there is a step-parent below

Note: the birth/natural parent is no longer the parent for ABSTUDY purposes when a student has a parent under traditional Aboriginal or Torres Strait Islander adoption. This means that the birth parent may be the private board provider, and/or the travel supervisor. The birth parent is not considered the parent when assessing eligibility under the Away from Home award for students in traditional Aboriginal or Torres Strait Islander adoption relationships.

If the customer does not normally live with their parent(s) and:
  • their parents are divorced or separated, the PIT parent is the parent they last lived with. If the parent has a partner who is not the customer’s natural or adoptive parent (a step-parent), and the customer does not normally live with the step-parent, the step-parent's income is not included in the PIT. See also If there is a step-parent below
  • is wholly or substantially dependent on someone other than a parent, that person may be considered to be the PIT parent, e.g. a customer’s grandparents. It cannot be the partner of the customer.

If none of the above applies, the PIT is applied to the parent with whom they last lived.

Shared custody situations (including Separated under one roof (SUOR))

A dependent ABSTUDY or YA customer nominates the parent with primary care responsibility. In 50/50 shared care situations the customer nominates which parent they want assessed for the PIT.

If there is a step-parent

For YA and ABSTUDY purposes, a step-parent is the married or de facto partner of the parent who has primary care and responsibility of the dependent customer.

The income of the step-parent is included in the PIT where:

  • the step-parent lives with the parent, and
  • the customer normally lives with the parent and step-parent

The earliest the income of the step-parent may be applied to the PIT is the date the parent and step-parent are considered to be normally living together. This may include while the customer is absent from the primary home but normally lives with the parent.

The customer is considered to be normally living with the parent and step-parent where the customer's primary home address is the same as the parent and step-parent. This includes customers who live away from home:

  • for study
  • to undertake their Australian Apprenticeship
  • to search for work
  • to undertake other activities, and
  • who have not established their own permanent and separate home away from their parent and step-parent. That is, they intend to return to the parental home

Customers living arrangements may not be considered permanent and separated, for example, if they:

  • live in campus accommodation
  • must pack up their belongings and return home during semester break, and
  • will not have a lease during the semester break

For the purposes of the PIT, the step-parent's income should not be included when the customer:

  • has established a permanent and separate home, and
  • has no intention of returning to the parental home, other than to visit

If a customer has established a permanent home and they return to the parental home to live, they must notify Services Australia.

For more information on notifiable events for:

3

Check parent's details

Check the parent details and update as required within the customer's record.

If the customer is claiming:

  • YA, go to the PIT Parent Selection (NPPS) screen via Super Key
  • ABSTUDY online or via Assisted Customer Claim (ACC), select the Relations menu
  • ABSTUDY via the ABSTUDY Claiming Tool or paper claim, update the PIT Parent Selection (NPPS) screen as required

See Creating, updating and ending Parental Income Test (PIT) links for dependent student, Australian Apprentice and job seeker customers where:

  • no CRN exists for the parent(s)/guardian(s), or
  • PIT links require updating

A Tax File Number (TFN) or TFN exemption must be recorded for each PIT parent for YA or ABSTUDY to be paid. Parent TFN details can be viewed via:

  • the Relationship Summary (NRS) screen in Customer First, or
  • the parent(s)/guardian(s) record via the Relations menu in Process Direct

See Table 2 if allocated a:

  • ZALL_TFN_GEN TFN - EXEMPTION REVIEW for a PIT parent, or
  • PIT parent TFN requested Fast Note DOC

If there is no TFN for the parent(s)/guardian(s) showing on the Tax File Number (TFN) or Tax File Number Authorisation Summary (TFS) screens, the parent(s)/guardian(s) must be asked to provide their TFN or provide a valid TFN exemption reason.

If no TFN, or TFN exemption, has been provided by the parent(s)/guardian(s) and the customer is:

  • a YA claimant, the claim must be manually rejected
  • a current YA customer, the payments will cancel Failed to Supply Documents (FSD)
  • an ABSTUDY customer, all reasonable efforts should be explored to assist the parent to obtain the TFN. See Tax File Number (TFN) for ABSTUDY

4

Other dependants to be included in the family pool
  • Other dependant siblings will be included in the family pool for calculation of the PIT reduction amount if they:
  • are receiving:
    • ABSTUDY
    • Assistance for Isolated Children (AIC) (Additional Boarding Allowance) students, or
    • YA
  • meet the definition of a Family Tax Benefit (FTB) child aged 0 - 15 or 16-19 years and in full-time secondary study
  • are a regular care children and whose parent(s) have verified rent recorded

Note: for an FTB child or regular care child, the maximum notional FTB rate calculation includes verified Rent Assistance (RA). If the parent has advised they are paying rent and it is not verified, see Completing the Accommodation Details (AC) screen and assessing Rent Assistance (RA) and then return to this procedure.

Are there any other dependants in the family to be included in the family pool?

5

Code sibling details

If the customer is claiming YA or ABSTUDY, dependent siblings with a parent in common with the customer are automatically linked when PIT links are created.

If other siblings are being included as part of the family unit, and the siblings have not been linked on the PIT Sibling Selection (NPSS) screen, see Linking sibling records with customers/students/Australian Apprentices/job seekers - Parental Income Test (PIT) before returning to this process.

For more information on how to code siblings details, see Changes which may affect the Parental Income Test (PIT).

6

Check for a PIT exemption

For YA and ABSTUDY customers, a PIT exemption applies if a parent(s)/guardian(s):

  • receives a social security payment or a payment paid by the Department of Veterans' Affairs (DVA) listed in Module L of Section 1067G of the Social Security Act 1991 (for example, Service Pension, Income Support Supplement (ISS), Veteran Payment)
  • receives ABSTUDY Living Allowance
  • receives Farm Household Allowance (FHA)
  • holds a current Health Care Card (HCC) (ABSTUDY only)

For YA, an exemption does not apply if the customer's parent is receiving an income support payment and is:

  • in an Income Maintenance period
  • in an employment income nil rate period
  • in an income review period
  • cancelled or suspended, or
  • on Age Pension with a status of CZR PLS, indicating receipt of their entire payment as Home Equity Access Scheme (HEAS)

For ABSTUDY, an exemption does not apply:

  • for a period after the expiry date on the card
  • where a parent holds a HCC because they receive a social security Mobility Allowance (MOB) or Carer Allowance (CA) (for a disabled child)
  • if the applicant or the applicant's partner is not receiving an income support payment and holds only a Pensioner Concession Card (PCC) or a Commonwealth Seniors Health Card (CSHC)
  • if a parent only holds a Low Income Health Care Card (LIC) (only for ABSTUDY Living Allowance customers), or
  • if the customer's parent's income support payment is:

Note: for YA and ABSTUDY: a recent change in parental circumstances may trigger a review or request of parental income details, see Changes which may affect the Parental Income Test (PIT).

Does the parent(s)/guardian(s) meet one of the conditions for a PIT exemption?

7

PIT exempt

For most PIT exemption categories, the system will automatically update the PIT exemption reason on the:

  • Household Income and Assets (NHI) screen in Customer First
  • Manage Parental Income (NHI) screen in Process Direct

If the appropriate PIT exemption does not display on NHI, see Process > Step 4 in Circumstances when the Parental Income Test (PIT) does not apply before returning to this step.

For ABSTUDY where a PIT exemption applies because parent(s)/guardian(s) hold a Health Care Card (HCC) based on receipt of maximum rate Family Tax Benefit (FTB) Part A, a manual PIT exemption may need to be coded on the system:

  • check the Future Activity List (FAL) screen to make sure an auto review is present. The auto review should be maturing on the day before the HCC auto exemption is due to stop
  • if no auto review is present on the FAL screen, in Customer First, create a manual review on the Review Registration (RVR) screen and complete the fields as follows:
    • Service Reason: ABY
    • Review Reason: REV (Manual Review)
    • Due Date: 7 days before the expiry date of the HCC
    • Source: INT
    • Date of Receipt: today's date
    • Note: Check continued eligibility for PIT exemption based on the parent(s)/guardian(s) being in receipt of a HCC. Return to OB 108-02010020 for action
    • Keywords: #NSSBRU
    • Workgroup: leave blank
    • Position: leave blank
    • Transfer to Region: ABS
  • The review will mature on the Due Date coded in the RVR activity. Workload Management will allocate the review for manual action

If the customer is claiming:

  • YA, go to the Manage Parental Income (NHI) screen in Process Direct
  • ABSTUDY online or via Assisted Customer Claims (ACC), select the Relations menu icon in Process Direct
  • ABSTUDY via the ABSTUDY Claiming Tool or paper claim, update the PIT Parent Selection (NPPS) screen as required

Note: if verified income details are supplied for all linked parent(s)/guardians(s), including where actual income is available on the FAO Income for Previous Year (FIPY) screen, code details on the NHI screen. This will avoid having to request the parental income details again if the parents' circumstances change and the PIT exemption no longer applies

Have verified income details been supplied for all linked parent(s)/guardian(s)?


Tax File Number (TFN) exemption review for Parental Income Test (PIT) parent

Table 2: this table provides the process for actioning a TFN exemption review for a PIT parent.

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Step

Action

1

TFN exemption review for PIT parent/s

Different work items allocate depending on the stage of the PIT parent’s TFN exemption review.

If the work item is a:

  • ZALL_TFN_GEN work item on the PIT parent’s record, go to Step 2
  • PIT parent TFN requested Fast Note that has passed its due date, go to Step 5
  • scanned document of a PIT parent’s TFN in response to a TFN request, go to Step 5

2

Review PIT parent/s TFN exemption reason

The ZALL_TFN_GEN appears on the Activity List (AL) screen in Customer First as CLI/CDC activity with TFN - EXEMPTION REVIEW in the activity notes.

Review the TFN exemption code on the TFN entry with the PAR service reason on the parent’s Tax File Number Authority Summary (TFS) screen.

See Tax File Number (TFN) exemptions and Manual Follow-up (MFU) actions for TFN exemption code descriptions.

If the exemption code is:

3

OVS – Person Overseas exemption

PIT parents living overseas may never have had to apply for a TFN. Do not request a TFN for a parent who has never lived in Australia.

Has the PIT parent ever lived in Australia?

4

Request the PIT parent/s TFN

Requests for the TFN of a PIT parent, needed for a dependent customer’s YA or ABSTUDY, must be sent to the customer, not the parent.

Do not use a Request for Information (RFI), send a Request for parent tax file number Q888:

To determine the due date for the TFN request, see Requesting information (CLK).

In the customer’s record:

  • create a Fast Note. Select Auto Text, use Students, ABSTUDY and Apprentices > Update > PIT parent TFN requested
  • edit the Auto Text with the relevant details, delete any options that are not required
  • add a keyword. If the customer’s payment is:
    • ABSTUDY use ABSTFN
    • YA use PARTFN
  • hold the Fast Note DOC until the day after the TFN due date.

In the parent’s record:

  • select the TFN - EXEMPTION REVIEW activity from the Activity List (AL) screen
  • finalise the activity via the Assessment Results (AR) screen
  • record details of the update on a DOC

Procedure ends here until TFN supplied or held Fast Note DOC is due.

5

PIT parent TFN supplied or TFN request due

The TFN may have been recorded/scanned on either the customer’s or PIT parent’s record, check both.

Has the PIT parent’s TFN been provided?

6

PIT parent/s TFN not provided

Either a TFN or a valid TFN exemption is required for each PIT parent. If the TFN has not been supplied, check whether the TFN exemption is still valid.

Is the PIT parent’s temporary TFN exemption still valid?

7

TFN exemption still valid

Where the PIT parent’s TFN has not been supplied but the TFN exemption is still valid, updates to both the parent’s and customer’s records may be needed.

In the parent’s record:

  • if there is still a TFN – EXEMPTION REVIEW activity on the AL screen:
    • select the activity
    • finalise via the Assessment Results (AR) screen
  • record details of the exemption review on a DOC

On completion of the TFN – EXEMPTION REVIEW activity, the system creates the following to review the exemption again in 90 days:

  • a new Review Date on the TFN Authority (TFN) screen, and
  • an MFU on the Future Activity List (FAL) screen

In the customer’s record:

If a PIT parent TFN requested DOC is present:

  • annotate that DOC to show the exemption review has been completed and to see the PIT parent’s record for details
  • complete the DOC

Procedure ends here.

8

TFN exemption no longer valid

Where the PIT parent/s TFN has not been supplied and the TFN exemption is no longer valid, update the customer’s record.

Cancel the customer’s payment:

  • go to the Benefit Action (BA) screen and update these fields:
    • Svc Rsn: YAL or ABY
    • Action: CAN
    • Reason: FSD – Failed to Supply Documents
    • Effect Date: date paid to +1
    • Notes: relevant details
    • Source and Receipt date: as appropriate
    • finalise the activity via the Assessment Results (AR) screen
  • annotate the PIT parent TFN requested DOC to show that the TFN has not been supplied and the exemption is no longer valid, complete the DOC
  • record details of the cancellation on a separate DOC

Do not make any updates to the parent’s record.

Procedure ends here.

9

PIT parent TFN has been provided

If the parent’s TFN was uploaded or scanned to the customer’s record, move it to the parent’s record. See Table 2 in Moving, copying or updating Centrelink digital images.

Annotate the PIT parent TFN requested DOC on the customer’s record to show that the TFN has been supplied and to see the parent’s record for details.

Do not record TFNs in DOCs. Complete the DOC.

In the PIT parent’s record in Customer First update the TFN. If a TFN – EXEMPTION REVIEW activity is on the AL screen, select that activity and make updates in it:

  • go to the TFN Summary (TFS) screen
  • select the TFN entry with a PAR service reason
  • select Continue
  • on the TFN Authority (TFN) screen update these fields:
    • TFN: enter TFN
    • Auth: Y
    • Exemption Reason: delete exemption code
    • Would you like to Correct – yes
    • Source and Receipt date: as appropriate
    • Select Continue
  • finalise the activity via the Assessment Results (AR) screen
  • complete any open digital work item related to the TFN scan/upload
  • record details on a DOC. Do not record TFNs in DOCs

Procedure ends here.


Determine parental income

Table 3: this table describes the process to assess combined parental income, verification of income, base and current tax years.

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Step

Action

1

Determine parental income amount

If a customer claims and has received YA/ABSTUDY/Assistance for Isolated Children (AIC) in the same year, and the parent(s)/guardians(s) have previously provided their income details for the relevant tax year, they do not need to provide them again. For more information see Table 1 in Completing Parent(s)/Guardian(s) details for the Base Tax Year and Current Tax Year (MOD JY).

If parental income information is required, the parent(s)/guardian(s) combined income for the base and/or current tax year must be provided.

https://ourblueprint.internal.dept.local/content/images/icon-ss-phone-32px.png|A self service option is availableParental income should be provided using the Advise Parental Income (API) online service. See Completing Parent(s)/Guardian(s) details for the Base Tax Year and Current Tax Year (MOD JY) for more information.

Claims between September and December

Customers who claim between September and December, are asked to provide both the base tax year and the current tax year at the time of claim. Attempt to obtain both financial years at the time of claim.

If current tax year information is not available, finalise the claim using base tax year information. An Annual Parental Income review will issue automatically after the claim is granted.

Step-parents

Only include step-parent income where appropriate, see Background for more information.

Parental income

Combined parental income equals the sum of:

  • taxable income:
  • includes taxable income less any allowable deductions, if it is below or above the tax-free threshold
  • a negative taxable income amount is counted as zero. The Australian Taxation Office (ATO) consider a loss as meaning the person has no taxable income and often taxation losses can be deducted from future taxable income. A tax loss cannot be offset against the other components of parental income
  • if the parent is self-employed or a sole trader, Services Australia accepts the figure on their Tax Notice of Assessment (NOA) for the purposes of PIT

Note: if the parent(s)/guardian(s) receives compensation and they are unsure if it is taxable or not, tell them to contact the ATO.

  • adjusted employer provided reportable fringe benefits, including salary sacrifice, as shown on the customer's group certificate:
  • exempt reportable fringe benefits are automatically converted to the lower adjusted amount using the fringe benefits tax rate
  • other reportable fringe benefits are not converted. 100 per cent is included in parental income
  • reportable superannuation contributions
  • target foreign income (except if received as a gift from an immediate family member)
  • total net investment losses
  • tax free pensions and benefits are included in the PIT. Use the Tax Payment Summary (TXGS) screen for payments made under the Centrelink program, or obtain information from parents if received from another government department or agency
  • less maintenance paid

If the parent/s have received income from overseas within the Australian financial year period, the foreign income must be converted to Australian Dollars (AUD), see Foreign currency and exchange rates.

Non-lodgers

If a PIT parent has indicated they are not required to lodge a tax return, they are required to provide responses for all income sources, but the API may only ask for:

  • foreign income
  • tax-free pensions and benefits, and
  • maintenance paid

A MOD JY form or verbal MOD JY is needed where the API has not asked a confirmed non-lodger if they had:

  • taxable income, or
  • other income from:
  • exempt reportable fringe benefits
  • other reportable fringe benefits
  • net investment losses, or
  • reportable superannuation

Verification

Verification of parental taxable income is required:

  • for all new YA/ABSTUDY claims (unless the declared amount precludes payment, see Estimates, below), or
  • where an estimate of parental income was previously provided and a PIT estimate review/letter has been issued requesting actual taxable income

See Documents accepted as evidence of parental income.

Estimates

Estimates may be accepted where the parent(s)/guardian(s) have not provided, or are not yet able to provide, verification.

Do not code estimates where there is a current PIT exemption.

For new claims, the parent(s)/guardian(s) may indicate in their MOD JY they have received their NOA but not supply evidence. If this occurs, update:

  • NHI with Estimate field ‘Y’, and
  • Review Date field as 14 days after the claim is processed except where the YA start date is more than 14 days after the date the claim is processed. In this case, code the start date + 1 day

Estimates cannot be accepted after 1 September of the calendar year following the tax year being assessed.

If the declared amount precludes payment of YA, verification is not required. If the claim is being assessed:

  • before 1 September, record the income as an estimate and allow the system to reject or cancel Parental Income too High (PIH). If the claim rejection is finalised before the review date, the request for verification will not issue. Code the review date as:
  • 14 days after the date the claim is processed, or
  • 1 September, if the claim is being processed in the 14 days before 1 September
  • after 1 September and the system will not accept an estimate:
  • delete provisional data from the Household Income and Assets (NHI) screen
  • reject the claim Failed to Supply Documents (FSD)
  • if evidence of parental income is the only document the customer failed to provide, create a Fast Note - select Auto text, use Generic > Claims > YAL rejected FSD for TNAs

When an estimate is recorded:

  • a reminder letter automatically issues on the review date recorded on the NHI screen
  • the customer's payment auto suspends Failed to verify parental income (PIE) 21 days later if:
  • verification is not provided, or
  • the estimate review date is not extended

This verification process applies to:

Is more information required?

2

Substantial change in income

Has the parent(s)/guardian(s) indicated that their income has substantially changed since the base tax year?

3

Requested information not returned

If the requested information has not been returned by the due date, and the activity being actioned is:


Code YA and ABSTUDY parental income

Table 4: this table describes the screens to use and system hints for coding parental income.

Expand table

Step

Action

1

Record taxable income for appropriate tax year

If coding parental income for:

  • YA or ABSTUDY claims lodged online, Assisted Customer Claim (ACC) or via a SOA shell created after lodgement of an SY001 or SY019 for tertiary students, use Process Direct
  • Otherwise, use the Household Income and Assets (NHI) screen in Customer First

A new NHI page or entry must be inserted unless correcting existing parental income details for a financial year.

Code the Event Date. To determine the Event Date, see Event date for parental income.

For claims in Process Direct, the event date defaults to the date of lodgement of the claim.

Code the Financial Year Ending: as the base year, or the current year if a current year assessment is being applied.

Code the taxable income assessed by the Australian Taxation Office (ATO) or an accepted reasonable estimate separately for each parent/guardian.

If the parent(s)/guardian(s) have declared that their, and their partner's, parental income from all sources is $0, and:

  • they have not indicated a substantial reduction in their income in the year following the base tax year which will last at least 2 years, or
  • there are no other dependent siblings with information recorded on their siblings’ NHI screen which contradicts the $0 income declared on the online or paper MOD JY, or
  • there is no actual income on the parent/guardian(s) FAO Income for Previous Year (FIPY) screen which contradicts the $0 income declared on the online or paper MOD JY, go to Step 2

If the parent has not provided the actual parental income, and/or the estimate provided is not reasonable, the NHI must remain coded as $0:

  • go to the NHI screen
  • in the Taxable Income field, delete any entry for the relevant parent(s)/guardian(s) leaving the field blank
  • the system will automatically populate the Taxable Income field with $0
  • finalise the activity ensuring the outcome is correct

If the parental income is an estimate, key ‘Y’ in the Estimate field, enter the date the parent(s)/guardian(s) expect that their Taxation Notice of Assessment will be available in the Review Date field.

If parental income is recorded with an estimate and they have now provided the actual parental income, see Assessing and coding parental income for ABSTUDY, Assistance for Isolated Children (AIC) and Youth Allowance (YA).

If the customer is PIT exempt, and the parental income provided is an estimate, do not record any income on the NHI screen. If a customer has 2 PIT parents but only one with a PIT exempt reason, the system may populate income of $1 for the other parent. To make sure no combined income is recorded, and the PIT review letter will issue if the exempt parent loses their exemption, code the following on the non-exempt parent's NHI screen:

  • in the Taxable Income field, delete any entry for the relevant parent(s)/guardian(s) leaving the field blank
  • the system will automatically populate the Taxable Income field with $0
  • finalise the activity ensuring the outcome is correct

Is other parental income declared?

2

Zero taxable income for PIT purposes

For some claims or PIT activities, $1 may automatically be coded by the system in the Taxable Income field on the NHI screen.

The following workaround may need to be undertaken when assessing taxable income to stop the system from:

  • incorrectly rejecting or cancelling YA with the PIA (Parental Income & Assets Not Provided) reason, or
  • stopping the payment of ABSTUDY Living Allowance, or
  • incorrectly adding unnecessary $1 amounts to the overall PIT calculation result

The action required is determined based on the number of parent(s)/guardian(s) the customer is being assessed against, and the amount of taxable income and other income components which form part of the PIT.

At least one parent must have at least $1 of taxable income recorded.

  • If there is one PIT parent and:
    • their income is less than $1, key $1 in the Taxable Income field
    • their income is $1 or more, code the actual income as advised or verified
  • If there are 2 PIT parents, and
    • both parents' income is less than $1, code $1 for each in the Taxable Income field
    • one parent's income is less than $1 and the other is $1 or more, code $1 for the parent with zero income and the actual income as advised or verified for the parent with income of $1 or more

Go to Step 4.

3

Record other income for appropriate tax year

If other income is available from the FIPY screen or has been provided by the parent(s)/guardian(s), record the details on the NHI screen:

  • Overseas income: income earned outside Australia that is not taxable in Australia.
    Note: the Australian Dollar value can be manually calculated by dividing the foreign currency amount by the exchange rate at 1 July of the relevant financial year
    • Go to the Foreign Exchange Summary (RDFXS) screen
    • In Process Direct, select the Relevant Country or Currency.
      Select Search
    • In Customer First, select S for the relevant currency and scroll down to find the historical rates on the Foreign Exchange Details (RDFXD) screen
  • Maintenance paid: amount paid as child support or to support a previous partner
  • Net Investment Loss: total net investment losses
  • Reportable super: reportable superannuation contributions
  • Tax free pensions/benefits: total of all applicable amounts received
  • Exempt reportable fringe benefits: the reportable fringe benefit amount, as recorded on a customer's group certificate, should be advised and recorded. Once recorded, this is automatically converted to the lower adjusted amount using the fringe benefits tax rate (see field help)
  • Other reportable fringe benefits: the reportable fringe benefit amount, as recorded on a customer's group certificate, should be advised and recorded. Once recorded, this amount will not be converted. 100 per cent will be included in parental income

Note:

  • assessments made before 1 January 2016 also included Maintenance Received as a component of income
  • if processing update within Process Direct, each parent CRN in the Manage Parental Income (NHI) screen should be selected to view and compare actual parental income figures from the parent record

4

Record details of the update on a Note/DOC

Document the record with details of updates made. See Online Document Recording (ODR).