Recording other income on the Other Income (OIN) screen 108-05020010

If processing a new claim or updating income and assets for a change of circumstances (CoC) activity, see Coding income and assets for Centrelink payments and services to determine steps required to view details of the information advised and action required to complete the activity.

If income details have previously been recorded on another screen incorrectly:

• Delete or cease the incorrect coding, as appropriate
• Code on the appropriate screen using the same event date as the deletion as long as this is the correct date for the change of circumstance

Before starting an update, see Assessment of income for Centrelink payments to determine the treatment of the income received.

• For new advice of income not previously recorded, go to Step 2
• For an update to ongoing income previously recorded, go to Step 4
• For ceasing income, go to Step 5

The following information is required to record other income on the Other Income (OIN) screen:

• income type
• source of the payment
• amount of the payment
• frequency that income is paid if it is ongoing

Is sufficient information available?

• Yes, go to Step 3
• No:
• See Requesting information (CLK)
• Procedure ends here until sufficient information is available

If a customer already has an assessment for an amount from the same source on the Other Income (OIN) screen, do not code new income using that existing entry, unless:

• the assessment of the previous income has finished, or
• there is a change to the rate of existing ongoing income

For example: If there is income from 1 January 2020 to be assessed for 1 year, and another payment has been received on 1 June 2020 from the same source, a new entry must be created on the OIN screen using a different description. Do not record the new details under the existing entry as this replaces the details. A new entry must be added so that both income amounts can be assessed at the same time.

Process Direct

• Go to the OIN screen
• Select Add
• Complete the following:
  Income Type: Select the appropriate type code based on the income received
  Description: Free text to give a description of the other income
  Reference: Enter any reference number for the income type/source
  Start Date: The start date of the change or start of an assessment period
  Frequency: The frequency the customer receives the amount of other income
• For lump sums which are to be assessed for a 52 week period, use frequency 'ANN' - Annual. Do not use the frequency 'ONE'- One Off
• For ongoing income, record using the frequency that the customer receives the income, for example '1WE' - One Weekly, '2WE' - Two Weekly. Do not use the frequency 'ANN' - Annual
• Gross Amount: Amount of the other income
• Work Bonus%: If the other income type is eligible to have the Work Bonus applied, the Work Bonus% will be selectable:
• If the customer is eligible for Work Bonus the percentage of their employment or self-employment income from royalty, commission or contract income (type ROC) that has been earned from personal exertion is to be recorded
• Select Save
• Complete the Receipt Date and Channel: fields and select Save
• Select Assess and address any errors/warnings shown in the Message Log on the Errors (SWE) screen
• Navigate to the Entitlements (ELD) screen by selecting Assess again
• Once satisfied that the outcome shown is correct, select Finish
• Record details of the update in the Note on the Finalise screen
• Select Finalise to complete the transaction

Customer First

Go to the Other Income (OIN) screen and code the following:

• Type: Enter the appropriate type code based on the income received
• Description: Free text to give a description of the other income (30 character limit)
• Reference: Enter any reference number for the income type/ source (12 character limit)
• Event Date: Date of event for the change or start of an assessment period
• Amount $: Amount of other income
• Freq: The frequency the customer receives the amount of other income:
• For lump sums which are to be assessed for a 52 week period, use frequency 'ANN' - Annual. Do not use the frequency 'ONE'- One Off
• For ongoing income, record using the frequency that the customer receives the income, for example '1WE'- One Weekly, '2WE' - Two Weekly. Do not use the frequency 'ANN' - Annual
• Work Bonus income %: If the other income type is eligible to have the Work Bonus applied, the Work Bonus income % will display:
• If the customer is eligible for Work Bonus the percentage of their employment or self-employment income from royalty, commission or contract income (type ROC) that has been earned from personal exertion is to be recorded
• Source: Information source
• DOR: Date of receipt of information

Go to Step 6.

If a customer already has an assessment for an amount from the same source on the Other Income (OIN) screen, do not code new income using that existing entry, unless:

• the assessment of the previous income has finished, or
• there is a change to the rate of existing ongoing income

For example: If there is income from 1 January 2020 to be assessed for 1 year, and another payment has been received on 1 June 2020 from the same source, a new entry must be created on the OIN screen using a different description. Do not record the new details under the existing entry as this replaces the details. A new entry must be added so that both income amounts can be assessed at the same time.

When the customer’s ongoing income amount changes for income recorded on the OIN screen, the new income amount must be recorded under the existing entry on the OIN screen.

Process Direct

• Go to the OIN screen
• Expand the existing entry for the ongoing income and add a new row
• Complete the following:
  Start Date: The date the new income amount was first paid
  Frequency: The frequency the customer receives the amount of other income
• For lump sums which are to be assessed for a 52 week period, use frequency 'ANN' - Annual. Do not use the frequency 'ONE'- One Off. Code a review, go to Step 6
• For ongoing income, record using the frequency that the customer receives the income, for example '1WE' - One Weekly, '2WE' - Two Weekly. Do not use the frequency 'ANN' - Annual
• Gross Amount: Amount of the other income
• Work Bonus%: If the other income type is eligible to have the Work Bonus applied, the Work Bonus% will be selectable:
• If the customer is eligible for Work Bonus the percentage of their employment or self-employment income from royalty, commission or contract income (type ROC) that has been earned from personal exertion is to be recorded
• Select Save
• Complete the Receipt Date and Channel: fields and select Save
• Select Assess and address any errors/warnings shown in the Message Log on the Errors (SWE) screen
• Navigate to the Entitlements (ELD) screen by selecting Assess again
• If the outcome shown is correct, select Finish
• Record details of the update in the Note on the Finalise screen
• Select Finalise to complete the transaction

Customer First

Go to the Other Income (OIN) screen, select the existing entry for the ongoing income and code the following:

• Event Date: The date the new income amount was first paid
• Amount $: Amount of other income
• Freq: The frequency the customer receives the amount of other income:
• For lump sums which are to be assessed for a 52 week period, use frequency 'ANN' - Annual. Do not use the frequency 'ONE'- One Off
• For ongoing income, record using the frequency that the customer receives the income, for example '1WE' - One Weekly, '2WE' - Two Weekly. Do not use the frequency 'ANN' - Annual
• Work Bonus income %: If the other income type is eligible to have the Work Bonus applied, the Work Bonus income % will display:
• If the customer is eligible for Work Bonus the percentage of their employment or self-employment income from royalty, commission or contract income (type ROC) that has been earned from personal exertion is to be recorded
• Source: Information source
• DOR: Date of receipt of information

If a new review is required to be set, go to Step 6. Otherwise, procedure ends here.

When the customer’s ongoing income amount changes for income recorded on the Other Income (OIN) or a lump sum recorded has reached the end of its assessment period, the entry on the Other Income (OIN) screen must be ceased.

The correct date to cease an entry depends on how the income is paid (for example, a lump sum or ongoing income).

• For lump sum income:
• The income should be ceased after the end of the lump sum assessment period
• For example: if a lump sum which was to be assessed for 52 weeks was received 1 September 2021, the assessment period would be from 1 September 2021 to 30 August 2022, inclusive
• Income would be ceased from 31 August 2022, the day after the lump sum assessment period has elapsed
• For ongoing income:
• The income should be ceased after the assessment period of the last instalment of income received
• For example: if the income was received fortnightly and the last payment was received 1 July 2022, the assessment period for this amount would be from 1 July 2022 to 14 July 2022, inclusive
• Income would be ceased from 15 July 2022, the day after the assessment period of the last instalment of income received

Process Direct

• Go to the OIN screen
• Expand the existing entry for the income and add a new row
• Complete the following:
• Start Date: Enter the date that the income is being ceased from, see above for assistance
• Gross Amount: Zero
• Select Save
• Complete the Receipt Date and Channel: fields and select Save
• Select Assess and address any errors/warnings shown in the Message Log on the (SWE) screen
• Navigate to the Entitlements (ELD) screen by selecting Assess again
• Once satisfied that the outcome shown is correct, select Finish
• Record details of the update in the Note on the Finalise screen
• Select Finalise to complete the transaction

Customer First

Go to the Other Income (OIN) screen, select the existing entry for the ongoing income and code the following:

• Event Date: Enter the date that the income is being ceased from, see above for assistance
• Amount $: Zero
• Source: Information source
• DOR: Date of receipt of information

Note: ensure the corresponding review on the Future Activity List (FAL) screen is removed, if applicable.

Procedure ends here

Code a review to check or cease the income after the period the income is to affect the customer.

• A review for 52 weeks is not needed if income is coded as 'ANN' on the Other Income (OIN) screen as the system automatically creates the review for 12 months to cease the assessment
• If the income is not coded as 'ANN', in Customer First create a manual review on the Review Registration (RVR) screen and complete the fields as follows:
• Service Reason: customer's payment type
• Review Reason: INC (Income Review)
• Due Date: applicable date in the future to review or cease the income
• Source: INT
• Date of Receipt: today's date
• Notes: 'Income received from <insert payer as per OINS coding> for period <insert period of payment>. Review/cease income as of xx/xx/xxxx.'
• Keywords: OINS
• Workgroup: leave blank
• Position: leave blank
• Transfer to Region: leave blank
• The review will mature on the Due Date coded in the RVR activity. Workload Management will allocate the review for manual action
• .For example: if the income was received on 1 May 2017 and is to be assessed for 6 weeks, the review should be set for 12 June 2017 to cease the income at the end of the 6 week period

Note: check that any income coded previously using an ongoing assessment code (for example, 2WE) on the Other Income (OIN) screen has been ceased from the end of its assessment period. If income is ceased, ensure the corresponding review on the Future Activity List (FAL) screen is removed, if applicable.

Procedure ends here.