Adjusting amounts on a payment summary 103-07020000

A payment summary can be amended due to adjustments. This will result in:

• an amended payment summary, or
• multiple amended payment summaries, if the adjustment covers multiple financial years

Where a payment summary is amended:

• the customer will get a letter of amendment advising why the details have changed
• these details will also transfer to the Australian Taxation Office (ATO) who will pre-fill the customer's tax return

An automatic adjustment can recalculate the customer's payment summary. This can include:

• returned payments - the customer did not receive the payment. Adjustment to the payment summary is not required
• Benefit Transfer (BTR) - adjustment the payment summary if the period covers a previous financial year. No BTR processing for Farm Household Allowance (FHA) payments is required
• debt processing

Debt processing includes:

• standard debts - once the first repayment for a debt has been received, an amended payment summary is issued to the customer. This will change the payment amount
• special debts:
• An amended payment summary is issued for the relevant financial year when the debt has been repaid in full
• Where a debt covers multiple financial years and amended payment summary is issued when the component for the relevant financial year is repaid in full
• The Resources page contains a list of special debt codes.

The ATO require payments to be recorded on the payment summary, for the financial year in which they were received. If arrears are for a previous financial year, but are delivered in a different financial year, the payment summary will not be amended.