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Manual reconciliation procedure for child support estimates (from 1 July 2011) 277-07060020

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This document explains the process to:

  • manually reconcile an estimate of income (from 1 July 2011). Most reconciliations are automatically performed by Cuba, Manual intervention is required in specific circumstances
  • follow in other specific circumstances. For example, a customer disputes the reconciliation outcome

International customers and overseas estimates

If the estimate is for an International customer, a 'Reconciliation Required' or ‘Pending Auto Reconciling Inc’ intray will generate on receipt of an ATO income. These intrays may also generate for an estimating customer who had income as both an Australian resident and as an overseas resident.

'Est Rec Tax Ret Not Lodged’ intrays will be generated for customers who have lodged an overseas estimate but where no ATO income is received.

See Reconciling an overseas estimate (from 1 July 2011) for help in manually processing these estimate reconciliations.

How to determine if an estimate requires reconciliation

Generally, if the actual Adjusted Taxable Income (ATI) is higher than the estimated ATI, the estimate will be reconciled. However there are exceptions to this where the higher income should not be used to reconcile. For more details, see Determine if an estimate requires reconciliation.

Not reconciling an estimate where the income is higher

In cases where reconciling an estimate with a higher income would benefit the estimating parent, the Estimate must not be reconciled. The status of these Estimates must be set to Recon No Change. The Resources page has an example. If a Service Officer identifies an Estimate where reconciliation appears to have had an unfair outcome, they escalate to a Service Support Officer (SSO). An error correction and lodgement of a system incident form may be required.

National Disability Insurance Scheme (NDIS), National Redress Scheme, Territories Stolen Generations Redress Scheme and First Home Super Saver (FHSS) Scheme

Payments (either ongoing or a lump sum) received by customers under the NDIS, National Redress Scheme, Territories Stolen Generations Redress Scheme or FHSS Scheme are not considered income for Child Support purposes.

If a customer provides NDIS, National Redress Scheme, Territories Stolen Generations Redress Scheme or FHSS Scheme payments as an income source, or it is established the customer is receiving these payments, document for information only.
See Documenting Child Support information.

Do not include in any income calculations.

For more details, see the Resources page for a link to:

  • National Disability Insurance Scheme (NDIS)
  • National Redress Scheme
  • Territories Stolen Generations Redress Scheme

The Resources page contains:

  • link to Deceased Customer Management Team contact details
  • submission templates for section 63AE decisions
  • an example of reverse case estimate reconciliation when manual intervention is needed
  • information about FAR, DoE and DoN
  • link to UQ90.02 letter, and
  • an example of not reconciling an estimate where the income is higher

 

Child support estimates - Reconcile (from 1 July 2011)

Auto reconciliation procedure for child support estimates (from 1 July 2011)

Reconciling an overseas estimate (from 1 July 2011)