LEX 81005 Document Final.pdf

LEX 81005 - Administrative Release - Page 1 of 6
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Recording ex-partner details 007-07030100
Currently published version valid from 18/04/2024 7:42 PM
Background

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s47E(d)

This document outlines information on how to record ex-partner details to assess entitlement
for the period a customer was partnered. All CCB/CCR references relate to financial years prior
to 2018/2019.
Separating Safely
If the customer advises they have separated, there are key tasks they should consider to protect
their personal information. See Separating Safely - protecting personal details.
Partnered period
For Family Tax Benefit (FTB),Child Care Subsidy (CCS) and Child Care Benefit (CCB)
reconciliation and FTB/CCB lump sum claims, where ex-partner details are needed to assess
the customer's entitlement for the period they were partnered during the relevant financial year.
FTB and CCB
The annual income of an ex-partner is added to the customer's annual income to work out the
FTB/CCB rate only for the period(s) they were partnered.
For separated customers, special reconciliation processing applies.
Customers who are separated as at 30 June of the relevant financial year will not be
disadvantaged due to actual taxable income for an ex-partner period if their ex-partner:
• has not lodged their income tax return, or
• if they lodge late
CCS

LEX 81005 - Administrative Release - Page 2 of 6
Different reconciliation processing applies if the customer was not partnered for the full CCS
year.
Where a customer was partnered for part of the relevant year, only the applicable proportion of
the partner’s/ex-partner’s/deceased partner’s income, based on the period they were partnered
is included in the actual income used. See Reconciliation of Child Care Subsidy (CCS).
Australian Taxation Office lodgements
From 1 July 2009, customers are no longer able to claim Family Tax Benefit (FTB) via the
Australian Taxation Office (ATO). ATO FTB lump sum claim assessments do not recognise
separations coded on the
s
s47E(d) creen. s47E(d)

If the customer advises they have separated, code details on the s47E(d)

screen.
The Resources page contains an example of recording previous changes in relationship status
for a customer.
Related links
Provision of Tax File Number (TFN) for family assistance and Paid Parental Leave scheme
payments
Previous partners and Family Tax Benefit (FTB) and Child Care Benefit (CCB) reconciliation
Processing Family Tax Benefit (FTB) lump sum claims
Separated couples and eligibility for Family Tax Benefit (FTB) for a period before separation
Reconciliation of Family Tax Benefit (FTB)
Reconciliation of Child Care Subsidy (CCS)
Reassessment of Australian Taxation Office (ATO) lump sum Family Tax Benefit (FTB) claims
Updating previous financial year incomes for Family Tax Benefit (FTB), Child Care Subsidy (CCS)
and Child Care Benefit (CCB)
Family and domestic violence

Process

For Families and Child Care Smart Centre and Medicare Processing staff only
s47E(d)

This page contains the process to update a customer's relationship status on their record to
allow assessment of Family Tax Benefit (FTB), Child Care Subsidy (CCS) and Child Care Benefit

LEX 81005 - Administrative Release - Page 3 of 6
(CCB) reconciliation and FTB/CCB lump sum claims for the partnered period. All CCB/CCR
references relate to financial years prior to 2018/2019.
Update current relationship status on customer's record
Step
Action
1
Current relationship + Read more ...
It is not necessary to link and unlink a current partner to add a previous
partner. To do an historic update on the s47E(d)
screen, in Customer
First work backwards by recording details for the most recent ex-partner and then
the next most recent ex-partner, etc.
From 1 July 2009, customers are no longer able to claim Family Tax Benefit (FTB) via
the Australian Taxation Office (ATO). ATO FTB lump sum claim assessments do not
recognise separations coded on the
s
s47E(d) creen. s47E(d)

If the customer advises they
have separated, code the separation on the s47E(d)

screen in Customer First for the relevant year. See Reassessment of
Australian Taxation Office (ATO) lump sum Family Tax Benefit (FTB) claims.
Procedure ends here.
s47E(d)
On the
screen, is the customer's current relationship status recorded?
• Yes, they are currently partnered and this is already recorded, leave the
most recent line on the
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s47E(d) creen untouched
• No, record the customer's current relationship status, that is, if they are
currently separated and this happened on 1 May 2001, then make sure the
most recent occurrence on the
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s47E(d) creen is just that (SEP: 1 May 2001)
2
Record historical ex-partners in Customer First + Read more ...
Work backwards in time to record and link ex-partners.
For example, if the customer is single from birth on the system, and the
relationship needs to be recorded from 1 Jan 2001 to 1 May 2001, record SEParation
on 1 May 2001, then the beginning of the relationship on 1 Jan 2001 and so on.
s47E(d)
By doing this an historical update is created on the
screen.
Subsequent lines cannot have same relationship status. For example, If current
status is SEParated, record a previous separation as SINgle, then once all historical
information has been recorded, 'C'orrect the lines if required.
If the ex-partner is still linked to another customer from a previous relationship, the
system will produce an error if trying to link the customer and the ex-partner.

LEX 81005 - Administrative Release - Page 4 of 6
Contact the ex-partner if they are not present and check their relationship status. If
the ex-partner advises they are:
•
in a multiple relationship, different procedures apply. See Treatment of a
partnered person as single under Section 24 new determinations
•
not in a multiple relationship and they confirm they were most recently in
a relationship with the customer only, on the ex-partner record:
o
update the
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s47E(d) creen to end the previous relationship before linking
the ex-partner to the customer in the customer’s record
o
For processes around verifying partner details, see Confirming a
partnered relationship
See the Resources page for more information.
3
Partnered code + Read more ...
When a partnered code is entered:
The screen flow will proceed to the s47E(d)
screen. Complete the search
fields with information known on ex-partner and the press s47E(d).
Are matches found and thes47E(d)
screen displayed?
•
Yes, go to Step 4
•
No, redefine search criteria if possible. If still no match for ex-partner,
s47E(d)
screen flow will default to the
s47E(d)
screen. If not, type
in
the s47E(d)field. Go to Step 5
4
Matches for ex-partner + Read more ...
s47E(d)
'S'elect match/es from the screen.
Up to 15 records can be selected at one time, type s47E(d)or
in
s47E(d) the s47E(d)field to
view the next or previously selected record.
s47E(d)
•
If an existing record for the ex-partner is found, enter
to confirm the
selection on thes47E(d)
screen. Go to Step 7
•
If no exact match found for ex-partner, repeat Step 3, however change
search criteria. If still no match found, type
i
s47E(d) n thes47E(d)field. Go to Step
5
5
No match found for ex-partner + Read more ...
The ex-partner will need to be added to the s47E(d)
to allow the historical
link to work.

LEX 81005 - Administrative Release - Page 5 of 6
Complete at least the following mandatory fields:
s47E(d)
Record any other known information on the
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s47E(d) creen.
Once record is added the screen flow will return to the
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s47E(d) creen.
6
Return to the
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s47E(d) creen + Read more ...
Continue to input historical ex-partner link details from the most recent back
to the oldest until all details provided are coded.
7
Record previous financial year income for ex-partner + Read more ...
The ex-partner income details will need to be coded on the s47E(d)

screen for previous financial years.
See Updating previous financial year incomes for Family Tax Benefit (FTB), Child
Care Subsidy (CCS) and Child Care Benefit (CCB).
8
Assessment results + Read more ...
Continue to the next screen within the activity screen flow, if processed as part
of new claim activity.
When activity is completed, finalise via the s47E(d)
screen.
Record details on a s47E(d).
9
Historical updates + Read more ...
Historical updates do not:
• create parallel activities (for example, when an activity is created on a
customer who is partnered a parallel activity will be created on the partner),
or
s47E(d)
• update ex-partner's
screens

LEX 81005 - Administrative Release - Page 6 of 6
The only resulting effect on the ex-partner record is that an s47E(d)

activity will be created to add the s47E(d)
on the ex-partner and
allow a Tax File Number or exemption to be coded (if one doesn't already exist).

Resources

Example - Recording ex-partner details
Table 1
Item
Example
1
Jody has claimed Family Tax Benefit (FTB) for a past period
Jody is currently single but was married to David on 6 June 2000. They separated on
9 September 2000.
The Service Officer needs to 'I'nsert Jody's relationship history onto the s47E(d)
screen. This is done when recording the claim. Jody's changes in
relationship status need to be recorded in reverse order, starting with the
'SEP'aration on the 9 September 2000.
Jody's relationship status is currently 'SIN'gle with the date of event as Jody's date
of birth.
s47E(d)
Jody's
screen appears as below. Coding is in bold and numbered to show the
order in which the lines are inserted.
When relationship status is updated to 'MAR'ried, the s47E(d)
screen will
display.
As this is a previous relationship, David's record is not updated automatically. A
message to this effect is displayed.
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s47E(d) creen - Coding details
s47E(d)
Table 2: this table contains how the
screen appears and the order in which the lines are
inserted.

Date of event
Relationship status
2
06/06/2000
MAR
1
09/09/2000
SEP

14/05/1960
SIN