Revised: 08/15/2013
This program is used to enter, edit or review income information for an active or inactive household member.
Go to Maintain>>Applicant's (Active)
Select a Member
From within the Applicant's file use one of the following to access the Income Worksheet:
Quick Link>>Household Composition>>Select a Member>>Quick Link>>Income Information
Double Click on a Household Member in the Household Composition Grid/Window>>Quick Link>>Income Information
While in Household Composition, click on a line of income in the Income/Asset grid/window.
Go to Inquiries>>View Inactive Applicant>>Quick Link>>Household Composition>>Quick Link>>Income Information
Across the top of this view are the function options such as save and delete. For more information on functions that may be available click here.
This area of the Income Worksheet will display the Head of House Information and the Household Composition member information whose income information is being viewed, added or edited.
Enter income information or edit existing information for the family member.
You may double click on a line in the grid to pull the information up into the entry area for editing.
The next available line number for entry should be showing in this area. If the line # is blank, tabbing to the Class field should insert the next number and allow you to begin entering information for the new line.
Enter an existing line number displayed in the grid/window at the bottom of the program to pull that line into the entry area for editing.
If line #s shown in the grid/window are incorrectly numbered, run the Renumber/Update Applicant File program from the Applicant or Inactive Applicant Master>>Quick Link menu.
Enter or select an income code for the line. Income codes are setup and maintained by the user in the Income/Asset Master File.
When a valid class code has been entered or selected its name will be displayed in the display field below the class field.
When a valid class code (income code) has been selected, its description will also be displayed in this field. The modified description may be edited by the user to more accurately reflect the income entered or the default description may be accepted.
Enter the amount of income.
Clicking on the prompt button to the right of the field or using the F4 key will bring up a calculator.
Enter the amount of periods the income amount is for, if applicable. The program will multiply the value by the periods entered and show the results in the annual income field.
Clicking on the prompt button to the right of the field or using the F4 key will bring up a calculator.
For example:
If a value of 2000.00 is entered with a period of 12 the annual income would be shown as 24000.00
The program will calculate the value times the periods and enter the result in the Annual Income field.
If you are tabbing through the line, the details screen will not open unless you press the enter key when the button is active (has dotted lines around it). Dependant upon the Class selected for the line, one of the following views will open:
Income Source Detail Information (when the Class is for income)
Wage Detail Information (when the selected Class is for wages)
Income lines that have been entered are saved when they are in the window (grid) at the bottom. The following information is shown and information that is not grayed out may be changed within the window. Information may also be brought back up into the edit area to change or view/edit detail information.
Line
Class
Description
Value (may click on the header with >> to bring up the calculation program)
Periods
Income (may click on the header with >> to bring up the calculation program)
The following totals for the lines entered are displayed at the bottom of the Income Worksheet:
Total Income
Exclusions
Deductions
Net Income
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Clicking on the Details button will open the Income Source Detail Information view when the selected Class is assistance or income related.
At the top of the screen the Class (Income/Asset) code selected for the line is displayed as well as the Annual Income amount.
The program has fields for entering employer information for the income. The source information does not need entered here if the default source information is correct and shown on the right side. The source (default or entered) information will merge into forms/letters for verification purposes.
Enter the following if there is no default source or if the source on the right is incorrect.
Source Name
Address 1
Address 2
City, State, Zip Code
Phone/Fax numbers
Enter a start date for the employment, if applicable.
Enter how long the member has been employed, if applicable.
This area displays default employer or income information. The default information is entered in the Income/Asset Codes program for the income code and is available every time the income (class) code is selected for a line. The Default Source Information displayed is superceded by employer information entered on the left side of the screen.
Enter a claim number for the income, if applicable. The entered claim number may be merged into letters or forms.
Enter a comment for the income, if applicable. The entered comments may be merged into letters or forms.
If a portion or all of the income should be excluded enter the dollar amount to exclude, if applicable.
Food stamp dollar amounts that have been excluded will not appear on a 59 as income.
Clicking on the prompt button to the right of the field or using the F4 key will bring up a calculator.
Enter a brief description for the excluded income if applicable.
Enter an expiration date for the exclusion if applicable.
If a portion or all of the income should be deducted, enter the dollar amount of the deduction in this field if applicable.
Clicking on the prompt button to the right of the field or using the F4 key will bring up a calculator.
Enter a brief description for the deduction.
Enter an expiration date for the deduction if applicable.
Click the ok button to save the entries and close the screen.
Click the cancel button to close the screen without saving the changes you have entered.
Clicking with the cursor on the details button for the line of data will open the Wage Detail Information screen as shown below:
At the top of the screen the Class (Income/Asset) code selected for the line is displayed as well as the Annual Income amount.
The program has fields for entering employer information for the income. The employer information does not need entered here if the default source information is correct (shown on the right side circled in red). The employment source (default or entered) information will merge into forms/letters for verification purposes.
Enter the following if there is no default source or if the default source on the right is incorrect.
Employer Name
Address 1
Address 2
City, State, Zip Code
Phone/Fax numbers
Enter a start date for the employment, if applicable.
Enter how long the member has been employed, if applicable.
This area displays default employer or income information. The default information is entered in the Income/Asset Codes program for the income code and is available every time the income (class) code is selected for a line. The Default Source Information displayed is superceded by the employer information entered on the left side of the screen.
Enter Rate and Period information for the member, if applicable.
Enter the member's pay rate, if applicable. Clicking on the prompt button to the right of the field or using the F4 key will bring up a calculator.
Select one of the following options:
Hour
Day
Week
2 Weeks
Semi-Month
Month
Year
Enter the number of hours, days or a rate in this field.
If Hours was selected in the previous Per field, the system will display Hours. Enter the number of hours the member worked.
If Day was selected in the previous Per field, the system will display Days. Enter the number of days the member worked.
For all other selections in the previous Per field, the system will display Rate. Enter a rate for the second line of calculation.
Clicking on the prompt button to the right of the field or using the F4 key will bring up a calculator.
Select one of the following options for the calculation:
Week
2 Weeks
Semi-Month
Month
Year
Enter a Rate amount for a third line of information to be included in the member's Annual pay. This field may be left blank if there is no additional pay information to enter.
Select one of the following options:
Hour
Day
Week
2 Weeks
Semi-Month
Month
Year
The system will calculate the information entered in the three lines of Wage Information and display the member's annual wage.
Place a check mark in the field, if applicable.
Enter a comment or leave this field blank.
Enter the member's employee number, if known.
Enter the member's occupation, if known.
If a portion or all of the income should be excluded enter the dollar amount to exclude, if applicable.
Food stamp dollar amounts that have been excluded will not appear on a 59 as income.
Clicking on the prompt button to the right of the field or using the F4 key will bring up a calculator.
Enter a brief description for the excluded income if applicable.
Enter an expiration date for the exclusion if applicable.
If a portion or all of the income should be deducted, enter the dollar amount of the deduction in this field if applicable.
Clicking on the prompt button to the right of the field or using the F4 key will bring up a calculator.
Enter a brief description for the deduction.
Enter an expiration date for the deduction if applicable.
Click the ok button to save the entries and close the screen.
Click the cancel button to close the screen without saving the changes you have entered.