Revised: 03/19/2013
This program is used to record income for individual household members.
Go to Maintain>>Tenants (Active)>>Quick Link>>Household Composition>>Quick Link>>Income Information
Or go to Maintain>>Tenants (Active)>>Quick Link>>Household Composition and click on an Income line displayed in the window on the bottom left.
At the top of the view are functions such as save and delete. For more information on functions click here.
The header displays the name of the head of house, the tenant number and the member number and name of the household member that you are entering/viewing income information for.
The header record could be displayed in the following color:
Red - The file is read only
Green - The file is in edit mode and changes may be saved
Blue - An archive copy of the file is open
Black - enhanced editing is not used and changes to the file can be made and saved
The entry area is used to enter or edit individual lines of income information. The information is not saved until the line has been entered completely and has dropped down into the display window.
Enter an existing line number from those displayed in the window to edit or view the information.
When entering a new line, this field should be left should be left blank as the system will assign the next available line number.
If displayed line numbers are incorrect, the Renumber/Update Tenant File program should be run.
Enter or select an income code/class 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 be displayed in this field as well as in the field directly underneath the Class field. The Modified Description may be edited by the user to more accurately reflect the income to be entered or the default description may be left as is.
Enter the amount of income for the line.
Clicking on the prompt button to the right of the field or using the F4 key will bring up a calculator.
Note: The Details button may be pressed to enter wage information on the detail view.
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
Note: The Details button may be pressed to enter wage information on the detail view.
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).
Clicking with the cursor on the details button for the line of data will open the Wage Detail Information or the Income Source detail Information view depending on the selected Class.
At the top of the Wage or Income screen the Class (Income/Asset) code selected for the line is displayed as well as the Annual Income amount.
Income lines that have been entered are saved when they are in the window (grid). 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.
The following information will be displayed:
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
The program has fields for entering employer information for the income or wage. The employer or source information does not need entered here if the default source information is correct (shown on the right side). The employment or income source (default or entered) information will merge into forms/letters for verification purposes.
For a Wage Class, enter the employer name for the wage if it is different from the default source shown on the right side of the screen.
For an Income Class, enter the Source Name for the income if it is different from the default source shown on the right side of the screen.
Enter the employer or income address if different than the default source shown on the right. If Address 2 is not needed it may be left blank.
Enter the employer or income city, state and zip code information if different than the default source shown on the right.
Enter the phone or fax number for the source if different than the source information displayed on the right side of the view.
For a wage Class, enter a start date for the employment, if applicable.
For a wage Class, 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 code and is available every time the income (class) code is selected for a line. The Default Source Information displayed is superceded by source name and address information entered on the left side of the screen.
If the selected Class was setup as an Income source and not a wage in Income/Asset Codes, Wage Information will not be shown and Comments/Other Information will be shown in its place. Click one of the above links to view the information for each class.
Enter the wage Rate and Period information for the member, if applicable. Wage information does not need to be entered here if the Value, Periods and Annual Income was completed on the front screen.
Enter the tenant'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 tenant worked.
If Day was selected in the previous Per field, the system will display Days. Enter the number of days the tenant worked.
For all other selections in the previous Per field, the system will display Rate. Enter a rate for a second line of calculation, 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 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 tenant's Annual pay.
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 third line of calculation:
Week
2 Weeks
Semi-Month
Month
Year
The system will calculate the information entered in the three lines of Wage Information and display the tenant'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.
Press the Exclusion Details button to open the Exclusion Details view. View, enter or edit the following:
Exclusion Amount (displays the exclusion amount entered)
Description
Expiration
Initial Date
100% Start
100% Stop
50% Start
50% Stop
Save or Close the Exclusion Details view when you are finished. Note: Close will not save your entries.
Save or Close the Detail screen.
Enter a Deduction Amount, if applicable. This field may be left blank.
Enter a Description for the deduction entered, if any, or leave blank.
Enter or select an Expiration date for the deduction, if applicable.
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If the selected Class was setup as a Wage in Income/Asset Codes, Comments/Other Information will not be shown and Wage Information will be shown in its place.
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.
Press the Exclusion Details button to open the Exclusion Details view. View, enter or edit the following:
Exclusion Amount (displays the exclusion amount entered)
Description
Expiration
Initial Date
100% Start
100% Stop
50% Start
50% Stop
Save or Close the Exclusion Details view when you are finished. Note: Close will not save your entries.
Save or Close the Detail screen.
Enter a Deduction Amount, if applicable. This field may be left blank.
Enter a Description for the deduction entered, if any, or leave blank.
Enter or select an Expiration date for the deduction, if applicable.
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