Before you can import the CCeS file from Centrelink, you will first need to configure the income table in Chintaro. This is the Income section on the Client screen where your incomes will be visible once they have been imported:
This is managed in the "Income" Reference Table:
When you import the CCes file of incomes into Chintaro, Chintaro checks to see if the income type is active, if it has a fixed rate, and what percentage rate you would like it to be assessed at by using the Reference table called "Income".
If you have not configured this table before you import the incomes then Chintaro will apply the default rates that have been set up when you recieved the database.
Updating the Income Reference Table
Step 1. Go to Home > System Maintenance > Reference Tables > Income:
Here the list of incomes and the rates they are applied at can be added to, changed, removed and amended.
Step 2. There are two types of Incomes in this list ICS and non ICS incomes. ICS being an income download from the Income Confirmation Services (Centrelink).
In order to import the CCeS file, you must first update the ICS Incomes listed in this table to reflect the correct rates, fixed amount or not and whether or not the income type is assessable relevant to your State, Territory or Organisation.
For Example: Rent Assistance
Step 3. Filter the Income Table to Contains "ICS" to show only ICS incomes:
Step 4. Update each ICS Income Type in the table to reflect the correct rates, fixed amount or not and whether or not the income type is assessable relevant to your State, Territory or Organisation.
Step 5. Exit System Maintenance.
You are now ready to Import the CCeS file: Centrelink Functions - CCeS Import XML Incomes