Step 1: Locate the client's profile.
1. Navigate to your client list and select the desired client.
Step 2: Access the Income tab.
1. In the client's profile, click on the Income tab.
Step 3: Add a new Centrelink payment.
1. Click the Add Centrelink Payment button.
Step 4: Specify the Centrelink payment type.
1. From the dropdown menu, select the appropriate Centrelink pension or benefit (e.g., Age Pension, Disability Support Pension).
Step 5: Enter payment details.
1. Input the Centrelink amount received.
2. Specify the payment frequency (e.g., fortnightly, monthly).
Step 6: Indicate CPI adjustment.
1. Select whether the Centrelink amount is adjusted for CPI or choose from the available options.
Step 7: Specify asset income testing.
1. Indicate if the payment is subject to asset income testing by selecting Yes or No.
Step 8: Add additional information (optional).
1. Provide any relevant details about the Centrelink payment in the Notes section.
Step 9: Review and submit.
1. Carefully review the entered information for accuracy.
2. Click Submit to save the changes.
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