Establishing The Event Date And Effective Date Of A Non-Retained Household Note (Info)
Background
Deciding the effective date
Background
Use this guidance to decide which event date and which effective
date to set when you are using Function MAINTAIN HOUSEHOLD NOTES.
Function MAINTAIN HOUSEHOLD NOTES can hold three years of
Household Notes. At the end of each tax year, the oldest set of
notes is archived automatically by the computer.
Household Notes will appear in each tax year in
chronological order by the event date
Note: The event date is the date the note was
entered on the computer, and will always be the same as the
creation date. The effective date must be before the actual text of
the note
You must decide the effective date. The effective date to
use must be the date the change or amendment actually happened or
the date you were notified of the change. If it is not possible to
use any of the above dates, then the date the correspondence was
received or the tax year the note relates to must be used to prefix
the note
Note: Each business area entering Household Notes
will have individual requirements and must decide the appropriate
dates to use
Deciding the effective date
The effective date will always be before the actual message
you are entering in Household notes
The effective date must be
- The date the change or amendment actually happened
Or
- The date you were notified of the change
If it is not possible to use any of the above dates, then the date the correspondence was received or the tax year the note relates to must be used to prefix the note. For example
‘021007 AT - S17 Notice as not served referral sent’Note:
If you are entering a standardised message with the code at the
end of the message, you will be unable to prefix the message with
an effective date. In these cases you must enter the effective date
at the end of the standardised message after the code
Note: The Household Note must convey the action
you have taken, for example
‘031007 Complaint Correspondence received or 2004/05 System Estimated Income amended by CR2222’
