Calculate Income

The Calculate Income window displays when you double click on the Budgeting Task. Income types are calculated separately for ADC, AABD, CC and Medicaid before budgets run. The calculate Income windows then appear for SNAP before SNAP budgets run. Different amounts of income and different calculation methods can be used for each program as dictated by policy. A calculation method must be selected for each instance of income for each program case.

The Title bar displays the Calculate Income Window and the benefit month you have accessed. Displayed on the window immediately beneath the Title bar is the Program Case Name, Program, and Program Case Number. This information appears at the top of each Calculate Income window, regardless of which 'Tab' you are viewing. Be sure to check the calculate window to determine for which program you are calculating income.

There are three tabs: Earned Income, Fluctuating Unearned Income and Self Employment Ledger Income. The tab enclosed in brackets is the one being viewed.

Note: The calculate windows are mandatory when there is a new instance of earned income, fluctuating unearned income, or self-employment ledger since the last authorized budget.

Note: Stable unearned income, (Social Security and SSI) and Tax Return Income are calculated by the system and do not go through the Calculate Income flow.

EARNED INCOME CALCULATION

  1. Highlight the Owner and employer.
  2. Select the calculation Method from the drop-down list. See Earned Income Calculation Methods.
  3. If 'Average and convert', 'Average only', 'Actual', or 'Pay schedule and pay stub hours' calculation method was selected, the month or range of months to be used in the calculation must be selected. The 'From' date is the most recent date, and the 'To' date is the oldest pay date to be used. Any pay stubs within the date range will display in the list box at the bottom. It is worker decision about which pay stubs to include in the calculation. If the worker decides not to use a pay stub, the reason for not using the pay stubs (OUT HIGH, OUT LOW or OUT NOT 30 (days)) must be selected. Pay stubs with this designation will not be included in the income calculation for the budget, but will display on the benefit summary window.
  4. Once the pay stubs have been selected, push the add button to save the data for calculation.
  5. These steps must be used for each instance of earned income for each individual for each program case.

FLUCTUATING UNEARNED INCOME

Note: All instances of Fluctuating Unearned Income will display for you to select a method of income calculation.

  1. Select the Fluctuating Unearned Income Tab.
  2. Highlight the owner of the income and income type.
  3. Select the Calculation Method from the drop-down list. See Unearned Income Calculation Method.
  4. Select the date range to for the unearned income. 'From' is the most recent date, and 'To' is the oldest income to be considered.

  5. Highlight the income to be used in the income calculation.

    Note: The amount of unearned income may be different for each program depending on the adjustment reason.

  6. Child/Spousal Support income is treated differently than other Fluctuating unearned Income types.

    ADC Budgeting: When calculating Child/Spousal Support income for ADC select the “Support” radio button to either ‘Compare support to budgetary need’ or ‘Count support as unearned income’. Then select the Calculation Method, Date Range of the Support months and the instances to use in the budget.

    Selecting ‘Compare support to budgetary need’ will cause budgeting will compare the Support amount to the ADC Budgetary Need amount.  If the Support amount is less than the ADC Budgetary Need the Support will not count in the ADC budget as it will be Assigned.  If the Support is greater than the ADC Budgetary Need the ADC budget will fail and the Support will count in the succeeding Medicaid budget.

    Selecting  ‘Count support as unearned income’ will do just that.  The Support income selected will count as Unearned Income in the ADC budget.  This would be selected when budgeting the ADC for months prior to the Support income being assigned.

    SNAP, CC, MED, LIHEAP, FW and IL Budgeting: When calculating SNAP, AABD, CC, Medicaid, LIHEAP, FW and IL budget that have Child Support or Spousal Support select the calculate method of “Assigned” if the support was assigned in the budget month’s ADC budget.  The support amount will not be counted in the budget as it will not be received by the client.  

    Select ‘Actual’ or ‘Average’ if the Support income was received by the client in the budget month and the income will count in the budget.

    Each support income row will display an Assigned Y or N along with the Date Received, Amount,  Adjusted Amount, Net Amount and Verif Source.  The Assigned indicator is just an indicator.  Workers can use previously assigned support when projecting income to count in future months budgets.

     Note:The Child Support assignment becomes effective the date the ADC program case is approved with a grant amount.

  7. Press the add push button to save the data you selected.
  8. The OK button is enabled. Click it to move forward.

Note: Unemployment Compensation Payments issued by the State of Nebraska will be interfaced into the Unearned Income Task. All unemployment payments within the date range selected will display to be considered in the budgeting process, including IUC entered by the worker of the system.

 

SELF-EMPLOYMENT LEDGER INCOME

The calculation process in Self-Employment Ledger income are similar to those in Fluctuating Unearned Income.

Note:If an "Estimated" and "Actual" income amount exist for the same month, only the Actual Income will display. Ledger entries for the previous 12 months, and three future months will display for possible selection in the income calculation. It is not mandatory to select all of the entries within the date range. Highlight only those you wish to include in the budget calculation.

  1. Select the Self-Employment Ledger Income Tab.
  2. Highlight the owner of the income and description.
  3. Select the Calculation Method from the drop-down list. See Calculate SE Ledger Income.
  4. Select the date range for the Self- Employment Ledger Income. 'From' is the most recent date, and 'To' is the oldest income to be considered.
  5. Highlight the month(s) of income to be used in the income calculation.
  6. Press the add push button to save the data you selected.
  7. The OK button is enabled. Click the OK button to proceed with budgeting.

(03-2013)