Use this procedure to answer income and expense questions to indicate whether any household members have specific sources of income.
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The VaCMS recognizes three types of income sources: employment, self-employment, and unearned income. Income and expense pages are added to the Data Collection driver flow based on the answers to the questions on this page. |
The Questions – Income/Expenses page displays.
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Selecting Yes from the Is the client willing to provide income/expenses information? dropdown menu enables the other income and expense questions. When these questions are enabled they become mandatory fields to complete. |
Select Yes or No from the question Is the client willing to provide income/expenses information? from the dropdown menu (required).
In the Earned Income section:
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Select Pend for an income or expense question when the answer to the question is yes, but the client’s income or expense information is not currently available. The designated pages associated with each income type are not added to the Data Collection driver flow, which permits you to continue adding other case information. Return to the Questions-Income/Expenses page to complete the intake process after the client supplies all of the necessary information. |
Select Yes, No or PEND from the question Is anyone in the household currently employed or been fired, laid off, gone on sick or maternity leave, quit a job, or reduced hours in the last 60 days? from the dropdown menu.
Select Yes, No or PEND from the Does anyone in the household have self-employment income including income from Room and Board? from the dropdown menu.
In the Unearned Income section:
Select Yes, No or PEND from the question Does anyone in the household receive money from any other source? from the dropdown menu.
In the Yearly Household Income section:
Select Yes or No from the question Do you want to report yearly income for anyone in the household? from the dropdown menu.
In the Income Deductions section:
Select Yes or No from the Does anyone in the case have any deductions from income? dropdown menu.
Click Next.
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The next page that displays is based on the answers recorded for the questions on this page. |
If a household member is employed, the Employment – Summary page displays.
Proceed to Earned Income Details.
If a household member is self-employed, the Self-Employment Details page displays or is queued.
Proceed to Self-Employment Details.
If a household member is receiving money from other sources, the Unearned Income Detail page displays or is queued.
Proceed to Unearned Income Details.
If a household member has deductions, the Other Deduction – Details page displays or is queued.
Proceed to Other Deductions Details.
Answers to the household members’ income and expense information are recorded.
Updated 08/03/2015