Dependent Care Expense Details

Use this procedure to enter information about the customer’s Dependent Care Expense Details. This page triggers if you answered Yes to the dependent care expenses questions on the Income – Questions page.

Process Steps:

1. The Dependent Care Expense – Details page displays.
2. In the Client Information section:
   • Select the customer’s name from the dropdown menu.

3. In the Dependent Care Dates section:

• • Enter the Effective Begin Date (required).
  • Enter the End Date.
  • Enter the Reported On date (required).
  • Enter the Date Change Occurred (required).
  • Enter the Verification Received On date (required).

4. In the Dependent Care Information section:

• • Select a Reason Dependent Care is Needed from the dropdown menu (required).
  • Select a Verification (required).
  • Select Yes or No from the Does Individual work more than or equal to 120 hours a month? dropdown menu (required).

5. In the Dependent for whom the Expense is Incurred section:

• • Select the appropriate individual from the Person for whom the Expense is Incurred dropdown menu.
  • Click the Someone Outside the Home checkbox if the expense is incurred by someone outside the home.
  • Select Yes or No from the Is dependent less than 2? dropdown menu, if appropriate (enabled only when Someone outside the home is selected.

6. In the Dependent Care Frequency Amount section:

• • Select a Frequency from the dropdown menu (required).
  • Enter the Amount (required).

7. In the Dependent Care Provider section:

• • Select Yes or No from the Provider in Household dropdown menu.
  • Enter the Provider Name.

8. Click Save + Add Dependent Care to save the expense record.
   • Repeat steps 1 through 8 if there is more than one dependent care expense.

9. Click Save + Continue.

Results of the Procedure:

The Dependent Care Expense Details for the household are recorded.

05/15/2015