Work Related Expenses

Use this procedure to enter information about the customer’s Work-Related expenses. This page triggers if you answered Yes to the work-related expenses question on the Income – Questions page.

Process Steps:

1. The Work Related Expense – Details page displays.

2. In the Client Information section:

   • Select the customer’s name from the dropdown menu.

3. In the Work Related Expense Date 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 Work Related Expense Information section:

• • Select the expense category from the Work Related Expense Category dropdown menu (required).

  • Select the expense type from the Work Related Expense Type dropdown menu (required).

  • Select the Verification (required).

  • Enter the expense Amount (required).

  • Enter the Expense Reason?, if appropriate.

5. Click Save + Add Work Related Expense to save the expense record.

6. Click Save + Continue.

Results of the Procedure:

The work related expenses for the household are recorded.

Updated: 05/15/2015