Hello fellow Revenue Professionals,
We advised our auditor that our system could not extract the information in the format required and sent them samples of what we could provide which over several files contained all the information they required. Their response is copied below. This response was received on Tuesday 11 August.
Regards
Pete
The Central group advised that they need all the information to be included in the report for efficiency in centralised testing.
4 An excel sheet (refer to tab: Detailed spreadsheet of claims) listing in columns:
– Pensioner Name
– Pensioner ID number
– Property address where concession claimed
– Property ID number – Annual Ordinary rates for the year for the property
– Amount written-off for ordinary rates
– Amount written-off for water rates
– Amount written-off for sewerage rates
– Total amount written-off
– Period of claim (from and to)
– Pensioner matched to Centrelink report [Yes / No].
* The details for each pensioner should be entered into rows and a separate line used for each pensioner for each year of their claim.
* The total of that spreadsheet must equal the Application for Pensioner Concession Subsidy, the amount noted on the General Managers Certificate and the documents supporting the amount written-off by the delegated officer or Council resolution. Each pensioner must be validated by the Council as a valid pensioner, if the pensioner is not validated by the Centrelink report, other evidence must be provided to audit for each of those pensioners
This may require manual preparation of the report. Is there a way to generate multiple reports using different reporting parameters but all containing the Pensioner ID number? The Pensioner ID number can then be used as common reference to combine the reports.
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