Adding Income from Self-Employment

Adding Income from Self-Employment – LIEAP

Income from self-employment is budgeted using the Average Calculator. The Average Calculator is a feature built into the Income Amount Detail page. Once the income information is entered into the Average Calculator the Calculate and Use buttons are used to calculate the income amount and to populate the amount in the Reported Amount field.

To Add Income Self-Employment:

1. Access the case through Person Search or enter the Case Number in the quick search field from Task Navigation and click the Go button. The Case Summary page displays.
2. Select Eligibility from Global Navigation. Select Customer Information from Local Navigation. Click the + beside LIEAP from Task Navigation to open the LIEAP data collection pages. Select Income from Task Navigation. The Income List page displays.
3. Select Non-Medical from the Program Type drop-down menu.
4. Select Self-Employment from the Income Category drop-down menu.
5. Click the Add button. The Income Detail page displays.
6. Select the Name of the consumer receiving the income from the drop-down menu.
7. Select the income Type from the drop-down menu. See KEES Non-Medical Income Values for more information.
8. Select the Frequency the income is received from the drop-down menu.

NOTE: The Frequency on the Income Detail page should match how the self-employment income is entered on the Average Calculator on the Income Amount Detail page. For example, if the user is entering a yearly amount from a tax return on the Income Amount Detail page, the Frequency selected on the Income Detail page should be Every Year. If the user is entering monthly ledgers on the Income Amount Detail page, the Frequency selected on the Income Detail page needs to be Once a Month. The Income Detail page and Income Amount Detail page need to match for the income to calculate correctly.

9. Enter the Name of Business, if applicable.
10. Enter the Share of Ownership if not 100%.
11. In the Income Amounts section, select LIEAP from the Display by Program Type drop-down menu.
12. Click the Add button. The Income Amount Detail page displays.
13. On the Average Calculator, select the appropriate Self-Employment Schedule/Ledger being used for the reported income from the drop-down menu.
14. Enter the income information from the schedule/ledger in the Total Gross Income field. Click the Add button to enter additional income.

NOTE: If entering income from monthly ledgers enter the total monthly amount on a single line.

15. Select the appropriate Self-Employment Schedule/Ledger being used for the reported expenses from the drop-down menu.
16. Enter the expense information from the schedule/ledger in the Total Expenses field. Click Add to enter additional expenses.

NOTE: If entering expenses from monthly ledgers, enter the total monthly amount on a single line.

NOTE: Do not put any values in the Income Addition or Expense Exclusion fields.

17. When the necessary information has been entered from the schedule/ledger, select the Divisor (12 for annual return, 4 for quarterly return, etc.).
18. Click the Calculate button.
19. Click the Use button. The calculated income amount populates in the Reported Amount field.
20. Enter the Begin Date as the first day of the application month, using the <mm/dd/yyyy> format or the calendar icon.
21. Enter the End Date as the last day of the application month, using the <mm/dd/yyyy> format or the calendar icon.
22. Select a Verified value from the drop-down menu.
23. Select the Source for the verification from the drop-down menu.
24. Click the Save and Return button. The Income Detail page displays.
25. Click the Save and Return button. The Income List page displays. 

NOTE: To add additional income from self-employment, complete STEP 3 – STEP 25.