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The Family Boost screen is used to create Family Boost statements for families to send to the IRD. 

The Family Boost Statement is created on a quarterly basis and sent to families who can then upload it to IRD via their MyIR account.


For a detailed breakdown on how Family Boost works. Visit IRDs website for further details:

FamilyBoost overview (ird.govt.nz)


How is the statement calculated and displayed?


The requirements for the Family Boost Quarterly Statement is to show all fees charged, subsidies applied, and discounts received for the quarter.


The committed date (effective date) determines exactly which period a transaction will be part of. If the quarter starts or ends during the middle of a week, a Monday transaction may appear in a different quarter to a Friday transaction.


Fees include:

  • Childcare fees
  • Optional Charges (products)


Discounts include:

  • Fee discounts
  • Promotional discounts
  • Credit Optional Charges (products)
  • Credit Notes

Subsidies include:

  • WINZ Subsidy payments
  • ACC payments
  • MSD-Oranga Tamariki
  • ELP payments
  • ESP payments
  • Studylink payments


Official name requirements:

  • The Official Name of each child will show within the statement. If children uses a different Preferred name the official name will override it. 


The statement will provide a summary of these entries.

Create the Family Boost Quarterly Statement.

  • Within Infocare go to: Billing > Accounts Processing > Statements
  • From the Statement Type  dropdown box, select Family Boost Quarterly Statement

Once Family Boost Quarterly Statement is selected, the option on the page will change.


The following options will define which quarter is being produced and which statement layout.

  • Quarter - Select which quarter the statement if for.
  • Year - Which year the statement is for (from 2024 only).
  • Mode: 
    • Family Boost - Standard single page summary document.
    • Family Boost + Statement List - Provides two documents, the standard single page summary and a Statement List with all fees, discounts and subsidies. When emailed, the parent will receive two PDFs. Only the Family Boost should be uploaded to MyIR.
  • Combine Siblings Statements - Will combine siblings that have the same bill payer.


Send the Family Boost Quarterly Statement to Parents.

Define the settings 'Mode, 'Quarter', 'Year', and 'Combine Siblings Statements'.

  • Accounts (left side) - Select individual or multiple children. The selected accounts will update on the main page.
  • If they do not show, click the printer button. 

Once the desired list of accounts is selected and you wish to email them, click the large blue 'Email' button.  


The standard print button next to each account can be used to preview the statement. 


Combined Siblings Statements:

Children who have been setup as a family (via Contacts) can have their statements can be combined. This ensures a single document is sent for the family.


Where a child has a split account, Family Boost Statements will always be separated.


For further information or assistance please call

0508 INFOCARE (0508 463622) or email help@infocaresolutions.co.nz

 

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