40. Income for 1970 (State in dollars only)
[] None
If lost money, give amount and write "Loss"
[] Amount $____
[] None
[] Amount $____
[] None
[] None
[] None
[] None
[] None
[] None
[] None
[] None
[] None
46. During the year ending December 31, 1980, did you receive any income or suffer any loss from the sources listed below?
a. Total wages and salaries including commissions, bonuses, tips, etc., before any deductions
[] Loss
[] Loss
[] Loss
[] Loss
Income in 1990
45. During the year ending December 31, 1990, did this person receive any income or suffer any loss from the sources listed below?
(a) Total wages and salaries including commissions, bonuses, tips, etc., before any deductions
[] Loss
[] Loss
[] Loss
[] Loss
Report net income (gross receipts minus expenses of operation such as wages, rents or depreciation). Do not subtract personal deductions such as income tax and pensions.
Report net income from employment activities for self-employed fishermen, trappers and hunters in this part.
Report net income for persons who baby-sit in their own home, operate a direct distributorship such as selling and delivering cosmetics, newspapers, or obtain contracts or agreements to do odd jobs.
[p. 12]
In the case of a loss, report the amount and mark the circle labelled Loss.
Report net income (gross receipts from farm sales minus depreciation and cost of operation). Include cash advances in gross receipts for the year in which they are received. Also include government supplementary payments. In the case of a loss, report the amount and mark the circle labelled Loss.
Exclude the value of income "in kind" (for example, agricultural products produced and consumed on the farm).
For persons who employed a manager to run their farm, deduct the manager's salary as expenses. For persons who rented out their farm, report the net rent received in part (h). Similarly, report income from incorporated farms in part (a) and/or part (h).
Agricultural operations include the production of field crops, vegetables, fruits, greenhouse/nursery products and seeds, maple products, poultry and livestock, animal products such as eggs, milk and wool, fur farming, and beekeeping.
Income in 2000
51. During the year ending December 31, 2000, did this person receive any income from the sources listed below?
If "yes," also enter the amount; in case of a loss, also mark "loss."
Do not include child tax benefits.
Paid employment:
Dollars ____ Cents _ _
[] No
Dollars ____ Cents _ _
[] Loss
[] No
Dollars ____ Cents _ _
[] Loss
[] No
Dollars ____ Cents _ _
[] No
Dollars ____ Cents _ _
[] No
Dollars ____ Cents _ _
[] No
Dollars ____ Cents _ _
[] No
Dollars ____ Cents _ _
[] Loss
[] No
Dollars ____ Cents _ _
[] No
Dollars ____ Cents _ _
[] No
Dollars ____ Cents _ _
[] Loss
[] No
Part (b) -- Net farm income
Persons who operated an agricultural operation in 2000, alone or in partnership, should report net farm income (gross receipts minus operating expenses such as wages, rents or depreciation) in part (b).
In the case of a partnership, report only this person's share of net income.
Agricultural operations produce any of the following items intended for sale: crops, livestock, poultry or other agricultural products (greenhouse or nursery products, Christmas trees, sod, honey, maple syrup, furs, eggs, milk, etc.)
Include: cash advances in gross receipts received in 2000; all rebates and farm-support payments from federal, provincial and regional agricultural programs such as dairy or milk subsidies; marketing board payments and dividends received from co-operatives; gross insurance and program proceeds such as payments from crop insurance or Net Income Stabilization Account (NISA).
Report income from incorporated farms in part (a) and/or in part (h).
For persons who rented out their farms, report the net rent in part (h).
[p. 24]
Mark Yes in part (c) for: persons who owned and operated a non-farm, unincorporated business or professional practice in 2000, alone or in partnership, including: self-employed fishers, trappers and hunters; persons doing casual work, such as babysitting in their own; home, or selling and delivering cosmetics or newspapers; freelancers, such as artists, writers or music teachers; persons providing room and board to non-relatives.
Report net income (gross receipts minus operating expenses such as wages, rents or depreciation). Do not subtract personal deductions such as income tax and pension contributions.
In the case of a partnership, report only this person's share of net income.
Report income from incorporated businesses in part (a) and /or in part (h).
[Questions 14-38 were asked of people 15 years or older.]
Income from self-employed work or as a farm owner
[Question 36 were asked of persons age 15+ who have worked during the past 12 months.]
36. What was your gross income from your work as self-employed or a farm owner?
A. Gross income for September 1995.
[] If you had no income please mark X
[] If you had no income please mark X
36. What was your gross income from your work as self-employed or as a farm owner?
No questionnaire text is available for this sample.
21. What was your income last month from:
b. Income from independent or own-account work? B/. _ _ _ _
c. Agricultural sales? B/. _ _ _ _
d. Retirement, pensions, scholarships, family assistance, rental and rents income, or subsidies? B/. _ _ _ _
e.Without income
Questions 15 to 21 should be asked to all persons who were marked in any of the circles 01 to 05 of question 14. Except to persons who answered that they have never worked in question 15.
Question Number 21: What was your income last month from:
b. Income from independent work or by your own account?
c. Farm or livestock sales?
d. Retirement payment, pension, grants, family aid, rent, investments, or subsidies?
e. Without income
Read every one of the alternatives and wait for the response of the person. If there is no income in any of the alternatives draw a diagonal line. Below is detailed what should be included in each alternative of the question.
Put a zero in front when the amount is less than 1,000, Example:
[Below the text is a filled out form.]
[p. 74]
Example:
When enumerating a dwelling, it is found that one of its members worked in the agriculture and livestock sector in neighboring farms for 12 days. The payment received was B / 3.00 for 5 days and B / 4.00 the rest of the days worked, for which the calculation carried out is 3 Balboas for 5 days plus 4 Balboas for 7 days = B / 43.00. the salary to write down will be:
[Below the text is a filled out form.]
If a person is not sure or does not know the wage or salary of another person who is not present, with much tact, ask for last month's pay stub. If the checkbook corresponds to a week, multiply the gross total by 4.33 and if it is of every other week, multiply the gross total by 2.
If a person refuses to give a wage or salary, write down 9999 in the corresponding space
Example:
If you are enumerating a dwelling in the administrative unit Bella Vista and one of the members of the home who worked in a private company says that they do not know how much they earned, which is a subtle and indirect way of refusing to give the information, try to convince the person in a confidential way that they [the private company] have their information and use any other means of persuasion to get the required information. If you cannot obtain the information by any other means, write down the numbers 9999 in the following manner:
[p.75]
[Below the text is a filled out form.]
Example:
When enumerating an owner of a grocery store, he states that he sold more or less B / 250.00 in merchandise a day, but that the net gain is B / 15.00 a day. It did not close any day of the month. The income to be written down will be (15 x 30):
[Below the text is a filled out form.]
[p. 76]
Example:
Mr. Victor Corrales who is a farmer, last month sold 300 lbs of corn at B / 10.00, 1000 lbs of rice at B / 12.00. Also he sold 3 chickens at B / 6.00 a head. The carried out calculation is 3 times 10 = B / 30.00 plus 10 times 12 = B / 120.00 plus 3 times 6 = B / 18.00 = B / 168.00. The income to be written down will be:
[Below the text is a filled out form.]
d. Retirement payments, pensions, grants, family aid, rent, investments or subsidies: refers to income received by a retired or pensioned person such as a food pension that one of the spouses receives from the other because of being separated, like food payments for the children that they have had in common.
It also includes here all contributions that one of many of the members of the home can receive from family members (not belonging to the home), or other persons such as public or private institutions. The contributions can be in money or in kind (goods or services). In this last case, the values should be calculated and written down in Balboas. Example[s] of this type of income are: milk or other food that children in schools or children's centers receive, food and goods donations by social aide or state programs; money, clothes, food or any other goods that can be received by being non resident parents or relatives in the interviewed dwelling, etc. The number to write down should be the final result of all the contributions that the person would be able to receive in this heading. Include also the money received by any renting of dwellings or places, land or any other property that the person owns and the dividends, interests, or benefits from stocks, bonds and savings accounts or investments. Do not forget to ask if there is any scholarship holder and if there is one under 10 years old, write down the information about the head of home.
21. What was your income last month from:
b. Income from independent or own-account work? B/. _ _ _ _
c. Agricultural sales? B/. _ _ _ _
d. Retirement, pensions, scholarships, family assistance, rental and rents income, or subsidies? B/. _ _ _ _
e.Without income
Questions 15 to 21 should be asked to all persons who were marked in any of the circles 01 to 05 of question 14. Except to persons who answered that they have never worked in question 15.
Question Number 21: What was your income last month from:
b. Income from independent work or by your own account?
c. Farm or livestock sales?
d. Retirement payment, pension, grants, family aid, rent, investments, or subsidies?
e. Without income
Read every one of the alternatives and wait for the response of the person. If there is no income in any of the alternatives draw a diagonal line. Below is detailed what should be included in each alternative of the question.
Put a zero in front when the amount is less than 1,000, Example:
[Below the text is a filled out form.]
[p. 74]
Example:
When enumerating a dwelling, it is found that one of its members worked in the agriculture and livestock sector in neighboring farms for 12 days. The payment received was B / 3.00 for 5 days and B / 4.00 the rest of the days worked, for which the calculation carried out is 3 Balboas for 5 days plus 4 Balboas for 7 days = B / 43.00. the salary to write down will be:
[Below the text is a filled out form.]
If a person is not sure or does not know the wage or salary of another person who is not present, with much tact, ask for last month's pay stub. If the checkbook corresponds to a week, multiply the gross total by 4.33 and if it is of every other week, multiply the gross total by 2.
If a person refuses to give a wage or salary, write down 9999 in the corresponding space
Example:
If you are enumerating a dwelling in the administrative unit Bella Vista and one of the members of the home who worked in a private company says that they do not know how much they earned, which is a subtle and indirect way of refusing to give the information, try to convince the person in a confidential way that they [the private company] have their information and use any other means of persuasion to get the required information. If you cannot obtain the information by any other means, write down the numbers 9999 in the following manner:
[p.75]
[Below the text is a filled out form.]
Example:
When enumerating an owner of a grocery store, he states that he sold more or less B / 250.00 in merchandise a day, but that the net gain is B / 15.00 a day. It did not close any day of the month. The income to be written down will be (15 x 30):
[Below the text is a filled out form.]
[p. 76]
Example:
Mr. Victor Corrales who is a farmer, last month sold 300 lbs of corn at B / 10.00, 1000 lbs of rice at B / 12.00. Also he sold 3 chickens at B / 6.00 a head. The carried out calculation is 3 times 10 = B / 30.00 plus 10 times 12 = B / 120.00 plus 3 times 6 = B / 18.00 = B / 168.00. The income to be written down will be:
[Below the text is a filled out form.]
d. Retirement payments, pensions, grants, family aid, rent, investments or subsidies: refers to income received by a retired or pensioned person such as a food pension that one of the spouses receives from the other because of being separated, like food payments for the children that they have had in common.
It also includes here all contributions that one of many of the members of the home can receive from family members (not belonging to the home), or other persons such as public or private institutions. The contributions can be in money or in kind (goods or services). In this last case, the values should be calculated and written down in Balboas. Example[s] of this type of income are: milk or other food that children in schools or children's centers receive, food and goods donations by social aide or state programs; money, clothes, food or any other goods that can be received by being non resident parents or relatives in the interviewed dwelling, etc. The number to write down should be the final result of all the contributions that the person would be able to receive in this heading. Include also the money received by any renting of dwellings or places, land or any other property that the person owns and the dividends, interests, or benefits from stocks, bonds and savings accounts or investments. Do not forget to ask if there is any scholarship holder and if there is one under 10 years old, write down the information about the head of home.
23. What was your income last month from:
a. Wage or crude salary? _ _ _ _
b. Income from independent or own-account work? _ _ _ _
c. Sales of agricultural and livestock produce? _ _ _ _
d. Retirement or pension? _ _ _ _
e. Scholarships or family assistance? _ _ _ _
f. Rental income, investments or subsidies? _ _ _ _
g. Other income? _ _ _ _
23a. Income:
[] 2 No, doesn't have
[] 3 Undeclared
Questions 19 to 23 should be asked to all persons who marked circle 1 in questions 14, 15, 16 and 17 and circles 2 and 3 of the last question except persons who answered that "they never have worked" (circle 9998) in question 18.
Question 23: Was your income last month from:
The income refers to the retribution be it monetary or in kind, received by all persons 10 years old or older, active or non-active, during the month of April.
[To the left of the text is a picture of paper currency.]
Read every one of the concepts and categories and wait for the person to supply you the response. Remember that a person can get income in one or many categories from a to g. If the response is that no income was obtained, draw a line in the corresponding spaces and mark circle 2 in question 23 a.
Note: If a person declares to have obtained more than one income but does not say the amount in any of them, write down in the corresponding line 9999.
Below is detailed what should be included in each alternative of the question.
[p. 102]
a. Gross wage or salary: refers to the gross wage, salary or commission obtained in the occupation that the person did last month, without deductions of Social Security, Income Tax, Education Insurance, or whatever other deduction from loans from a bank or other credit institution.
Put a zero in front when the amount is less than 1,000. When the amount is more than 10,000, write down 9998.
When a person earns a fixed salary and commission, add the two amounts and write down the result in the corresponding space.
For persons who only receive commission for their job, write down how much they made in this job.
For employees who receive a weekly salary, multiply the gross income by 4.33.
For employees in the agricultural and livestock sector add the gross salary earned every day and write down the monthly total.
All persons who marked any of the circles 01-05 in question 21 (Do you work or did you work as:): Government employee, Private Company Employee, Employee of the Canal Commission or Defense Sites, Employee of a Non-Profit Institution, Domestic servant, should have a response for this question.
[p. 103]
Example:
When enumerating a dwelling, it is found that one of its members worked as an agricultural worker on the farm Las Malvinas, for ten (10) days. The payment received was B/.6.00 for 6 days and B/4.00 the rest of the work days.
[Below the text is a form.]
If you observe while enumerating some doubt at the moment of declaring the information to you, proceed with much tact, to ask for a pay stub corresponding to last month. If the pay stub corresponds to a week, multiply the gross total by 4.33 and if it is of every other week, multiply the gross total by 2.
[p. 104]
b. Income by independent work or by their own account: refers to net income, that is to say, income without spending in the activity that a person did.
Example:
When enumerating the owner of a grocery store, he says that he obtained a net gain by the sale of provisions, approximately B/25.00 daily. It does not close any day of the month.
[Below the text is a form.]
c. Agricultural or Livestock Sales: is the net income that the person has obtained by the sale of agricultural or livestock products.
[To the left of the text is a picture of a cow.]
[p.105]
Example:
Señor Mariano Ramos is a farmer, last month he sold 2 hundred pounds of rice and received for each one B/20.00, 5 hundred pounds of unpeeled rice at B/12.00 each one. Also he sold 3 chickens at B/5.00 e/o.
[To the right of the text is a picture of a plate of food.]
[Below the text is a form.]
d. Retirement payments or pension: refers to the income that the person receives from a retirement system or pension, or the payment recognized by a social security system because of inability to manage an occupation, it concerns what the retirees or pensioned are paid, include here pensions for the death of spouses, paid by Social Security. In the case of a person who in spite of being retired, declares to be currently working, you should also have information in section a. (salary).
[To the right of the text is a picture of a bag of money.]
[p. 106]
e. Grants of Family aid: is the income that a person receives for the payment of studies. It includes all subsidy provided by any type of institution (public or private) and the loans for studies that these institutions and other banking and financial institutions award.
[To the right of the text is a picture of books.]
Family aid: is the contribution that a person receives provided from family members (who lives outside of the home), or other persons, such as public or private institutions. These can be in money or in kind, example of this type of income is: milk or other food that children in schools or children's centers receive, food and goods donations by social aide or state programs; money, clothes, food or any other goods that can be received by parents or relatives who do not reside in the interviewed dwelling, etc.
The number to write down should be the final result of all the contributions that the person would be able to receive in this heading.
[To the left of the text is a picture of paper currency.]
Included in family aid is food pension that refers to the income that a spouse receives because of being separated such as food for children that they have in common. This payment generally is legally fixed, but other times is established by mutual agreement of the spouses; nonetheless. The enumerator should give attention to both situations so as not to lose this type of income in those cases in which the separation or the food of the children has not yet become legal. Also a de jure food pension can exist.
When the children are less than 10 years old, assign the income to the mother.
[p. 107]
f. Rents, Investments or subsidies: refers to money received by the rent of dwellings, land or any other property that a person owns. It also includes dividends, interest, or benefits provided from the possession of stocks, bonds, and savings and investment accounts.
[To the right of the text is a picture of a man with money in his hands.]
g. Other income: refers to any other type of income that the interviewed person could have had last month provided from other sources that have not been mentioned before; include games of chance (lottery, card games), thirteenth month, others.
23 a. Income:
If one has it (Circle 1): Mark the circle if information in some of section g exists.
If one does not have it (Circle 2): Mark this circle if the interviewed person had no income in the reference month.
[To the right of the text is a picture of money with a circle around it and a line through it.]
Not declared (Circle 3): Mark this circle in the case that, after explaining to them in confidence about this information, in a subtle or indirect manner, the person refuses to offer the information.
28. What was your income last month for _____? How much (in balboas)?
b. Thirteenth-month payment? _ _ _ _ _
c. Income for independent work or self-employment? _ _ _ _ _
d. Retirement or old-age pension? _ _ _ _ _
e. Pension (due to accident, illness, survival benefits or other)? _ _ _ _ _
f. Assistance from institutions or other person(s) who do not live with you?
2) Money? _ _ _ _ _
3) Other? (specify) ____
h. Scholarships? _ _ _ _ _
i. Agricultural sales? _ _ _ _ _
j. Other income? _ _ _ _ _
Question No. 28: Was your income last month from:
[Question 28 is asked to all household members.]
When asking each of these questions, keep in mind that they must be asked in an orderly way.
Read every one of the options and wait for the person to supply you the response to each one. If the response is "I had no income", draw a line in the corresponding spaces.
Income: Refers to the retribution, be it monetary or in kind, received by all persons, active or non-active, during the month of April.
[To the right of the text is a picture of paper currency.]
Remember that a person can get income in one or many categories from a. to j. If the response is that no income was obtained, draw a line in the corresponding spaces.
When asking each of these questions, keep in mind that they must be asked in an orderly way, omitting unnecessary questions, depending on the age of the interviewee.
Remember that the value is given in integers, with no cents. If a person reports the income value including cents, proceed as follows: if cents are greater than or equal to 0.50, the income value must be rounded up. Example:
b) Payment of monthly income. B/ 420.08.
If cents are less than 0.50, omit them. Example: [B/ 420.08.] Enter 420.
[p. 210]
a. Gross wage or salary: refers to the gross wage, salary or commission obtained by the employee, without deductions of Social Security, Income Tax, Education Insurance, or whatever other deduction from loans from a bank or other credit institution. This paragraph should bring information only if the person is an employee. Codes 1 to 5 in question 26.
If the employee receives payment in kind (clothes, food, shoes, etc.), enter the corresponding value in monetary form.
Keep in mind that sometimes the employee can receive both types of payment (in cash and in kind). If that were the case, then you must add both amounts and enter this value in the appropriate spaces.
Note that:
Put a zero in front when the amount is less than B/10,000. If the amount is greater than B/100.000, write down 99998.
When a person earns a fixed salary and also overtime or commission, add the two amounts and write down the result in the corresponding space.
If the person has been working for less than a month and has not yet received any payment for her work, write down the amount agreed [by the parties].
For employees who receive an hourly wage, find out how much they earn per hour and how many hours a day they work. Multiply that value ["hourly wage" times "hours of work per day"] by the number of days worked per week, multiply this result by 4.33 to get the monthly amount.
For employees who receive a weekly salary, find out the average wage or salary per day, then multiply this amount by the number of days they usually work in the week, and multiply this amount by 4.33 to get monthly amount.
The year has 12 months, 52 weeks or 365 days.
By dividing 52 weeks between 12 months we get an average of 4.33 weeks [per month].
That is why the salary or monthly income is multiplied by 4.33, to get a monthly amount. Since some months have 5 weeks and others 4 weeks, by multiplying [a salary or income] by that number [4.33] we obtain a [monthly] salary or income closest to reality.
[p. 211]
For employees in the agricultural sector, who do not receive a fixed salary because they are paid according to the days worked, ask how much they earn per day, then multiply this amount by the number of days worked in the month and write down the resulting amount. So, in this case, you do not multiply by 4.33.
If no information is provided, note down clarifications on the space provided for observations.
All persons who marked any of the circles from 01 to 05 in question 26 (Do you work or did you work as?): Government employee, Employee of a Non-Profit Institution , Employee of a cooperative, Private Company Employee, Domestic employee, should have a response for this question. Exceptions are given to those who responded not having a job last month because they were unemployed.
Example No. 1:
Roberto earns B/.3.50 an hour. He works Monday to Friday, 8 hours a day, and on Saturdays from 8 to 12.
Solution:
1. He works Monday to Friday, 8 hours a day. 5x8 = 40 hours. He works for four hours on Saturdays. Total = 40+4 = 44 hours per week.
2. He earns B/3.50 per hour.
3. The calculation is as follows:
To get a monthly amount multiply by 4.33, because there are some months with 5 weeks.
44 x B/3.50= B/3.50 = B/154.00 weekly payment
Weekly payment B/154.00 x 4.33 = B/666.82 Monthly payment
Roberto earns B/666.82 a month.
[p. 212]
In the form the amount should be recorded as follows:
[Below the text, there is a sample image.]
[p. 213]
Example No. 2:
When enumerating a dwelling, it is found that one of its members worked as an agricultural worker on the farm Las Malvinas, for ten (10) days in the month. The payment received was B/.6.00 for 6 days and B/4.00 the rest of the work days.
[Below the text, there is a sample image of the form.]
[p. 214]
If you notice the person a little doubtful at the time of declaring the information to you, request, tactfully, a pay stub for the last month. If the pay stub corresponds to a week, multiply the gross total by 4.33, and if it corresponds to every other week, multiply the gross total by 2.
b. Thirteenth month: Include in this space the thirteenth month payment to employees of state-owned or private companies. If the person gives you the total amount of her bonus [Décimo in Spanish], divide it by four (4) and write down that amount in the appropriate space. If the person does not remember, divide the monthly salary received by twelve (12) and write it down in the space. For government employees, proceed as follows: If they earn less than or B/.400.00 calculate the thirteenth month payment as described above. If the person earns more than B/401.00 the thirteenth month payment is calculated on B/400.00. You should also be aware that there are some state institutions such as the Savings Bank and the National Bank, who pay the bonus based on the earned salary. If the person tells you that this is her case, proceed as directed above, i.e., divide the gross salary by 12 and write down the necessary observations.
Remember that employees of the Panama Canal Authority are not paid a thirteenth month [bonus]
c. Income from independent or own-account work: refers to net income, that is to say, income minus expenses in the activity that a person did.
[This option is only for independent or own-account workers, owners or employers, and members of a production cooperative.]
Only for independent or own-account worker, owner or employer, and member of a production cooperative, circles 07, 08 and 09 of question 26.
For an independent or own-account worker, the amount recorded is the net income, i.e., income minus expenses in her activity.
In the case of agricultural workers who are independent or own-account workers, include self-consumption (this is, when they consume at home a proportion of what they produce).
In some cases it will be a little difficult to obtain information from people who have no accounting records. In these cases, find out the average earnings per day, then multiply the amount by the number of days the person usually works in the week, and then multiply it by 4.33, and get the monthly income. If no information is provided, note down clarifications on the space provided for observations.
[p. 215]
Example:
When enumerating the owner of a grocery store, he says that he obtained a net gain by the sale of provisions, approximately B/25.00 daily. The store does not close any day of the month.
[Below the text, there is a sample image of the form.]
[p. 216]
d. Retirement or old age pension: Refers to the person who receives income from a retirement system or pension (regardless of the country where he retired).
e. Pension (by accident, illness, or other survivor): Refers to payments recognized by a social security system if the person has any ailment, disease or inability to practice an occupation.
Include in this section those persons receiving a pension such as survivors of the father, mother, son, daughter, wife, as well as pensions from disabled children.
f. Aid from institutions or other persons who do not live with you: Include the contribution that a person receives provided from family members (those who live outside of the home), or other persons, as well as contributions from public or private institutions. The contribution can be in cash or in kind.
These contributions can consist of:
[To the right of the text there is a picture.]
2) Money: monetary contribution received by a household member, from friends or relatives who do not live in with them.
3) Others: It refers to the calculation of the monetary value received by any household member, in donations of clothing, footwear, housing, transportation, construction materials, among others. When you write down a value in this field, you must specify what the value comprises in the space provided for that purpose. The amount you must register is the sum of all contributions that the person may receive in this category.
[To the right of the text there is a picture.]
[To the left of the text is a picture of a cow.]
[p. 217]
g. Rents, investments, interests, or benefits: This refers to money received by the rent of dwellings, premises, land or other property that the person owns. It also includes dividends, interest or profits from the ownership of stocks, bonds and savings accounts or investment accounts.
h. Scholarships: This refers to the income that persons may have received indirectly as a transfer from any institution for payment of their studies. This includes any type of subsidy provided by any institution (public or private). Also, it is considered in the category of scholarships any reimbursement of expenses that some companies give to their employees for expenses in education for themselves or a member of the employee's family. In these cases, the person does not directly receive an income, but she does not pay the education expenditures, because some institution does it on her behalf.
Find out with the interviewee, when they receive the scholarship and how many months are covered by this payment. Divide the amount received by the number of months covered, to get the monthly amount.
[p. 218]
The respondent states that she received a grant of B /300.00 every three months.
You must divide B /300.00 by three to get the monthly amount. The response will be recorded as follows:
[Below the text, there is a sample image of the form.]
[p. 219]
i. Agricultural or Livestock Sales: is the net income that the person has obtained for selling agricultural or livestock products. If the person claims to be an independent worker or a salaried worker in the agricultural sector, do not include this revenue here again.
[Below the text there are two pictures]
j. Other income: This includes any other income that the respondent received in the last month, from sources other than those listed above. If the person claimed to have more than one job as an employee, as an independent or own-account worker, record here the salary or income received from the other(s) job(s). Include any grant received last month. Also include the Conditional Cash Transfer (Red de Oportunidades), which should correspond to the person receiving it.
Note:
If the respondent has two jobs as an employee, write down the salary of the principal work in section a. (Gross salary or wages), and write down the second one in section j. (Other income).
If the respondent is an employee and has received income from independent or own-account work, her wages must be recorded in section a. (Gross salary or wages) and her income from independent or own-account work must be recorded in subsection c. (Income from self-employment or self).
32. Income in 1979 --
During the entire year 1979, did ____receive any income from the following sources?
If "Yes" to any of the sources below, ask "How much?" If net income in 32b, 32c or 32d was a loss, write "Loss" above the dollar amount.
32b. Own nonfarm business, partnership, or professional practice
Report net income after business expenses.
32. Income in 1979 --
During the entire year 1979, did ____receive any income from the following sources?
If "Yes" to any of the sources below, ask "How much?" If net income in 32b, 32c or 32d was a loss, write "Loss" above the dollar amount.
32c. Own farm
Report net income after operating expenses.
33. The following questions are about income received during 1989
If an exact amount is not known, accept a best estimate. If net income in b, c, d or question 34 was a loss, write "Loss" above the dollar amount.
33b. Did [respondent] earn income from (his/her) own nonfarm business, proprietorship or partnership --
Report net income after business expenses.
33. The following questions are about income received during 1989
If an exact amount is not known, accept a best estimate. If net income in b, c, d or question 34 was a loss, write "Loss" above the dollar amount.
33c. Did [respondent] earn income from (his/her) own farm business? -- Include earnings as a tenant farmer or sharecropper. Report net income after operating expenses.
No questionnaire text is available for this sample.
No questionnaire text is available for this sample.
47. Income in the past 12months.
Mark (X) the "yes" box for each type of income this person received, and give your best estimate of the total amount during the past 12 months. (Note: The "past 12 months" is the period from today's date one year ago up through today.)
Mark (X) the "no" box to show types of income not received
If net income was a loss, mark the "loss" box.
For income received jointly, report the appropriate share for each person. Or, if that's not possible, report the whole amount for only one person and mark the "no" box for the other person.
Mark the "Yes" or "No" box for each type of income, and enter the amount received in the past 12 months for each "Yes" response.
If income from any source was received jointly by household members, report, if possible, the appropriate share for each person; otherwise, report the whole amount for only one person and mark the "No" box for the other person.
When reporting income received jointly, do not include the amount for a person not listed on pages 2, 3, or 4.
Do not include the following as income in any item:
47a. Include wages and salaries before deductions from all jobs. Be sure to include any tips, commissions, or bonuses. Owners of incorporated businesses should enter their salary here. Military personnel should include base pay plus cash housing and/or subsistence allowance, flight pay, uniform allotments, reenlistment bonuses.
47b. Include nonfarm profit (or loss) from self-employment in sole proprietorships and partnerships. Exclude profit (or loss) of incorporated businesses the person owns.
Include farm profit (or loss) from self-employment in sole proprietorships and partnerships.
Exclude profit (or loss) of incorporated farm businesses you own. Also exclude amounts from land rented for cash but include amounts from land rented for shares.
47c. Include interest received or credited to checking and saving accounts, money market funds, certificates of deposit (CDs), IRAs, KEOGHs, and government bonds.
Include dividends received, credited, or reinvested from ownership of stocks or mutual funds.
Include profit (or loss) from royalties and the rental of land, buildings or real estate, or from roomers or boarders. Income received by self-employed persons whose primary source of income is from renting property or from royalties should be included in question 47b above.
Include regular payments from an estate or trust fund.
47d. Include amounts, before Medicare deductions, of Social Security and/or Railroad Retirement payments to retired persons, to dependents of deceased insured workers, and to disabled workers.
47e. Include Supplemental Security Income (SSI) received by elderly, blind, or disabled persons.
47f. Include any public assistance or welfare payments the person receives from the state or county welfare office. Do not include assistance received from private charities. Do not include assistance to pay heating or cooling costs.
47g. Include retirement, survivor or disability benefits received from companies and unions, Federal, state, and local governments, and the U.S. military. Include regular income from annuities and IRA or KEOGH retirement plans.
47h. Include Veterans' (VA) disability compensation and educational assistance payments (VEAP); unemployment compensation, child support or alimony; and all other regular payments such as Armed Forces transfer payments, assistance from private charities, regular contributions from persons not living in the household.
Answer person questions 19 through 48 if this person is 15 years old or over.
Answer person questions 47 through 48 only if this person is 15 years old or over.
Mark the "yes" or "no" box for each type of income, and enter the amount received in the past 12 months for each "Yes" response.
If income from any source was received jointly by household members, report, if possible, the appropriate share for each person; otherwise, report the whole amount for only one person and mark the "no" box for the other person.
When reporting income received jointly, do not include the amount for a person not listed on pages 2, 3, or 4.
Do not include the following as income in any item:
Include farm profit (or loss) from self-employment in sole proprietorships and partnerships. Mark the "loss" box if there is a loss. Exclude profit (or loss) of incorporated farm businesses you own. Also exclude amounts from land rented for cash but include amounts from land rented for shares.
P43. Mark the "yes" or "no" box for each type of income, and enter the amount received in the past 12 months for each "yes" response.
If income from any source was received jointly by household members, report, if possible, the appropriate share for each person; otherwise, report the whole amount for only one person and mark the "no" box for the other person.
When reporting income received jointly, do not include the amount for a person not listed on pages 2, 3, 4, 5, 6, or 7.
Do not include the following as income in any item:
b. Include nonfarm profit (or loss) from self-employment in sole proprietorships and partnerships. Mark the "loss" box if there is a loss. Exclude profit (or loss) of incorporated businesses the person owns.
Include farm profit (or loss) from self-employment in sole proprietorships and partnerships. Mark the "loss" box if there is a loss. Exclude profit (or loss) of incorporated farm businesses the person owns. Also exclude amounts from land rented for cash but include amounts from land rented for shares.
41. Gross income (Nearest T.T. Dollar)
The census is a major source of collecting income data for all persons and their families and households in Trinidad and Tobago. This section seeks to obtain information on the amount of and distribution of income earned by households. Income can also be related to other characteristics of persons in households for example occupation, industry and level of educational attainment.
Census income data are widely used by government to develop support programmes, public social assistance, welfare payments and social services. Income data are also used to identify specific geographic communities in need of assistance. Business enterprises also use income data to help market their products and target consumers to sell other goods and services produced.
[p.60]
Remember income is defined as sources of benefits in both cash and kind accruing to the members of the household regardless of whether the members are economically active or not.
It is important to keep in mind that many persons are hesitant to tell others how much money they earn. You must therefore be tactful if you are to get the question answered correctly or willingly. You may need to emphasize or explain that the information is required to work out average income per individual for the entire country. If members of the household are still uncomfortable giving the exact amount of their income, use the income flash card provided by the Census Office as a last resort. Record the code that represent the income group to which the individual belongs.
In other cases, the head of the household may genuinely not be aware of the income of the other members. In cases like these, an effort must be made to obtain the information directly from the relevant member of the household. Perhaps an appointment can be made to meet the individual.
This Section is applicable to all persons 15 years and over whether working or not and is intended to reflect the situation at the time of enumeration. You are to obtain income data to complete items (1), (2), (3) and (7). Multiple entries are possible for any one individual.
Question 41 (1) - Paid employment
Income from paid employment include wages, salaries and other benefits in cash or in kind earned by individuals before deductions for social security schemes and income taxes. It also covers payments as commissions, tips and bonuses, cost of living allowances, vacation allowances, director's fees and the cost to employees of food, lodging, clothing which is provided free of charge or at a reduced cost. In other words, the total compensation package of the individual is recorded.
Question 41 (2) - Self-employment
For the self-employed, income reported should be net income i.e. total income less business operating expenses such as wages, rent, electricity and fuel. These persons may be those who operate agricultural operations, in addition to those who own and operate unincorporated business and persons in professional practice.
Question 41 (3) - Pension and annuities
Private and government pensions and annuities can be described as retirement benefits that individuals receive upon retirement to replace their earnings.
Many employers have established pension programmes for their employees so that upon retirement the employees will still receive some source of income. Included in pensions is the government's old age pension granted to senior citizens.
[p.61]
An annuity is a pension policy that the individual takes out or purchases on his or her own. These payments are usually made in a lump sum and then at a reduced monthly payment over a certain number of years.
Question 41 (7) - Other income
Is described as monies, which an individual receives from sources other than his/her wages, salaries, pensions and annuities. Other Income includes rent received, dividends, interest (investment income) and royalties. Periodic payments received regularly from an inheritance or trust fund are also regarded as Income, as well as alimony, unemployed benefits, sick pay, scholarships and remittances from abroad.
The following items should not be regarded as income:
For item, 1,2,3,7 income is recorded to the nearest dollar For example, $5000 is entered as _5000. Obtain from the respondent for each or any item indicated, whether the income relates to a daily (01), weekly (02), fortnightly (03), monthly (04), quarterly (05) or annually (06) period. These codes are inserted against each type of income recorded. If income is given monthly enter 04.
[All]
29a. Did this person work at any time last week?
[] No - Fill this circle if this person did not work, or did only own housework, school work, or volunteer work. Skip to 30
[All]
40. Earnings in 1969 - Fill parts a, b, and c for everyone who worked any time in 1969 even if he had no income. (If exact amount is not known, give best estimate.)
a. How much did this person earn in 1969 in wages, salary, commissions, bonuses, or tips from all jobs? (Before deductions for taxes, bonds, dues, or other items.)
or
[] None
b. How much did he earn in 1969 from his own nonfarm business, professional practice, or partnership? (Net after business expenses. If business lost money, write "Loss" above amount.)
or
[] None
c. How much did he earn in 1969 from his own farm? (Net after operating expenses. Include earnings as a tenant farmer or sharecropper. If farm lost money, write "Loss" above amount.)
or
[] None
"Enter the amount or fill the None circle in a, b, and c. Part 40a includes "sick leave" pay. Part 40a excludes military bonuses, reimbursement for business expenses, and pay "in kind." The owner of an unincorporated nonfarm business should include his net earnings in part 40b. If the business or farm is incorporated, his earnings should be included in part 40a."
[All]
29a. Did this person work at any time last week?
[] No - Fill this circle if this person did not work, or did only own housework, school work, or volunteer work. Skip to 30
[All]
40. Earnings in 1969 - Fill parts a, b, and c for everyone who worked any time in 1969 even if he had no income. (If exact amount is not known, give best estimate.)
a. How much did this person earn in 1969 in wages, salary, commissions, bonuses, or tips from all jobs? (Before deductions for taxes, bonds, dues, or other items.)
or
[] None
b. How much did he earn in 1969 from his own nonfarm business, professional practice, or partnership? (Net after business expenses. If business lost money, write "Loss" above amount.)
or
[] None
c. How much did he earn in 1969 from his own farm? (Net after operating expenses. Include earnings as a tenant farmer or sharecropper. If farm lost money, write "Loss" above amount.)
or
[] None
"Enter the amount or fill the None circle in a, b, and c. Part 40a includes "sick leave" pay. Part 40a excludes military bonuses, reimbursement for business expenses, and pay "in kind." The owner of an unincorporated nonfarm business should include his net earnings in part 40b. If the business or farm is incorporated, his earnings should be included in part 40a."
32b. Own nonfarm business, partnership, or professional practice
[] Yes --
[Include net earnings (gross receipts minus operating expenses) from a nonfarm business. If business lost money, write "loss" above the amount.]
32c. Own farm
[] Yes --
[Include net earnings (gross receipts minus operating expenses) from a farm. If farm lost money, write "loss" above the amount.]
32b. Self-employment income from own nonfarm business, including proprietorship and partnership
[] Yes
[Include non-farm profit (or loss) from self-employment in sole proprietorships and partnerships. Exclude profit (or loss) of incorporated businesses you own.]
32c. Farm self-employment income
[] Yes
[Include farm profit (or loss) from self-employment in sole proprietorships and partnerships. Exclude profit (or loss) of incorporated farm businesses you own. Also exclude amounts from land rented for cash but include amounts from land rented for shares.]
31. Income in 1999 - Mark [X] the "yes" box for each income source received during 1999 and enter the total amount received during 1999 to a maximum of $999,999. Mark [X] the "no" box if the income source was not received. If net income was a loss, enter the amount and mark [X] the "loss" box next to the dollar amount.
For income received jointly, report, if possible, the appropriate share for each person; otherwise, report the whole amount for only one person and mark the "no" box for the other person. If exact amount is not known, please give best estimate.
31. b. Self-employment income from own nonfarm businesses or farm businesses, including proprietorships and partnerships - Report net income after business expenses.
Annual amount - Dollars
[] Loss
a) Wages, salary, commissions, bonuses, or tips from all jobs.
b) Self-employment income from own non-farm businesses or farm businesses, including proprietorships and partnerships.
c) Interest, dividends, net rental income, royalty income, or income from estates and trusts.
d) Social Security or Railroad Retirement
e) Supplemental Security Income (SSI)
f) Any public assistance or welfare payments from the state or local welfare office.
g) Retirement, survivor, or disability pensions. Do not include Social Security.
h) Any such other sources of income received regularly such as Veterans' (VA) payments, unemployment compensation, child support or alimony. Do not include lump sum payments such as money from an inheritance or the sale of a home
42. What was this person's total income during the past 12 months?
b) Self-employment income from own nonfarm businesses or farm businesses, including proprietorships and partnerships. Report net income after business expenses
[] No
[] Loss
Mark (X) the "No" box to show types of income NOT received.
If net income was a loss, mark the "Loss" box to the right of the dollar amount.
For income received jointly, report the appropriate share for each person -- or, if that's not possible, report the whole amount for only one person and mark the "No" box for the other person.
Mark the "Yes" or "No" box for each type of income, and enter the amount received in the past 12 months for each "Yes" response.
If income from any source was received jointly by household members, report, if possible, the appropriate share for each person; otherwise, report the whole amount for only one person and mark the "No" box for the other person.
When reporting income received jointly, do not include the amount for a person not listed on pages 2, 3, or 4.
do not include the following as income in any item:
47b. Include "nonfarm" profit (or loss) from self-employment in sole proprietorships and partnerships. Exclude profit (or loss) of incorporated businesses the person owns. Include FARM profit (or loss) from self-employment in sole proprietorships and partnerships. Exclude profit (or loss) of incorporated farm businesses you own. Also exclude amounts from land rented for cash but include amounts from land rented for shares.
P43. Mark the "Yes" or "No" box for each type of income, and enter the amount received in the past 12 months for each "Yes" response.
If income from any source was received jointly by household members, report, if possible, the appropriate share for each person; otherwise, report the whole amount for only one person and mark the "No" box for the other person.
When reporting income received jointly, do not include the amount for a person not listed on pages 2, 3, 4, 5, 6, or 7.
Do not include the following as income in any item:
b. Include nonfarm profit (or loss) from self-employment in sole proprietorships and partnerships. Mark the "Loss" box if there is a loss. Exclude profit (or loss) of incorporated businesses the person owns.
Include farm profit (or loss) from self-employment in sole proprietorships and partnerships. Mark the "Loss" box if there is a loss. Exclude profit (or loss) of incorporated farm businesses the person owns. Also exclude amounts from land rented for cash but include amounts from land rented for shares.