Guides and instructions

Changes to tax legislation means administrators of payment systems need to report business transactions made through payment systems to the ATO.
Current from: 20 Mar 2017
This guide provides information to assist investment bodies complete and supply the Annual investment income report (AIIR). It has been prepared for AIIR suppliers, reporters, software developers...
Current from: 17 Mar 2017
Changes to tax legislation means administrators of payment systems need to report business transactions made through payment systems to the ATO.
Current from: 17 Mar 2017
This guide provides information to assist in development of the Transfers of shares and units (Listed Entities) report. It has been prepared for suppliers, reporters, software developers and other...
Current from: 17 Mar 2017
This guide provides information to assist in development of the Transfers of shares and units (Market Participants) report. It has been prepared for suppliers, reporters, software developers and...
Current from: 10 Mar 2017
Intergovernmental FATCA XML Schema The IRS has finalised the format for automatically exchanging FATCA data with IGA jurisdictions. The Intergovernmental FATCA XML Schema v2.0 is effective from 1...
Current from: 3 Mar 2017
The tax file number (TFN) algorithm is a mathematical formula that tests the validity of numbers quoted as TFNs. Its use in software is recommended as it will minimise TFN errors and may subsequently...
Current from: 24 Feb 2017
The Mid-Year Economic and Fiscal Outlook (MYEFO) PDF, 2.53MB) was released on 19 December 2016. A summary of the measures impacting software developers is provided on this page for use by software...
Current from: 25 Jan 2017
Budget 2016-17 was released on 3 May 2016. Please note the measures announced as part of the 2016-17 Budget are subject to receiving Royal assent. While the ATO sometimes provides input...
Current from: 26 Jul 2016
Bulk data exchange (BDE) error and warning codes and messages Reports included: Payment summary annual report (PSAR) Taxable payment annual report (TPAR) Annual investment income report (...
Current from: 19 Apr 2016

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