The Modernisation of Tax Administration Systems (MTAS) is a multi-phased ATO wide strategy aimed at improving the integrity of the tax system by working with Trustees, Tax Practitioners, and Digital Service Providers (DSPs) to improve the quality, accuracy and transparency of trust and beneficiary data.
Phase 2 will deliver enhancements to trust and beneficiary reporting over the next two years.
Key outcomes
Below is a summary of key outcomes. Note: The full outcomes and any presentation materials are available in the Online Services for DSPs.
At this meeting, discussion points were:
Background and context setting of MTAS measure
The project team was introduced and a high-level overview of the MTAS project was provided to the group, including a discussion of the anticipated changes for Phase 2.
Phase 2 changes
The planned Phase 2 changes for Tax Time 2026 and 2027 were outlined, focusing on system upgrades, data quality improvements, and enhance prefill functionality.
Timeline – Scope for Tax Time 26 and Tax Time 27
The implementation roadmap for Phase 2 was presented, confirming that draft specifications and validation rules will be released between September and December 2025, with testing windows extending into mid-2026.
Group discussion and feedback
DSPs raised questions around lodgment timing, incentives for early submission, and the scope of data included in prefill services.
Next steps
The next meeting will align with the release of the draft specifications, which are currently under review.
No previous versions available.