Modernisation of Trust Administration Systems (MTAS) working group – 7 February 2024

Original Published Date
Effective Date
Status
Current
Tax Category
Payroll
Tax preparation
Business accounting
Resource Type
Consultative groups
Description

The Modernisation of Trust Administration Systems (MTAS) project is an ATO initiative aimed at improving the integrity of the tax system through improving the end to end trust experience for clients.

This meeting is scheduled for Wednesday 7 February 2024 at 2:00 pm AEDT.

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:

Technical Design and Specifications

The group was provided with an overview of the latest Validation Rules (VRs) for the INCDTLS service which was published in the FEBRUARY 2024 EVTE release.

Cross-form validation rules are present to ensure values entered in the Income Details Schedule will match with the Individual income tax return parent form.

Managing labels

The group was walked through a draft mapping of the Statement of Distribution (SoD) to the Trust Income Schedule (TIS) labels in the ITR and NITR returns. For the items not mapped, they are informational only and don’t map to the body of the return and are not required to lodge a return.

Group discussion

Recent MTAS related queries will be answered and published on a Q&A page in Online Services for DSPs once responses are available.

Next steps

The working group will reconvene post PROD release, sometime in July 2024.

For any questions about the Modernisation of Trust Administration Systems (MTAS) working group, raise a ticket in Online services for DSPs.

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