Original Published Date
Status
Current
Tax Category
Payroll
Tax preparation
Business accounting
Superannuation
Investment bodies
Resource Type
Specifications
Description
The accepted specifications and versions for the 2016-17, 2017-18, 2018-19, 2019-20, 2020-21, 2021-22, 2022-23, 2023-24, 2024-25 financial years. You will be required to use these if you are developing software to lodge electronically. A list of validation tools has also been included.
- Payroll
- Tax preparation
- Superannuation
- Business
- Investment bodies
- Validation tools
- Standard Business Reporting (SBR)
- ATO online file transfer function
- Data transfer facility
- Payment summary annual report
- Archived
For payroll digital service providers
| Specification | Version for 2016-17 | Version for 2017-18 | Version for 2018-19 | Version for 2019-20 | Version for 2020-21 | Version for 2021-22 | Version for 2022-23 | Version for 2023-24 | Version for 2024-25 | Electronic channel |
|---|---|---|---|---|---|---|---|---|---|---|
| Employee share scheme (ESS) annual report specification | 2.0.3 | 2.0.3 | 3.1.2 | 3.1.2 | 3.1.2 | 3.1.2 | 3.1.2 | 3.1.2 | 3.1.2 | OSFA or OSB |
| Employee share scheme (ESS) self-print statement – employee summary specification | 1.0.2 | 1.0.2 | 1.0.2 | 1.0.2 | 1.0.2 | 1.0.2 | 1.0.2 | 1.0.2 | 1.0.2 | n/a |
| Pay as you go (PAYG) withholding interest, dividend and royalty payments paid to non- residents annual report specification | 2.02 | 2.02 | 2.02 | 2.02 2.0.3 |
2.04 | 2.04 | 2.04 | 2.04 | 2.04 | OSFA or OSB |
| Pay as you go (PAYG) withholding payment summary annual report (PSAR) specification |
12.0.0
|
12.0.0 12.0.1 13.0.0 13.0.1 |
13.0.1 | 13.0.1 | 13.0.2 13.0.3 |
13.0.3 | 13.0.3 | 13.0.3 | 13.0.3 | SBR, OSFA or OSB |
| Pay as you go (PAYG) withholding self-print (SPRINT) payment summary specification and test scenario | 5.3.0 | 5.3.0 5.3.1 |
5.3.1 | 5.3.1 | 5.3.2 | 5.32 | 5.32 | 5.32 | 5.32 | n/a |
| Pay as you go (PAYG) withholding where ABN not quoted annual report specification | 1.2.3 | 1.2.3 | 1.2.3 | 1.2.3 | 1.2.4 1.2.5 |
1.2.5 | 1.2.5 | 1.2.5 | 1.2.5 | OSFA or OSB |
| Tax file number (TFN) declaration self-print specification | 1.1.1 | 1.1.2 | 1.1.2 | 1.1.3 | 1.1.4 | 1.1.4 | 1.1.4 | 1.1.4 | 1.1.4 | n/a |
| Tax file number (TFN) declaration reporting specifications | 2.2 2.3.1 |
2.2 2.3.1 3.0.0 4.0.0 4.0.1 |
4.0.0 4.0.1 |
4.0.0 4.0.1 |
4.0.1 4.0.2 |
4.0.1 4.0.2 |
4.0.3 | 4.0.3 | 4.0.3 | OSB and OSFA |
For tax preparation digital service providers
| Specification | Version for 2016-17 | Version for 2017-18 | Version for 2018-19 | Version for 2019-20 | Version for 2020-21 | Version for 2021-22 | Version for 2022-23 | Version for 2023-24 | Version for 2024-25 | Electronic channel |
|---|---|---|---|---|---|---|---|---|---|---|
| Business transactions made through payment systems (BTTPS) specification | n/a | 1.0.1 | 1.0.1 | 1.0.1 1.0.2 |
1.0.3 | 1.0.3 | 1.0.3 | 1.0.3 | 1.0.3 | OSFA or OSB |
| Employee share scheme (ESS) annual report specification | 2.0.3 | 2.0.3 | 3.1.2 | 3.1.2 | 3.1.2 | 3.1.2 | 3.1.2 | 3.1.2 | 3.1.2 | OSFA or OSB |
| Employee share scheme (ESS) self-print statement - employee summary specification | 1.0.2 | 1.0.2 | 1.0.2 | 1.0.2 | 1.0.2 | 1.0.2 | 1.0.2 | 1.0.2 | 1.0.2 | n/a |
| Pre-filling report - importing data into tax agent software specification | 1.0 | 0.4 | 0.5 | 0.5 | n/a | n/a | n/a | n/a | n/a | n/a |
| Private health insurance report (PHIR) specification | 3.0.0 | 3.0.0 | 3.0.0 | 3.0.0 | 3.0.2 | 3.0.2 | 3.0.2 | 3.0.2 | 3.0.2 | OSB |
| Sharing Economy Taxable Payments (SHRNGECONTXBLPMT) | n/a | n/a | n/a | n/a | n/a | 0.1 | 0.2 | 0.3 0.4 1.0 1.1 1.2 |
1.2 | OSB |
For superannuation digital service providers
| Specification | Version for 2016-17 | Version for 2017-18 | Version for 2018-19 | Version for 2019-20 | Version for 2020-21 | Version for 2021-22 | Version for 2022-23 | Version for 2023-24 | Version for 2024-25 | Electronic channel |
|---|---|---|---|---|---|---|---|---|---|---|
| Electronic portability form (EPF) message implementation guide (MIG) | 1.1 | 1.1 | 1.1 | 1.1 | n/a | n/a | n/a | n/a | n/a | SBR |
| Member contributions statement (MCS) specification | 10.1.1 | 10.1.1 10.1.2 |
10.1.2 | 10.1.2 | n/a | 10.1.3 | 10.1.3 | 10.1.3 | 10.1.3 | OSFA, OSB |
| Payment variation advice (PVA) statement specification | 3.2.1 | 3.2.1 | 3.2.1 | 3.2.2 3.2.3 |
3.2.4 | 3.2.4 | 3.2.4 | 3.2.4 | 3.2.4 | OSB or OSFA |
| Remittance advice and recovery notice (RARN) specification | 4.2.0 | 4.2.0 | 4.2.0 | 4.2.1 | 4.2.2 | 4.2.2 | 4.2.2 | 4.2.2 | 4.2.2 | OSB or OSFA |
| Superannuation guarantee calculator specification and test scenario | n/a | n/a | n/a | n/a | n/a | n/a | n/a | n/a | n/a | ECI |
| Superannuation member tax file number (TFN) notification specification | 1.2.3 | n/a | 1.2.3 | 1.2.3 | n/a | 1.2.3 | 1.2.3 | 1.2.3 | 1.2.3 | ECI |
| Transfer Balance Account Report (TBAR) | n/a | 1.0.2 1.0.3 |
1.0.3 | 1.0.3 1.1.3 |
1.1.4 | 1.1.4 | 1.1.5 | 1.1.5 | 1.1.5 | OSB or OSFA |
For business digital service providers
| Specification | Version for 2016-17 | Version for 2017-18 | Version for 2018-19 | Version for 2019-20 | Version for 2020-21 | Version for 2021-22 | Version for 2022-23 | Version for 2023-24 | Version for 2024-25 | Electronic channel |
|---|---|---|---|---|---|---|---|---|---|---|
| Business transactions made through payment systems (BTTPS) specification | n/a | 1.0.1 | 1.0.1 | 1.0.2 | 1.0.3 | 1.0.3 | 1.0.3 | 1.0.3 | 1.0.3 | OSB or OSFA |
| Community Housing Providers Report | n/a | n/a | n/a | n/a | 1.0.0 1.0.1 |
1.0.1 | 1.0.1 | 1.0.1 | 1.0.1 | OSB or OSFA |
| Employee share scheme (ESS) annual report specification | 2.0.3 | 2.0.3 | 3.1.2 | 3.1.2 | 3.1.2 | 3.1.2 | 3.1.2 | 3.1.2 | 3.1.2 | OSB or OSFA |
| Employee share scheme (ESS) self-print statement - employee summary specification | 1.0.1 | n/a | 1.0.1 | 1.0.1 | 1.0.2 | 1.0.2 | 1.0.2 | 1.0.2 | 1.0.2 | n/a |
| Petroleum resource rent tax (PRRT) electronic reporting specification | 2.0.0 | 2.0.0 | 2.0.0 | 2.0.0 | 2.0.1 | 2.0.1 | 2.0.1 | 2.0.1 | 2.0.1 | OSB or OSFA |
| Private health insurance report (PHIR) specification | 3.0.0 | 3.0.0 | 3.0.0 | 3.0.0 3.0.1 |
3.0.2 | 3.0.2 | 3.0.2 | 3.0.2 | 3.0.2 | OSB |
| Real property transfers report (RPTR) specification | 1.0.0 1.0.1 1.0.2 1.0.3 |
1.0.2 1.0.3 |
1.0.3 | 1.0.3 | 1.0.4 | 1.0.4 | 1.0.4 | 1.0.4 | 1.0.4 | OSB or OSFA |
| Real property transfers report (RPTR) XML | 2.0 | 2.1 | 2.1 | 2.1 | 2.1 | 2.1 | 2.1 | 2.1 | 2.1 | n/a |
| Taxable payments annual reports (TPAR) specification | 1.0 1.0.1 1.0.2 |
1.0 1.0.1 1.0.2 2.0.0 2.0.1 |
2.0.1 | 2.0.1 | 3.0.0 | 3.0.1 | 3.0.1 | 3.0.1 | 3.0.1 | OSB or OSFA |
| Transfers of shares and units (Listed Entities) report specification | n/a | 1.0.1 | 1.0.2 2.0.0 |
1.0.2 2.0.0 2.01 |
2.1.0 | 2.1.0 | 2.1.0 | 2.1.0 | 2.1.0 | OSB or OSFA |
| Transfers of shares and units (Market Participants) report specification | n/a | 1.1.0 | 1.1.0 1.2.0 |
1.1.0 1.2.0 |
1.2.1 | 1.2.1 | 1.2.1 | 1.2.1 | 1.2.1 | OSB |
| Transfers of shares and units (Market Participants) report (TSUMP.0002) XML | n/a | 2.0 | 2.0 2.1 |
2.0 2.1 |
2.1 | 2.1 | 2.1 | 2.1 | 2.1 | n/a |
For investment bodies digital service providers
| Specification | Version for 2016-17 | Version for 2017-18 | Version for 2018-19 | Version for 2019-20 | Version for 2020-21 | Version for 2021-22 | Version for 2022-23 | Version for 2023-24 | Version for 2024-25 | Electronic channel |
|---|---|---|---|---|---|---|---|---|---|---|
| Annual investment income report (AIIR) specification | 10.0.3 11.0.2 |
10.0.3 11.0.2 |
10.0.3 11.0.2 12.0.1 |
10.0.3 11.0.2 12.0.1 13.0.1 |
10.0.3 11.0.2 12.0.1 13.0.1 13.0.2 |
10.0.3 11.0.2 12.0.1 13.0.1 13.0.2 13.0.3 |
10.0.3 11.0.2 12.0.1 13.0.1 13.0.2 |
10.0.3 11.0.2 12.0.1 13.0.1 13.0.2 13.0.3 |
10.0.3 11.0.2 12.0.1 13.0.1 13.0.2 13.0.3 |
OSB or OSFA |
| Annual investment income report (AIIR) PC spreadsheet specification | 4.0.2 5.0.0 |
6.0.0 | 6.0.0 | 7.0.0 7.0.1 |
7.0.2 | 7.0.2 | 7.0.3 | 7.0.3 | 7.0.3 | OSB or OSFA |
| Business transactions made through payment systems (BTTPS) specification | n/a | 1.0.1 | 1.0.1 | 1.0.1 1.0.2 |
1.0.3 | 1.0.3 | 1.0.3 | 1.0.3 | 1.0.3 | OSB or OSFA |
| Community Housing Providers Report | n/a | n/a | n/a | n/a | 1.0.0 1.0.1 |
1.0.1 | 1.0.1 | 1.0.1 | 1.0.1 | OSB or OSFA |
| Employee share scheme (ESS) annual report specification | 2.0.0 | 3.0.0 | 3.0.0 | 3.0.1 | 3.1.1 | 3.1.2 | 3.1.2 | 3.1.2 | 3.1.2 | OSB, OSFA |
| Employee share scheme (ESS) self-print employee summary specification | 1.0.1 | 1.0.1 | 1.0.1 | 1.0.1 | 1.0.2 | 1.0.2 | 1.0.2 | 1.0.2 | 1.0.2 | n/a |
| FATCA XML form 8966 schema and user guide | 2.0 | n/a | 2.0 | 2.0 | n/a | n/a | n/a | n/a | n/a | n/a |
| Quarterly tax file number (QTFN) and Australian business number (ABN) report specification | 6.2.0 | 6.2.1 | 6.2.1 | 6.2.1 | 6.2.2 | 6.2.2 | 6.2.2 | 6.2.2 | 6.2.2 | OSB or OSFA |
| Quarterly tax file number (QTFN) and Australian business number (ABN) report PC spreadsheet | 1.2.0 | 1.2.1 | 1.2.1 | 1.2.1 | 1.2.1 | 1.2.1 | 1.2.1 | 1.2.1 | 1.2.1 | n/a |
| Transfers of shares and units (Listed Entities) report specification | n/a | 1.0.2 | 1.0.2 2.0.0 |
1.0.2 2.0.0 |
2.1.0 | 2.1.0 | 2.1.0 | 2.1.0 | 2.1.0 | n/a |
| Transfers of shares and units (Market Participants) report specification | n/a | 1.1.0 | 1.1.0 1.2.0 |
1.1.0 2.0.0 2.1.0 |
2.1.1 | 1.2.1 | 1.2.1 | 1.2.1 | 1.2.1 | OSB |
| Transfers of shares and units (Market Participants) report (TSUMP.0002) XML | n/a | 2.0 | 2.0 2.1 |
2.0 2.1 |
2.1 | 2.1 | 2.1 | 2.1 | 2.1 | n/a |
| Common Reporting Standard (CRS) 2021 specification | n/a | 1.7 | 1.7 | 1.7 | 1.7 1.1 |
1.7 1.1 |
1.7 1.1 |
1.7 1.1 1.2 |
1.7 1.2 1.3 |
OSB |
| Foreign Account Tax Compliance Act (FATCA) 2017 specification | n/a | 1.10 1.9 |
1.10 | 1.10 | 1.10 | 1.10 | 1.11 | 1.11 | 1.11 | OSB |
Validation tools
- Australian business number (ABN) algorithm
- Tax file number (TFN) algorithm (available to registered digital service providers in Online services for DSPs)
- Electronic funds transfer (EFT) code validation
Standard Business Reporting (SBR)
SBR is an Australian government initiative designed to reduce the reporting burden for businesses in Australia. Secure online lodgment can be done through SBR enabled software. For more information, refer to the list of SBR enabled reports and the developers tools.
ATO Online transfer function
Online lodgment can be done by businesses through the Business Portal and intermediaries through Online services for agents using myID and Relationship Authorisation Manager (RAM). The File transfer facility can be used for a range of existing and new reports and forms.
Data transfer facility (DTF)
The ATO Data transfer facility is available for organisations that are unable to successfully utilise SBR or ATO Online services. The DTF supports most electronic reporting specifications.
For more information contact, FileTransferCapability@ato.gov.au
Payment summary annual report
You can lodge your payment summary annual report electronically or by using paper forms.
For more information, refer to How to lodge your payment summary annual report.
Archived
You can request a copy of the following archived pages by contacting us:
- Departing Australia superannuation payments (DASP) annual report test scenario v1.0
- Departing Australia superannuation payments (DASP) annual report specification v1.0
- Pay as you go (PAYG) withholding payments to foreign residents annual report specification v1.0.1
- Pay as you go (PAYG) withholding payments to foreign residents annual report test scenario v1.0
- SuperSeeker Portability Form
- Document interchange system (DIS) specification v11.29
No previous versions available.
Last modified date