Guides and instructions

The Budget 2018-19 was released on Tuesday 8 May 2018. The measures announced as part of the Budget 2018-19 are subject to receiving royal assent and are therefore not yet law. While we provide...
Current from: 21 May 2018
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, digital service providers and...
Current from: 6 Apr 2018
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, digital service...
Current from: 5 Apr 2018
The Mid-Year Economic and Fiscal Outlook (MYEFO) (PDF, 1.90MB) was released on 18 December 2017. A summary of the measures affecting digital service providers is provided on this page for use in...
Current from: 23 Jan 2018
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: 17 Jan 2018
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, digital service providers...
Current from: 14 Nov 2017
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: 17 Aug 2017
Current from: 26 May 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
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