Guides and instructions

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 reduce the need for contact between your organisation...
Current from: 15 Aug 2019
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 providers and other interested parties and contains...
Current from: 6 Aug 2019
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 other interested parties and contains instructions and...
Current from: 22 Jul 2019
The Mid-Year Economic and Fiscal Outlook (MYEFO) was released on 18 December 2017. A summary of the measures affecting digital service providers is provided on this page for use in developing software. While the ATO sometimes provides input on tax and...
Current from: 16 Jul 2019
The Budget 2019–20 was released on Tuesday 2 April 2019. The measures announced as part of the Budget 2019-20 are subject to receiving royal assent and are therefore not yet law. While we provide input on tax and superannuation policies, the Australian...
Current from: 28 May 2019
This guide provides information to assist reporters complete and supply the Employee Share Scheme (ESS) annual report. It has been prepared for ESS suppliers, reporters, digital service providers and other interested parties and contains instructions and...
Current from: 15 Apr 2019
We are seeking your feedback on the updated Digital service provider (DSP) Operational Framework Requirements. The DSP Operational Framework (the Framework) addresses the shared risks presented by the growth of our digital services across the digital...
Current from: 19 Nov 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 and other interested parties and contains instructions...
Current from: 8 Oct 2018
This guide provides information to assist in validating Payment Reference Numbers (PRN) for Australian Taxation Office payments. We receive over 20 million payments annually. Of these, approximately 10% of payments require correction due to mistakes made...
Current from: 1 Aug 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 January 2017 and must be used for all FATCA reports...
Current from: 28 Jun 2018

Pages