Guides and instructions

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
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 input on tax and superannuation policies, the Australian...
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 other interested parties and contains instructions 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 providers and other interested parties and contains...
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 developing software. While the ATO sometimes provides input...
Current from: 23 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 and other interested parties and contains instructions...
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 (AIIR) Quarterly tax file number (QTFN) Tax file number...
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

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