Example 1 An account held by (a partnership of Fred and Wilma Parks with TFN 87690012) would be reported as follows in the QTFN Wilma’s Hairdressing report: Note that for formal partnerships the name of the partners MUST NOT be reported in the surname and given name fields. B C D E F G H I J K Account name Entity TFN ABN Surname 1st given name 2nd giv name DOB Filler Non-indiv name P 87690012 FRED PARKS AND WILMA PARKS Wilma’s Hairdressing P = TFN These fields blank for non-individual investor Name of partnership partnership would be entered in the Account name field (Column B). "WILMA’S HAIRDRESSING" Example 2 A joint account held by Arthur and Kerry Smith no partnership entity and the joint account holders have provided their own TFNs would be reported as follows: B C D E F G H I J K Account name Entity TFN ABN Surname 1st given name 2nd given name DOB Filler Non-indiv name ARTHUR AND KERRY SMITH I 987123456 SMITH ARTHUR 12121956 ARTHUR AND KERRY SMITH I 678456123 SMITH KERRY JANE 14101957 Full name of account on the TFNs of A/c I = individual Account holder details Blank for individual spreadsheet holders
Example 1 An account held by Wilma’s Hairdressing (a partnership of Fred and Wilma Parks with TFN 87690012) would be reported as follows in the QTFN report: Note that for formal partnerships the name of the partners MUST NOT be reported in the surname and given name fields. B C D E F G H I J K Account name Entity TFN ABN Surname 1st given name 2nd giv name DOB Filler Non-indiv name Wilma’s Hairdressing P 87690012 FRED PARKS AND WILMA PARKS P = partnership TFN These fields blank for non-individual investor Name of partnership "WILMA’S HAIRDRESSING" would be entered in the Account name field (Column B). Example 2 A joint account held by Arthur and Kerry Smith no partnership entity and the joint account holders have provided their own TFNs would be reported as follows: B C D E F G H I J K Account name Entity TFN ABN Surname 1st given name 2nd given name DOB Filler Non-indiv name ARTHUR AND KERRY SMITH I 987123456 SMITH ARTHUR 12121956 ARTHUR AND KERRY SMITH I 678456123 SMITH KERRY JANE 14101957 Full name of account on the spreadsheet I = individual TFNs of A/c holders Account holder details Blank for individual
Final_Clean_QTFN_PC_Spreadsheet_v1.2.1.docx