circumstances. Information entered which does not meet these criteria will cause processing delays. The following are key examples of where the field should be used, the type of business information that should be included, and the quality, tone and language of the information. Software developers should consider whether a or informational message concerning use ‘help’ of this field would be beneficial for tax agents. Examples of helpful scenarios: Scenario Additional free text field content The client is electing to withdraw from Primary My client hereby elects to withdraw from the Production averaging provisions. primary production averaging provisions from the 2014 financial year. The client is in receipt of a lump sum payment in My client received a lump sum payment for $xx arrears in the current year. for financial year 20xx. This is to be calculated as a tax offset. The health insurer ID code of has been The name of the health fund is ABC healthy ‘other’ entered as the fund cannot be identified in the 123 Ltd. dropdown menu. Table 9: Examples of helpful free text scenarios IITR IITR thresholds and calculations can be found on the ATO software developer’s website: TFN ABN To obtain access to the algorithm to validate TFNs in a BMS product, refer to the ATO software developer page on this topic: For information on ABN validation see this page: As part of the lodgment process for an original IITR or RFC, a number of fields concerning contact details, residency status and bank account details can be updated in ATO systems where they do not match ATO records. Amendments will not update the ATO client register. In the case where a taxpayer has deceased, an IITR lodgment for the deceased taxpayer can be used to notify the ATO of the taxpayer’s death. The date of death will be updated in ATO records if this field is completed and the title field will be changed to for’. ‘Executor Data that can be updated in ATO records can include: Postal Address data: Line 1’ ‘Address Line 2’ ‘Address or town’ ‘Suburb ‘State’ ‘Postcode’ (if not Australia) ‘Country’ Residential Address data: Line 1’ ‘Address Line 2’ ‘Address
circumstances. Information entered which does not meet these criteria will cause processing delays. The following are key examples of where the field should be used, the type of business information that should be included, and the quality, tone and language of the information. Software developers should consider whether a ‘help’ or informational message concerning use of this field would be beneficial for tax agents. Examples of helpful scenarios: Scenario Additional free text field content The client is electing to withdraw from Primary Production averaging provisions. My client hereby elects to withdraw from the primary production averaging provisions from the 2014 financial year. The client is in receipt of a lump sum payment in arrears in the current year. My client received a lump sum payment for $xx for financial year 20xx. This is to be calculated as a tax offset. The health insurer ID code of ‘other’ has been entered as the fund cannot be identified in the dropdown menu. The name of the health fund is ABC healthy 123 Ltd. Table 9: Examples of helpful free text scenarios IITR IITR thresholds and calculations can be found on the ATO software developer’s website: TFN ABN To obtain access to the algorithm to validate TFNs in a BMS product, refer to the ATO software developer page on this topic: For information on ABN validation see this page: As part of the lodgment process for an original IITR or RFC, a number of fields concerning contact details, residency status and bank account details can be updated in ATO systems where they do not match ATO records. Amendments will not update the ATO client register. In the case where a taxpayer has deceased, an IITR lodgment for the deceased taxpayer can be used to notify the ATO of the taxpayer’s death. The date of death will be updated in ATO records if this field is completed and the title field will be changed to ‘Executor for’. Data that can be updated in ATO records can include: Postal Address data: ‘Address Line 1’ ‘Address Line 2’ ‘Suburb or town’ ‘State’ ‘Postcode’ ‘Country’ (if not Australia) Residential Address data: ‘Address Line 1’ ‘Address Line 2’
ATO_IITR.0001_2014_Business_Implementation_Guide.docx