This hotfix includes the resolved issues in the previous 2 hotfixes (hotfix 52700068 and hotfix 52701915). You don't need to install the previous hotfix before installing this hotfix.
Release notes
Compliance changes
We've included the following compliance changes in this release. The ATO release contains cyclical changes for the decrease of the parenting payment threshold, and contains fixes to resolve validations errors:
Error code
Change
CMN.ATO.IITR.630003
The rule is updated due to the decrease of the parenting payment threshold from $20.995 to $20,543 for the income year.
CMN. ATO.IITR.310005
The rule is updated. In an individual tax return, if you've answered
N at "Have you ever, either directly or indirectly, caused the transfer of property (incl. money) or services to a non-resident trust estate?" (Item 19 Label W)', the transferor trust income amount reported (Item 19 Label B) field must be null. Do not enter 0.
Y at "Have you ever, either directly or indirectly, caused the transfer of property (incl. money) or services to a non-resident trust estate?" (Item 19 Label W)', the transferor trust income amount reported (Item 19 Label B) field must have a value greater than zero.
CMN. ATO.IITR.310004
The rule is updated. In an individual tax return, if you've answered:
N at "Have you ever, either directly or indirectly in a controlled foreign company (CFC)?" (Item 19 Label I)', theCFC income (Item 19 Label K) field must be null. Do not enter 0.
Y at "Have you ever, either directly or indirectly in a controlled foreign company (CFC)?" (Item 19 Label I)', the CFC income (Item 19 Label K) field must have a value greater than zero.
CMN.ATO.GEN.XML03
Fixed by the ATO.
Individual return with prefill data was rejecting if it has special characters other than the valid characters. Valid values are 0-9a-zA-Z ., ( ) - * & # / and a space character The following fields are impacted:
Dividends reference number
Interest account number
Managed fund reference number
CMN.ATO.IITR.730057
Fixed by the ATO.
Individual return rejected if taxpayers over 60 years, and unable to claim the Assessable amount from capped defined benefit income stream amount
CMN.ATO.IITR.730488
Fixed by the ATO.
Individual return rejected if the return has Working holiday maker net income unable to lodge without providing an INCDTLS schedule
Rates
We've updated the CPI indexation factor for the 30 June 2020 quarter. This indexation factor is used solely for FBT purposes concerning remote area benefits (under ss 60 and 60AA of the FBTAA).
We've made a number of changes to the multi-property rental schedule for an individual tax return.
You can enter dollars and cents in the Gross amount field and up to 2 decimal values in the ownership % field. Previously, these fields didn't allow decimal values.
You can now enter an amount in the ownership share field if the share is different to the ownership %. Previously, you couldn't change the amount in this field.
We've readded the Private amount field. You can enter an amount in the Private amountfield if the private use is different to the default private use %.
Total other rental related income is now consolidated into one field. We've made this change as only the total amount is sent to the ATO.Previously, there was a breakdown of the fields such as Rental bond money retained, Insurance compensation for lost rent, etc.
In Adj/Credits tab, if you've completed any of the labels under Study and loan repayment, the estimate is incorrect:
for the repayments amount
if the return has only foreign income (completed the FI schedule).
Foreign income tax offset (FITO) doubling up when generating an estimate
In an individual tax return, if a foreign pension and annuities schedule is completed and if you're claiming FITO at Item 20 Label O, every time you generate an estimate the FITO amount is doubled up.
SBE Pool closing balance not writing off if below the threshold
If the SBE Pool closing balance is less than $150,000 as of 30 June 2020, it will now be written off.
Data entry
Interest income pre-fill data not integrating with at Item 10 - If you've used the ATO pre-fill for interest income, there was an issue with refreshing where the correct total was not flowing into the return at Item 10.
If you're distributing a loss from a trust return to an individual tax return, it will display in the correct field, Share of Label U Other, in the Individual tax return.
PLS rejections
After installing the hotfix, re-lodge any returns with the rejected status
Schedule
Error code
Fix
Dividends worksheet (div)
Interest worksheet (int)
Distributions from managed fund (dim)
CMN.ATO.GEN.XML03 - Field contains invalid text. The valid values are 0-9a-zA-Z ., ( ) - * & # / and a space character.
Validation test implemented. You'll see this error on F3 validation if you entered characters other than what's allowed in the field.
Australian super income schedule (asi)
CMN.ATO.INCDTLS.000013
CMN.ATO.INCDTLS.000015
CMN.ATO.INCDTLS.000318
CMN.ATO.IITR.730056
CMN.ATO.IITR.730057
CMN.ATO.IITR.730059
Validation test implemented.
Business income worksheet
CMN.ATO.IITR.310042
CMN.ATO.IITR.310045
CMN.ATO.IITR.730372
CMN.ATO.IITR.730373
CMN.ATO.IITR.311054
Validation test implemented.
Distributions from Managed fund(dim) with foreign income
CMN.ATO.IITR.730095
CMN.ATO.IITR.730097
CMN.ATO.IITR.310076
CMN.ATO.IITR.730088
CMN.ATO.IITR.730097
Validation tests implemented.
Dividends worksheet (div)
CMN.ATO.IITR.730199 The Dividends - Franked amount must equal the sum of all Dividends franked amounts reported for the individual in the attached Income Details schedule
CMN.ATO.IITR.730251 The Dividends - Franking credit amount must equal the sum of all Dividends franking credits reported for the individual in the attached Income Details schedule
Validation tests implemented.
Early stage offset (eso)
CMN.ATO.INCDTLS.000370
Validation test implemented
Employee share scheme (emp)
CMN.ATO.INCDTLS.000266 Payer's Australian business number is invalid.
Validation test implemented
Foreign entities worksheet (fen)
CMN.ATO.INCDTLS.000354
CMN.ATO.INCDTLS.000353
Validation tests implemented
Interest income (int)
CMN.ATO.IITR.730197 - Unfranked amount is incorrect. This was a rounding issue where there were 99 cents.
CMN.ATO.IITR.730084 Gross interest amount is incorrect. This error occurs for a part-year resident with interest income and Country of residence when the interest was paid or credited is not completed for Australia
CMN.ATO.IITR.730378 Country of residence when the interest was paid or credited must be provided. This error occurs for a part-year resident with interest income and Country of residence when the interest was paid or credited is not completed for Australia.
Where there were 99 cents, it is now rounding down correctly.
Validation test implemented if there are invalid characters in the property name field.
Losses schedule
CMN.ATO.IITR.730435 Primary production and/or Non-primary production deferred losses amount incorrect
Validation test implemented
Multi rental property schedule
CMN.ATO.GEN.XBRL03 A field contains invalid data - AddressDetails.SiteName.Text This error occurs if there are invalid characters in the property name
CMN.ATO.RNTL.PRPTY.000109
Validation test implemented if there are invalid characters in the property name field.
Superlump payment schedule
CMN.ATO.IITR.600104 This error happens when the superlump payment is pre-filled from the ATO and the zero value is missing at the untaxed element.
Validation test implemented
Trust tax return
CMN.ATO.TRT.432863 If the type of trust is '232' (testamentary trust), then the assessment calculation code for each Statement of Distribution must be 25, 26, 27, 28, 29, 30, 34, 35, 125, 126, 127, 128, 129, 134, 138, 139 or 140 and the assessment calculation code in the distribution statement where no beneficiary is entitled, if present, must be 36 or 37.
Validation test implemented
Trust returns
Error
Description
Cannot be greater than 365 when you enter 366 at item 54 - Full Medicare levy exemption field.
This is now fixed and you can enter 366 in the field.
SMSF return
Error code
Description
V35 - Invalid code provided, hours taken must be larger than zero
This error was incorrectly generating even if there was no Interposed entity election or revocation schedule present. This is now fixed.
Printing fixes
Return/schedule
Issue
What's fixed
Individual return
If the data is pre-filled from the ATO, the word Prefill shows in the name field. This happens even if Exclude Prefill labels is selected in Print job attributes.
You'll no longer see 'Pre-fill' in the name field if the data is pre-filled from the ATO.
This will affect the following worksheets with pre-fill data:
Salary and wages worksheet (egc)
Foreign Employment Income (fei) worksheet
Dividend worksheet
Trust return
If you've answered N at Is the trust a managed investment trust?, the X doesn't show when printing the ATO PDF copy.
The X will print correctly when you answer N at Is the trust a managed investment trust? question.
International dealings schedule
If you've completed questions 21B, 21C, and 21D in an International dealings schedule, the amounts don't show when printing the ATO PDF copy.
The amounts at Question 21B, 21C, and 21D in an International dealings schedule will print correctly.
If you've completed question 12 in an International dealings schedule, the amounts don't show when printing the ATO PDF copy.
The amounts at Question 12 in an International dealings schedule will print correctly.
Previous hotfix release notes
Hotfix 52701915 (2020.0a)
Resolved by MYOB (agency)
If the status of the tax returns with this error is still Rejected, relodge the return after the date the issue has been fixed.
Error
Fixed on
CMN.ATO.IITR.730363
CMN.ATO.IITR.730362
Happens on 2020 individual tax returns with business income.
29 July 2020
29 July 2020
CMN.ATO.GEN.XML03
"DividendsCollection.MiscellaneousInvestorReferenceNumberId Hint: The Pattern constraint failed ****************115 "
Happens on the dividends worksheet (div) is pre-filled from the ATO. The ATO is not accepting a value with the masking * character that they provided in pre-fill.
27 July 2020
Http status code: 400-BadRequest. Message: Payload issue. Contact Support
Happens on 2020 Client Update (CU) form.
20 July 2020
CMN.ATO.GEN.XBRL01
Happens on 2020 company tax returns with R&D schedule.
20 July 2020
CMN.ATO.GEN.XBRL01
Happens on 2020 individual tax returns.
06 July 2020
CMN.ATO.GEN.XML03
Summary
What's changed
CMN.ATO.GEN.XML03
"DividendsCollection.MiscellaneousInvestor
ReferenceNumberId Hint: The Pattern constraint failed ****************115 "
Worksheetname: Dividends (div)
if the dividends worksheet (div) is pre-filled from the ATO.
The ATO is not accepting a value with the masking * character that they provided in pre-fill.
MYOB (agency) fixed the issue on 27 July 2020. Relodge any return with the rejected status.
Hint: The Pattern constraint failed eg - BENDIGO BANK A/C 1234 "
Example 2:
"InterestCollection.FinancialInstitutionAccount
FinancialInstitutionNameT Hint: The Pattern constraint failed eg - JOAN + JOHN SMITH.
Worksheet name: Interest (int)
Field name: Financial institution name.
If there's a special character such as / or + in the Financial institution field.
Example 2 can happen from the ATO pre-fill.
You'll see an F3 validation error if you enter characters other than letters, numbers, space and . & ( ) ' - , * #
Field contains invalid text (Description): Dit: The
Worksheet name: Foreign income (for) created from Distribution from Trusts (dit) or Distributions from Managed fund worksheet.
Field name: Description in the foreign income worksheet.
If there's a colon : in the description field.
You'll see an F3 validation for the tax returns created after installing the hotfix.
To fix the errors after installing the hotfix
If you have tax returns created before installing the hotfix:
Go to the worksheet where you've entered the foreign income. For example, the distribution from Trusts or Distributions from Managed fund (dim).
Press F6 to refresh the worksheet.
Validate and lodge the return.
A field contains invalid data (such as letters in numeric or date field).
This error occurs you have special characters in any of these fields:
Dividends reference number
Government payments
Salary and wages
Payer's name/
ESS payer's name
Dividends company or trust
Managed fund name
Foreign income employer name
Foreign entity non-resident trust name
Foreign entity trustee or trustees name
Foreign pension or annuity description
Other foreign income description
Other income description
Partnership Name
Business income statement payer's name
You'll see an F3 validation error if you enter characters other than letters, numbers, space and . & ( ) ' - , * #
To fix the errors after installing the hotfix
If you have a + or / in the financial institution field, you'll see an F3 validation error. Enter the valid characters allowed in the fields, complete the details and relodge the return.
Income details schedule (INCDLTS)
These errors are now implemented in the software so you can fix them before lodging and prevent ATO rejections.
INCDTLS worksheet
Validations
What's changed
Australian Annuity Payment Summary (aap)
CMN.ATO.INCDTLS.000313
CMN.ATO.INCDTLS.000314
Validation tests implemented.
Business income statement and payment summaries (bip)
CMN.ATO.INCDTLS.000373
CMN.ATO.INCDTLS.000374
CMN.ATO.INCDTLS.000375
CMN.ATO.INCDTLS.000377
Validation tests implemented.
Consolidated trust distribution (ctd)
CMN.ATO.INCDTLS.000380
Validation tests implemented.
Distributions from partnerships (dip)
CMN.ATO.IITR.730461
CMN.ATO.IITR.730463
CMN.ATO.IITR.730475
After installing the hotfix, you'll now see an F3 validation error in the software.
Distributions from Managed Fund (dim)
CMN.ATO.INCDTLS.000163
CMN.ATO.INCDTLS.000165
CMN.ATO.INCDTLS.000248
CMN.ATO.INCDTLS.000250
CMN.ATO.INCDTLS.000251
CMN.ATO.INCDTLS.000255
CMN.ATO.INCDTLS.000256
Validation tests implemented.
Distributions from Trusts (dit)
CMN.ATO.INCDTLS.000381 Non-primary production net income from trusts amount details are incomplete. This error occurs if the Share of label U Income related to the financial invest field is blank. You must have value 0 or greater.
After installing the hotfix, relodge the return.
CMN.ATO.INCDTLS.000384 Franked distributions from trust amount details are incomplete. This error occurs if the Franked distribs relating to invest. field is blank.
After installing the hotfix, relodge the return.
V2626 Other refundable tax offsets code is present and the amount of other refundable tax offsets is not completed or is equal to zero. This error occurs when there's a zero value at item T10 but no code present.
After installing the hotfix, you'll now see an F3 validation error in the software.
Refresh the worksheet at T10.
CMN.ATO.IITR.000387
CMN.ATO.IITR.730407
CMN.ATO.IITR.730413
CMN.ATO.IITR.730414
CMN.ATO.IITR.730415
CMN.ATO.IITR.730485
CMN.ATO.IITR.730486
CMN.ATO.IITR.730380
CMN.ATO.IITR.730381
CMN.ATO.IITR.730424
CMN.ATO.IITR.730425
Validation tests implemented.
Employee share scheme (ess)
CMN.ATO.INCDTLS.000367
CMN.ATO.INCDTLS.000368
CMN.ATO.INCDTLS.000369
Validation tests implemented.
Foreign pensions/annuity worksheet (fpa)
CMN.ATO.INCDTLS.000277
CMN.ATO.INCDTLS.000361
CMN.ATO.INCDTLS.000364
CMN.ATO.INCDTLS.000365
CMN.ATO.IITR.730088
CMN.ATO.IITR.730354
CMN.ATO.IITR.730355
CMN.ATO.IITR.730356
Validation tests implemented.
Foreign income worksheet (for)
CMN.ATO.IITR.730359
Validation tests implemented.
Interest income (int)
CMN.ATO.IITR.730377 When the individual is an Australian resident for the full year, the Country of residence when the interest was paid or credited in the attached Income Details schedule must not be provided.
After installing the hotfix, you'll now see an F3 validation error in the software.
Multi rental property (RNTLPRPTY)
CMN.ATO.IITR.730215
Validation tests implemented.
Other income worksheet (oix)
CMN.ATO.IITR.730255
CMN.ATO.IITR.730257
CMN.ATO.IITR.730295
Validation tests implemented.
Salary and wages (egc)
CMN.ATO.INCDTLS.000005
CMN.ATO.INCDTLS.000011
Validation tests implemented.
Dividends worksheet pre-fill
Summary
What's changed
When pre-filling from the ATO to the Dividends worksheet, the company or Trust name field is pre-filling Account name instead of Organisation name from the pre-fill report.
When you do a ATO prefill after installing the hotfix, the account name will pre-fill correctly.
To fix the errors after installing the hotfix
For returns created prior to installing the hotfix, redo the ATO pre-fill and relodge the tax return.
Deductions schedule
Error code and summary
What's changed
DDCTNS.000215 - Other work related expenses amount must be provided. If the mve description worksheet is incorrectly integrating to D5.
For any returns created after installing the hotfix, the mve descritpion will not incorrectly show at D5.
To fix the errors after installing the hotfix
For returns created prior to installing hotfix, refresh the D5 worksheet to remove the incorrect mve description.
Partnerships and trusts
Error
What's changed
CMN.ATO.RS.000143 Field incorrect format. Exceeds maximum digits and/or contains illegal characters.
This error occurs when Number of weeks property was available for rentthis year field is incorrectly populating a value of 100. This value cannot be more than 52.
For any returns created after installing the hotfix, you'll see the F3 validation if the number of weeks is greater than 52.
If you have multiple rental schedules, check the number of weeks in every schedule.
To fix the errors after installing the hotfix
For returns created prior to installing the hotfix, make sure the value at the Number of weeks property was available for rent is not more than 52. Check this value in each schedule if you have mulitple rental schedule.
Estimate issues
Issue
Summary
Small Business pool depreciation rate was incorrect.
We've fixed the depreciation rate to be 15% rather than 50%.
After installing the hotfix, generate the estimate again.
Study and loan repayment.
In the Adj/Credits tab, if you've completed any of the labels under Study and loan repayment, you may experience the following issues:
the tax estimate is incorrect
the order of the debts repayment hasn't been applied.
After installing the hotfix, generate the estimate again.
Motor vehicle DCL limit.
In the depreciation worksheet, Depreciation Calculation Limit (DCL) incorrect when selecting Motor vehicle. DCL value shows 59136 instead of 57581.
Lumpsum in arrears not reducing the Medicare levy surcharge.
When there's a Lump sum in arrears amount at salary and wages, foreign income, foreign pensions or foreign employment income worksheet, it was reducing income for Medicare levy surcharge (MLS) by any tax element of the lump sum.
After installing the hotfix, generate the estimate again.
Other fixes
Foreign currency exchange rates updated for 2020 financial year.
Non-individual tax returns: Dividend worksheet printing the correct company name.
Hotfix 52700068
Fixes
Issues fixed in the first Tax 2020.0 hotfix (hotfix 52700068) are also included in this hotfix:
In the Company tax return, unfranked dividends in Gross dividends schedule are showing as expense in the Other deductions worksheet.
In the SMSF:
Deductible expense (L1) in Gross dividends schedule isn't showing at Item 12 Other amounts Label L1. Instead, it shows the amount from Unfranked dividends.
The Property count field from Class Super couldn't be imported to the corresponding field in the tax return.
In the Distribution from managed fund (dim) worksheet (Individual tax return):
When deleting the worksheet, at item 20, the Foreign tax offset received from managed fund label is also cleared.
There was no validation test for the mandatory Number of account holders field. We've now implemented a validation test.
There was a rounding issue in the CFC income and Australian franking credits from an NZ franking company fields.
Install guide
Read through this installation guide before you begin installing this update. It will help you plan the tasks required.
Prerequisites
You must have MYOB AE/AO version 5.4.35.161 installed. To check your current version, click Help on the main menu and select About.
Ensure you have administrator access to the server where MYOB AE/AO is installed.
Ensure all users are logged out of all MYOB programs.
Installing the hotfix
If you use series 8
You may see the error "This install is not required on your environment" when installing the hotfix.
This error occurs if you haven't run a workstation install after installing the Tax 2020.0 release (not this hotfix).
Continue with the hotfix installation steps below.
If you don't use Series 8, you don't need to do a workstation install in addition to the following installation steps.
Go to my.MYOBanddownload the MYOB Tax Hotfix 55312424 - Installer file to your server location where you installed MYOB AE/AO.
Double-click the executable to start the installation.
In the Welcome to the InstallShield Wizard window, click Next.
Select I accept the terms in the licence agreement.
Click Next to install the utility.
On the InstallShield Wizard Completed window, click Finish.
To confirm a successful installation
Open a 2020 tax return.
Select Help and choose About.
Check that the version number is 2020.0b.
Post-installation steps
After you've installed this release, follow the steps below for individual tax returns with dividend worksheet.
Does the 2019 return have a dividend worksheet entered manually and was rolled over into 2020 prior to installing the current hotfix (5531242) and previous hotfix releases (hotfix 52701915 and hotfix 52700068) ?
Yes: You'll need to open the 2020 tax return (which has a status other than Lodged), revalidate, re-complete the return and then lodge the return. During validation, you may see 2 validation errors:
INCDTLS.000515 Where a Dividend instance is present, at least 1 Dividend total amounts must be provided
Number of account holders must be 1 to 9999. These two validation errors will show for each blank dividend record. For example, if there were 3 manually entered dividend records in 2019 and was rolled over into 2020, you'll see 3 sets of these errors.
To fix these errors, delete any blank dividend record with a company or Trust name and Australian in the country of residence for tax purposes field. Use the red cross () to delete any records.
No: If the dividends worksheet was prefilled in 2019, and the return was rolled over after you've installed hotfix 52700068 then no action is required. Just re-lodge the return.
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