AE/AO Tax 2020.0c 56036984 hotfix (Australia)
Release date—22 October 2020
This hotfix includes the resolved issues in the previous 3 hotfixes (hotfix 52700068 and hotfix 52701915, hotfix 55312424). You don't need to install the previous hotfixes before installing this hotfix.
Error code | Fix |
---|---|
CMN.ATO.GEN.XML03 - Field contains invalid data. | Fixed by the ATO. The ATO was rejecting tax returns if the interest income schedule had bank account numbers with a dot (.). For example, 1234567890.1, (Heritage bank). This data was pre-filled from the ATO. |
Resolved issues
- When an individual tax return received a distribution from a trust (with no foreign income), a blank foreign income worksheet was created.
- In the depreciation worksheet, if there was an Assessable amount in the Disposal tab, and the Allocation of profit/loss section was set to Other Income, then item 24 Label Y displayed a negative assessable amount. A Negative value not allowed error appeared when you clicked Item 24 Label Y.
- When rolling over a tax return from 2019 to 2020, the amounts at D10 - cost of managing tax affairs were incorrectly rolled over. This happened when there were more than 2 records at D10 in the 2019 tax return.
- Item IT1 was populated with a random number like 999999999 when you accessed the Return properties > PAYG/Lodge tab. This was only a display issue and didn't affect the estimate.
- The capital gains worksheet with T - Trust Distributions (including Managed Funds) category was removed if you accessed Item 20 Label M. This issue occurred only for the capital gains worksheet with T - Trust Distributions (including Managed Funds) category.
- You couldn't delete the description at D3 - Work-related clothing, laundry and dry-cleaning expenses using the red cross near the Return Properties button or ctrl + delete.
- When an individual return received a distribution from multiple trust returns, the foreign income entries were doubled up.
- When sharing foreign rental property (ref) to another return, the amounts were not flowing to Item 20 R and to the shared tax return.
Issue | Description |
---|---|
PAYG income tax payable not appearing in the estimate. | If you've completed Study and training loan repayments fields in the Adj Credits section, the PAYG income tax payable amounts didn't appear in the estimate. |
Estimate footer had an incorrect tax year. | The estimate footer displayed the tax year 2017 or 2018 instead of 2019 or 2020. |
T5 invalid carer offset. | T5 invalid carer offset calculated at 2019 rates instead of 2020 rates. |
Tax-free threshold is incorrect for part-year resident who has stopped residency. | If you've completed Item A2 for a part-year residents who have stopped residency, the tax-free threshold amount is calculated incorrectly when generating an estimate. It shows more than what the taxpayer is entitled to. |
Part year residency dates incorrectly transmitted to ATO. | If you've completed Item A2, Part-year residency worksheet at Medicare Item M1 Label V, the dates entered were incorrectly transferred to Label A2. This also transmitted incorrect dates to the ATO at the time of lodgement. |
A2 calculation issue: NOA was different from the estimate. | In our recent interactions with the ATO, we’ve identified an issue for any lodged 2020 Individual returns where the taxpayer is a part-year resident. |
Schedule/Item | Error code | Fix |
---|---|---|
D1: Work-related car expenses | CMN.ATO.GEN.XBRL03 & CMN.ATO.GEN.XBRL04 - A mandatory field has not been completed.
This error occurred if the business % is zero.
| Validation test implemented. |
D4: Work-related self-education expenses (sed) | CMN.ATO.GEN.XBRL03 & CMN.ATO.GEN.XBRL04 - Invalid data provided. | Validation test implemented. |
| CMN.ATO.INCDTLS.000365 - Other foreign income instance is incomplete | Validation test implemented. |
| CMN.ATO.IITR.730089 - Assessable foreign source income must be provided | Validation test implemented. |
Interest schedule (int) | CMN.ATO.GEN.XML01 - Details: The element 'InterestCollection' in namespace.
This issue occurred if there were more than 20 records in the interest income schedule (int).
| We've fixed the issue where:
We're still working on a solution where:
|
Other income (oix) | CMN.ATO.IITR.730285 - Other income type - Category 1 - Amount is incorrect | Validation test implemented. |
Salary and wages (egc) | CMN.ATO.GEN.XML03 - Organisation name - The actual length is greater than the MaxLength value | The word Pre-fill has been removed to accommodate the allowed 76 characters for the company name. |
CMN.ATO.INCDTLS.000120 - At least one Salary or wages payment summary amount must be provided | Validation test implemented. | |
CMN.ATO.IITR.730159 - Salary or wages gross income amount must be provided | Validation test implemented. | |
SMSF tax return | CMN.ATO.INCDTLS.000319 - Superannuation income stream lump sum in arrears amount details are incomplete | Validation test implemented. |
- 2020 company tax return:
- When printing the tax office copy PDF, the non individual payg payment summary was printing blank.
- Base rate entity - eligibility test: The aggregate turnover threshold showed an incorrect amount. The correct amount, $50 million, is now shown.
- Consolidated trust distributions (ctd) schedule:
- There was a spelling error in the Franked dist. remaining amount field.
- The negative symbol didn't print on fields that flow from the distribution from trusts schedule.
- The consolidated Trust distributions printout was showing positive figures when it was meant to showing negative figures.
- 2020 trust, partnership tax return:
- The company name at Item 12 - Dividends didn't print when selecting Print schedule details within main return (I/P/T forms only) item 12.
- Individual tax return:
- When printing the client copy, the dates for the Australian residency start date at Label A2 - Part-year tax-free threshold were misaligned.
- 2020 Trust tax return:
- The distributions from trusts (dit) schedule didn't print the Capital gains, Capital gains/losses on disposal of units in a unit trust, and Foreign income fields.
- Error: DZZTC30 invalid file name when selecting Import from Accounts or Import from Farm Accounts to import data into 2020 tax return. This is now fixed.
Hotfix 55312424 (2020.0b)
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.
|
CMN. ATO.IITR.310004 | The rule is updated.
|
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
|
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 |
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 amount field 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.
To read about all the changes see, Rental Income and Expenses (Individual returns only)
- When printing the multi-property rental schedule, it will now print the decimal values in the Your share column.
- Rental schedule values populate in the individual tax return when shared from a non-individual tax return such as a trust return.
- Sharing between 3 owners (for example, 33.33%) will share the values correctly.
- A discrepancy caused by a rounding issue when the rental property is shared will now calculate correctly.
See Tax 2020: Multi rental property issues (Individual returns only) for more info.
Issue | Description |
---|---|
Study and loan repayment estimate issue | In Adj/Credits tab, if you've completed any of the labels under Study and loan repayment, the estimate is incorrect:
|
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. |
- 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.
After installing the hotfix, re-lodge any returns with the rejected status
Schedule | Error code | Fix |
---|---|---|
|
| 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) |
| Validation test implemented. |
Business income worksheet |
| Validation test implemented. |
Distributions from Managed fund(dim) with foreign income |
| Validation tests implemented. |
Dividends worksheet (div) |
| Validation tests implemented. |
Early stage offset (eso) |
| Validation test implemented |
Employee share scheme (emp) |
| Validation test implemented |
Foreign entities worksheet (fen) |
| Validation tests implemented |
Interest income (int) |
| 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 |
| Validation test implemented |
Multi rental property schedule |
| Validation test implemented if there are invalid characters in the property name field. |
Superlump payment schedule |
| 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 |
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. |
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. |
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:
|
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. |
Hotfix 52701915 (2020.0a)
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 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 |
Summary | What's changed |
---|---|
CMN.ATO.GEN.XML03 "DividendsCollection.MiscellaneousInvestor ReferenceNumberId Worksheet name: 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. |
DividendsCollection.Regulatory Hint: The MinInclusive constraint failed eg value = "0" Worksheet name: Dividends (div) Field name: Number of Account holders. If there's zero in the number of account holders field. Zero is not a valid value. | You'll see an F3 validation error if you have no value or zero at the number of Account holders field. The value must be 1 or greater.
|
InterestCollection.FinancialInstitutionAccount Hint: The Pattern constraint failed eg value = "****1365" Worksheet name: Interest (int) Field name: Financial institution name. If there is a masking field * in the name. | You'll see an F3 validation error if you enter characters other than letters, numbers, space and . & ( ) ' - , * # |
"InterestCollection.FinancialInstitutionAccount Hint: The Pattern constraint failed eg - BENDIGO BANK A/C 1234 " Example 2: "InterestCollection.FinancialInstitutionAccount FinancialInstitutionNameT 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 hotfixIf you have tax returns created before installing the hotfix:
|
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:
| 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
|
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) |
| Validation tests implemented. |
Business income statement and payment summaries (bip) |
| Validation tests implemented. |
Consolidated trust distribution (ctd) |
| Validation tests implemented. |
Distributions from partnerships (dip) |
| After installing the hotfix, you'll now see an F3 validation error in the software. |
Distributions from Managed Fund (dim) |
| Validation tests implemented. |
Distributions from Trusts (dit) |
| After installing the hotfix, relodge the return.
|
| After installing the hotfix, relodge the return.
| |
| After installing the hotfix, you'll now see an F3 validation error in the software. Refresh the worksheet at T10.
| |
| Validation tests implemented. | |
Employee share scheme (ess) |
| Validation tests implemented. |
Foreign pensions/annuity worksheet (fpa) |
| Validation tests implemented. |
Foreign income worksheet (for) |
| Validation tests implemented. |
Interest income (int) |
| After installing the hotfix, you'll now see an F3 validation error in the software. |
Multi rental property (RNTLPRPTY) |
| Validation tests implemented. |
Other income worksheet (oix) |
| Validation tests implemented. |
Salary and wages (egc) |
| Validation tests implemented. |
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. |
Error code and summary | What's changed |
---|---|
DDCTNS.000215 - Other work related expenses amount must be provided. | 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. |
Error | What's changed |
---|---|
CMN.ATO.RS.000143 This error occurs when Number of weeks property was available for rent this 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. |
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:
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. |
- Foreign currency exchange rates updated for 2020 financial year.
- Non-individual tax returns: Dividend worksheet printing the correct company name.
Hotfix 52700068
Issues fixed in the first Tax 2020.0 hotfix (hotfix 52700068) are also included in this hotfix:
The Tax 2020: Validation errors/rejections in Income details schedule (INCDTLS). Make sure you relodge and redo the pre-fill for the affected return after installing the hotfix.
To fix the error after installing the hotfix
Relodge and redo the pre-fill for the affected return after installing the hotfix.
The Tax 2020: Incorrect estimates in an individual return estimate issues. You don't need to do anything after the hotfix install. The estimate will be generated correctly.
- Tax 2020: D5 and D9 descriptions not rolling over.
To fix the error after installing the hotfix
Follow the KB Tax 2020: D5 and D9 descriptions not rolling over for steps. Tax 2020: Printing tax office copy of PAYG payment summary (for individuals).
- 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.
Read through this installation guide before you begin installing this update. It will help you plan the tasks required.
- 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.
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).
To fix the issue:
- Run a workstation install. See Running a Contacts or Client Compliance workstation setup
- 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.MYOB and download the MYOB Tax Hotfix 56036984 - 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.
Open a 2020 tax return.
Select Help and choose About.
- Check that the version number is 2020.0c.
Need help?
Our support hours:
Mon–Fri
9am to 5pm AEST.
Phone: 1300 555 666 option 2, 2, 2, 2.