Common PLS rejections in Tax

Code: CMN.ATO.AUTH.006

Message: The software provider has not been nominated to secure your online (cloud) transmissions.

Details: You'll see this error if the Agent ABN or the Practice ABN in Tax and the ABN registered in the ATO access Manager for the Software ID aren't the same. This can happen if you have multiple agents or you used the company or business ABN in Tax.

• Make sure that both the ATO Access Manager and MYOB Tax have matching ABNs

• Complete the Lodgment manager setup process again using the Authorise Agents option on the Lodgment Manager homepage.
  Once the ABN has been confirmed in ATO Access Manager and MYOB Tax, you can continue lodging.

Code: CMN.ATO.AUTH.007

Message: You do not have the correct permissions to submit this request or retrieve this file. Contact your AUSkey administrator to authorise your AUSkey for the relevant registered agent number.

Details: Review your permissions in Access Manager or contact your AUSKEY administrator. Check that the client identifiers on your client record in your software are correct:

• Is the ABN correct for the TFN?

• Is the TFN correct for the client name?

• Is the ABN correct for the client name?

1. In ATO Access managerunder Access/Permissions, check if the agent number is added, it has full permissions and can Prepare and Lodge returns of that type.

2. Check if your client's ABN is active on abr.business.gov.au. If it's no longer active, remove the ABN in the tax return—Return Properties > General tab.

3. Check on the ATO Tax Agent Portal that the:

   • client is listed under the tax obligations subsection. If it's missing, add it.

   • ABN, TFN and Client Activity Center (ABN Branch Number) are the same as those entered in MYOB Tax. Enter the ABN Branch Number—Return Properties > General tab > Division number.

4. Check that the tax return is assigned to the correct agent—Return Properties > Staff tab.

If it's still an issue, delete and re-add the client on the ATO tax agent portal.

Code: CMN.ATO.AUTH.008

Message: Your nomination with the online (cloud) software provider does not contain the correct Software ID.

Details: Your nomination with the software provider might not have the correct Software ID in Access Manager. To resolve, log on to Access Manager (AUSkey required), select ?my nominated software provider? and update the nomination, or call the ATO.

Provide the following details:

• Software provider name and/or their ABN

• Software ID

You are not authorised to lodge on behalf of this client.

Code: CMN.ATO.AUTH.011

Message: The client you transmitted is not associated with the agent number you supplied and cannot be authorised.

Details: A link between your client and your agent number does not exist for the selected task. You'll get this error if the details in the tax return don't match the ATO records.

Check that you've added this client to your registered agent number. You might also check that you've entered the right client identifier, also that you're using the right registered agent number, then try again.

For example the: 

• taxpayer's ABN in the tax return—Return Properties > General tab does not match the one in the ABN register abr.business.gov.au for the same taxpayer

• name on the CU form doesn't match the details on the ATO Portal or in abr.business.gov.au.

Edit the details in the tax return to match the details in the ATO records. Remember that text is case sensitive. If you're still getting the error, contact the ATO

Code: CMN.ATO.GEN.EM0001

Details: An unexpected error has occurred, try again. If the problem persists, contact the ATO.

This means that the ATO has identified an error, but is not able to provide the correct rejection message. You'll see the specific error message when you re-lodge the tax return.

If you don't receive a specific error message, contact the ATO Intermediaries and lodgments service on 13 72 86. For more information see Tax agent phone services (Fast Key Code) guide.

Code: CMN.ATO.GEN.EM0001

Details: Lodgment failed. Contact the ATO. Error code 90180

If you are still getting this error, contact the ATO.

Code: CMN.ATO.GEN.EM0004

Details: Error detected. Errors have been detected and form has not been processed. Review errors and update where required.

This error indicates an issue with the form lodged. A second message explaining the reason usually follows

Code: CMN.ATO.GEN.EM0008 CMN.ATO.GEN.EM0014

Details: Authorisation to access taxpayer details failed. Confirm client to agent relationship and resubmit.

You'll see this error if some of your client's details in the CU form don't match the ATO records. It could be your client's name, date of birth or TFN. These fields must match exactly to the ATO records.

For example, if there was an extra space in the client's name in the ATO records but not in your CU form, the return will be rejected.

For trust returns, find the name on abr.business.gov.au and enter the name in the return exactly as you find it on the abr website.

Code: CMN.ATO.GEN.200001

Message: An unexpected error has occurred. Contact the ATO

Details: You'll see this error if the Practice ABN and/or the Tax Agent ABN do not match with the registered name.

1. Check if the practice ABN is registered and active on abr.business.gov.au.

2. Check the TAN is present and valid on tbp.gov.au.

3. If the TAN is registered, check the name used for the TAN matches the name listed against the practice ABN on abr.business.gov.au.

4. If all of the above is correct, check that the ABN entered in the return is also correct.

If this is still an issue contact the ATO.

Code: CMN.ATO.GEN.410063

Message: Given name must contain at least one alphabetical character.

Remove any hyphens in the Given name and relodge.

Code: CMN.ATO.GEN.410218

Message: First given name must be entered if Other given names is entered.

You'll see this error in the Interest and dividends paid (BT) schedule when the person's first given name is blank but you've entered a value in Other given names.

Enter a name in the First given name field as this field is mandatory and relodge.

Code: CMN.ATO.GEN.500125

Message: Branch code must not be provided for Role Type IT

Enter the ABN Branch code in the CUREL and CUADDR forms and relodge.

Code: CMN.ATO.AS.EM023

Message: You must select a reason for the variation at T4.

Select a reason from the drop list at T4 and relodge.

Code: CMN.ATO.ODRPT.EM1001 

Message: Only one 'Whole of Agency' report can be requested per day

You can only request the ASLR once a day. If you reschedule it, you'll get this error.

Code: CMN.ATO.AS.EM024

Message: Access to the activity statement is not available. Contact the ATO.

Details: This could be due to:

• you not being authorised to have access

• the record is restricted

• the ABN you've provided is not recognised by the Tax Office

• the TFN you've provided is not acceptable, or

• your proof of identity is not accepted.

To check that these details are correct, contact the ATO on 1300 139 373. You'll need to supply the following information:

• name

• address

• TFN or ABN

• account or client account number (if applicable)

• the activity statement period.

This error occurs with a revised activity statement when the original AS was lodged via ELS and now the PLS form type is wrong in the amended activity statement.

In this instance, contact the ATO to get the correct PLS form type.

Make sure you've entered the correct ABN or Branch code if relevant, or TFN when generating a Single Request in the Activity Statement Obligations homepage. You might also check your permissions to lodge activity statements in the ATO Access Manager

Code: CMN.ATO.AS.EM059

Message: Complete PAYG-W prior to submitting the activity statement.

Details: Our records show that you have not entered data for PAYG-W which you are required to report on. You will be expected to complete the obligation prior to submitting the activity statement. If you believe you are not registered for this obligation, contact the Tax Office on 1300 139 373.

Enter a zero at labels W1 to W5 and relodge.

Code: CMN.ATO.AS.EM060

Message: <Field> was reported as <amount> and will be corrected to <amount>

You'll see this error if the amounts in the activity statement do not match the ATO data.

Edit the activity statement to match the amount shown on the rejection message and re-lodge.

Amounts are not automatically corrected.

Code: CMN.ATO.AS.EM063

Message: The activity statement you are trying to lodge has been either lodged, cancelled or discontinued.

Details: Access to the activity statement is not available. Contact ATO.

You could check with the client to see if it has been lodged, cancelled or discontinued. If it's been lodged, then update its status to lodged.

1. Follow the menu path Lodgment > Update > I P T C F Forms.

2. Make sure the Single Return option is selected.

3. Click OK. The Lodgment Update window displays showing the current status of the return.

4. At the Status field, click the drop-down arrow and select Lodged. 

Code: CMN.ATO.INCLDTS.000014

Details: When a positive Superannuation income stream tax withheld amount is present and the answer to the question "Are you under 60 years of age and a death benefits dependant, where the deceased died at 60 years or over?" is 'no' (false), a positive amount for Superannuation income stream taxable component taxed element, Superannuation income stream taxable component untaxed element, Superannuation income stream tax free component, Superannuation income stream lump sum in arrears taxable component taxed element, Superannuation income stream lump sum in arrears taxable component untaxed element or Superannuation income stream lump sum in arrears tax free component must also be provided

To fix the issue, call support and quote the rejection error number.

Code: CMN.ATO.INCDTLS.000365 

Details: Other foreign income instance is incomplete

The error happens in the Distributions from Trust worksheet where there's a zero in the foreign income section but the foreign income schedule has not been completed.

If there's no foreign income applicable for the tax return:

1. Delete the code from the distributions from Trusts worksheet and

2. Delete the 'for' schedule from preparation > delete schedules.

Code: CMN.ATO.INCLDTS.000375

Details: Business income statement industry production type must not be provided.

The error happens when there's industry production type in the business income statements and payment summaries (bip) worksheet.

To fix the issue, remove the code from industry production type and relodge.

Code: CMN.ATO.IITR.730083 -

Mesage: Gross interest amount must be provided.

Details: This error occurs in the interest income worksheet where there are 2 or more ATO pre-fill data and an incorrect total is integrating into Item 10 in the tax return.

This is a refreshing issue.

1. Go to the interest worksheet.

2. Click the blank TFN withholding field (the non-ATO pre-fill field) and press tab.

3. Press F6 to close out of the worksheet.

CMN.ATO.IITR.730089 -

Message: Assessable foreign source income must be provided.

Details: This error occurs when there's foreign income worksheet in the Distributions from Managed fund worksheet.

This is a refreshing issue.

1. Open the Distributions from managed fund worksheet.

2. Tab through the fields.

   1. Press F6 to close out of the worksheet.

Code: CMN.ATO.IITR.730377
Message: Country of residence for tax purposes when interest was paid or credited must be provided.

This error occurs for a part-year resident.

If the interest income worksheet was pre-filled by ATO prefill and Country of residence for tax purposes when interest was paid or credited field is blank.

We're aware of this issue and working on a solution. In the meantime as a workaround, complete the Country of residence for tax purposes when interest was paid or credited field in the interest worksheet.

Code: CMN.ATO.IITR.730378

Message: Country of residence for tax purposes when interest was paid or credited must be provided.

This error occurs for a part-year resident.

In the interest income worksheet, where there are amounts at

• Interest on overpayment

• Early payment interest credit

• Delayed refund amount

We're aware of this issue and working on a solution.

In the meantime as a workaround,

1. Create separate records for each amount in the labels.

2. Enter the country of residence: Australia.

CMN.ATO.IITR.730379-

Message: TFN amounts withheld from gross interest must be provided.

This error occurs in the interest income worksheet where there are 2 or more ATO pre-fill data and an incorrect total is integrating into Item 10 in the tax return.

This is a refreshing issue.

1. Go to the interest worksheet.

2. Click the TFN withholding field and press tab.

   1. Press F6 to close out of the worksheet.

Code: CMN.ATO.IITR.EM0015  

Message: Date of birth does not match ATO records 

Details: To update your ATO records for the name, gender or date of birth, search for Updating your details with us on ato.gov.au.

This message indicates that the client's date of birth does not match the ATO records.

Check and confirm the client's date of birth and change it in your database. This will ensure the correct date is used in the return.

Code: CMN.ATO.IITR.EM0043 

Message: A tax return for this period has already been lodged

 If you receive this message, check the ATO Tax Agent Portal to see if the return is lodged. If it shows as Lodged, update the status to Lodged.

1. Follow the menu path Lodgment > Update > I P T C F Forms.

2. Make sure the Single Return option is selected.

3. Click OK. The Lodgment Update window displays showing the current status of the return.

4. At the Status field, click the drop-down arrow and select Lodged. 

Code: CMN.ATO.IITR.EM0065  

Message: Part year tax-free threshold date must be within Income Tax year

Details: Where Part year tax-free threshold date has been entered, the date must be between the period start and period end dates of the Individual tax return (IITR) lodged.

Check what you've entered at label A2 and relodge.

Code: CMN.ATO.IITR.EM60022  

Message: Number of months eligible for the tax-free threshold must be within the income year.

Check the dates and relodge.

Code: CMN.ATO.IITR.200026

Message: Australian superannuation income stream amount is invalid.

Details: Australian superannuation income stream tax offset amount at item T2 is greater than zero, and the Australian annuities and superannuation income streams income amount at Item 7 Labels J, N, Y or Z are either missing or equal to zero.

Check and correct both items and relodge.

Code: CMN.ATO.IEE.410051

Message: Election Commencement Time must not be present if Income Year Specified in the election is not equal to Income Year of lodgment.

You'll need to contact the ATO to fix this.

Code: CMN.ATO.SMSFAR.436691 

Message: Taxable income/loss calculation incorrect. If the answer to the question Did the fund have any other income that was assessable? is False, the taxable income or loss must equal zero income minus all deductions.

Taxable income or loss is not equal to the Total deductions amount when there is an amount greater than zero at Total assessable income.

CMN.ATO.SMSFAR.437130

Limited recourse borrowing arrangements amount greater than zero must be supplied

If there is an amount greater than zero reported at Borrowings for limited recourse borrowing arrangement, an amount greater than zero must be reported at Limited recourse borrowing arrangements.

CMN.ATO.SMSFAR.437131

An amount greater than zero is required at Limited recourse borrowing arrangements

A response is required to the question If the fund had an LRBA, were the LRBA borrowings from a licensed financial institution?, if there is a value greater than zero reported at Limited recourse borrowing arrangements.

CMN.ATO.SMSFAR.437132

Response required at Limited recourse borrowing arrangements (LRBA) question

A response is required to the question Did members or related parties of the fund use personal guarantees or other security for the LRBA?, if there is a value greater than zero reported at Limited recourse borrowing arrangements.

CMN.ATO.SMSFAR.437133

An amount greater than zero is required at Limited recourse borrowing arrangements

An amount greater than zero is required at Limited recourse borrowing arrangements, if there is a response at questions, If the fund had an LRBA, were the LRBA borrowings from a licensed financial institution? or Did members or related parties of the fund use personal guarantees or other security for the LRBA?