Tax 2025: Known issues

Unable to select 2026 date range in Lodgment Manager homepage

The Lodgment Manager date range only goes up to 31 December 2025, and you can’t select 2026 dates in 2026. So any returns lodged in in 2026 don’t appear in Lodgment Manager.

We’re aware of this issue and working on a fix.

If you have updated to 2025.1 SP1, individual tax returns may be rejected with validation error CMN.ATO.IITR.730412

We’re working on this issue.

In the meantime, See CMN.ATO.IITR.730412 rejection after updating to AE/AO 5.4.56/2025.1 SP1 for a workaround.

Capital gains discount not correctly applied for non-resident 2025 individual returns when using a share %.

In the 2025.1 update, non-resident 2025 individual tax returns show an incorrect amount at Item 18 when capital gains are shared using a percentage. The Capital Gains schedule discount is not flowing through correctly to the main return and BW schedule when a share percentage is used.

2025 Partnership return with International Dealings Schedule (IDS)

A 2025 partnership return with the IDS schedule showing a Transmitted status when fields not completed

A 2025 partnership return with the IDS schedule will show a Transmitted status if you have not completed any of these fields:

• Item 5 label I Total interest expenses

• Item 18 - Other deductions not claimable at any other item

• Item 29 Label D - Interest expenses overseas

The ATO are aware of the issue and is expected to fix it on 5 Aug 2025.

A 2025 partnership return with the IDS schedule will be rejected with

CMN.ATO.PTR.434000

The Details on the rejection report of CMN.ATO.PTR.434000 is incorrect.

The ATO are investigating this issue.

In the meantime, follow the steps below to fix the rejection.

The correct details are

CMN.ATO.PTR.434000
Number of controlled foreign companies or trusts required.

Details
Attributed foreign income - Listed country or Attributed foreign income - Unlisted country has been completed and the number of controlled foreign companies or trusts on the IDS, has not been shown. Show zero at Number of CFCs and CFTs - Listed countries, Number of CFCs and CFTs - Specified countries, Number of CFC and CFTs - Other unlisted countries on the IDS if at the end of your income year you no longer held an interest in CFCs or CFTs.

To correct this error, if you have completed Item 22 - Attributed foreign income, make sure you’ve completed the International Dealings Schedule (IDS).

If you have attached an IDS, then make sure you’ve completed Section C Item 21B.

Incorrect refundable amount due to incorrect Medicare Levy calculation

The Medicare Levy amount isn’t calculating correctly because the Taxed element amount isn’t being added to the family income as its being considered as exempt income. This creates an incorrect refundable amount in estimate.

Estimate shows an incorrect tax rate applied to interest income for non-resident individual returns.

This issue only affects the AE/AO Tax 2025.0a release, not the 2025.0 release.

Fixed

This issue is fixed in 2025.1 release.

Estimate is not calculating the compulsory study and training support loan repayment

In a 2025 individual tax return, the Compulsory Australian Apprenticeship support loan debt repayment is not calculated.

Incorrect year showing for the 2025 FBT form

The 2025 FBT form is displaying 2024 on the first three pages. The date range is correct.

General small business pool amounts are incorrectly integrating amounts to Item P8

This issue only affects the AE/AO Tax 2025.0a release, not the 2025.0 release.

The total decline in value amount from General small business pool incorrectly integrates Adjustable value (OWDV) amount, instead of to item P8.

Workaround

Remove integration and enter the values manually.

Error when printing Tax office copy for 2025 Individual return

When trying to print Tax office copy for 2025 Individual return, if there are 6 or more PAYG summaries in the return, you get the following error message:

“Invalid path: C:\myobao\aosql\tax\forms25\2024_i_paygsummary.pdf”

2025: Low Value Pool deprecation details missing fields in the schedule

When printing the Depreciation worksheet, the low-value pool is missing the following details:

• Add Opening Pool Balance

• Total

• 37.5%

  • Total written incl items added this year.

2025: Lump sum payment in arrears appears incorrectly

In the estimate, the Lump sum payment in arrears field appears incorrectly when there is not lump sum payment amount entered at Item 1 or Item 24.

This issue occurs in Individual and Trust tax returns