V1900 - V1999

Edit Test

^GTQ # Null and ^BNC = Null

Explanation

Seniors and pensioners veteran code is present and Seniors and pensioners tax offset code is missing.

Form Type

EI

Edit Test

^ADG > 0 and ^BNC = Null

Explanation

When there is an amount at Australian government pensions and allowances present (Item 6 Label B), there must be a tax offset code for the Seniors and pensioners tax offsets.

Form Type

EI

Edit Test

(^IFO # Null and ^IHK = Null) or (^IHK # Null and ^IFO = Null)

Explanation

If there is a Functional currency translation rate then there must be a Currency code. Alternatively, if there is a Currency code then there must be a Functional currency translation rate.

Form Type

EC

Edit Test

^ANU = 'Y' and ^AHV <= 0

Explanation

Question 15 label A indicates that the fund has transferred assessable contributions to a life insurance company (LIC) or a pooled superannuation trust (PST) and there is no amount or zero at ‘Transfer of liability to a LIC or PST’ (item 10 label R6).

Form Type

EF

Edit Test

^AHV > 0 and

(^ANV = Null and ^ANU = 'N' and

 ^ANW = Null and ^IIU = Null)

Explanation

If an amount is disclosed in Question 10 Label R6 then Question 15 tick box must be Y, name and amount field and ABN must be completed.

Form Type

EF

Edit Test

^IIU = Null and (^ANV # Null or ^ANW # Null)

Explanation

If the name or amount fields are completed then the ABN must be completed

Form Type

EF

Edit Test

(^IFZ > 0 and ^BME = Null and ^BMF = Null) and

^IFZ > (^IFX * 0.50) + 1

Explanation

Credit for tax withheld - Foreign resident withholding (excluding capital gains) cannot be greater than 50% of Gross payments subject to foreign resident withholding (excluding capital gains) unless relevant distributions from partnerships or trusts are shown.

Form Type

EC

Edit Test

^IFZ > 0 and

^IFX = Null and

^BME = Null and

^BMF = Null

Explanation

Credit for tax withheld - foreign resident withholding (excluding capital gains) has an amount greater than zero and Gross payments subject to foreign resident withholding (excluding capital gains) and gross distributions from partnerships and gross distributions from trusts is missing.

Form Type

EC

Edit Test

^IIV > 0 and

(^BME = Null and ^IOP = Null and ^AGU = Null)

Explanation

Credit for tax withheld - foreign resident withholding (excluding capital gains) has an amount greater than zero and gross distributions from partnerships, trust distribution other amounts, and other income have no amounts entered.

Form Type

EF

Edit Test

^IIV > 0 and

(^AGU = Null and ^BME = Null and ^BMF = Null)

Explanation

Credit for tax withheld - foreign resident withholding (excluding capital gains) has an amount greater than zero and gross distributions from partnerships, gross distributions from trusts, and other income have no amounts entered.

Form Type

MS

Edit Test

^IFZ # Null and

^IGE = Null

Explanation

Credit for tax withheld - foreign resident withholding (excluding capital gains) present and Non-PP Gross payment subject to foreign resident withholding (excluding capital gains) absent.

Form Type

EP ET

Edit Test

^IFZ > 0 and

^IFZ > (^IGE *0.50) + 1

Explanation

Credit for tax withheld - foreign resident withholding (excluding capital gains) is greater than 50% of Non-PP Gross payments subject to foreign resident withholding (excluding capital gains).

Form Type

EP ET

Edit Test

^IGE > 0 and

^IFZ = Null

Explanation

Non-primary production gross payments subject to foreign resident withholding (excluding capital gains) (Item 5 Label B) is greater than zero and no amount is present at Credit for tax withheld - foreign resident withholding (excluding capital gains) amount (Item 6 Label U).

Form Type

EP ET

Edit Test

Sum.Tag{^IGF} # ^IFZ + ^IMW

Explanation

The total amount of credit for tax withheld - foreign resident withholding in the distribution statement (Label F) must equal Credit for tax withheld - foreign resident withholding (excluding capital gains) (Item 6 Label U) plus Share of credit for tax withheld - foreign resident withholding (excluding capital gains) (Item 8 Label U).

Form Type

EP

Edit Test

Any occurrence of

(^IGF > 0 and ^ATT = Null and ^ATP = Null and ^JIL = Null)

Explanation

Credit for tax withheld - foreign resident withholding in the distribution statement is greater than zero and no amount present at primary production income distribution, non-primary production income distribution or franked distributions.

Form Type

EP

Edit Test

Sum.Tag{^IGF} + ^IGG # ^IFZ + ^IMW

Explanation

The total amount at Share of credit for tax withheld - foreign resident withholding (excluding capital gains) (beneficiary and non-beneficiary) in the distribution statement must equal Credit for tax withheld - foreign resident withholding (excluding capital gains) (Item 6 Label U) plus Share of credit for tax withheld - foreign resident withholding (excluding capital gains) (Item 8 Label U).

Form Type

ET

Edit Test

Any occurrence of

(^IGF > 0 and ^ATP = Null and ^ATT = Null and ^JIL = Null) or

(^IGG > 0 and ^ASQ = Null and ^AST = Null and ^JIM = Null)

Explanation

In the distribution statement, where Share of credit for tax withheld - foreign resident withholding (excluding capital gains) (Label L - beneficiary entitled or no beneficiary entitled) is greater than zero, there must be an amount at either Share of income - primary production or non-primary production (Labels A & B - beneficiary entitled or no beneficiary entitled) or Franked distributions (Label U - beneficiary entitled or no beneficiary entitled).

Form Type

ET

Edit Test

(^ATA + ^AWG + ^CYY + ^AUY +

 ^ADY + ^IFW - ^BAD > 0) and ^IFW > 0 and

^IFW < Sum.Tag{^IIO} + ^IIP

Explanation

If the trust is in an income position and Australian franking credits from a New Zealand franking company (Item 23 Label D) is present, then this amount must be greater than or equal to the amount of Australian franking credits from a New Zealand franking company in the distribution statement (Label N beneficiary and non-beneficiary).

Form Type

ET

Edit Test

^BFG # 'Y' and ^BFH # 'Y' and ^BFI # 'Y' and ^BFJ # 'Y' and

^BFK # 'Y' and ^BFL # 'Y' and ^BFM # 'Y' and ^FPE # 'Y' and

^FPH # 'Y' and ^FPC # 'Y' and ^FPD # 'Y' and ^FPI # 'Y'

Explanation

To initiate a change to client details you must indicate what action you are requesting from the options 'A' to 'L'.

Form Type

CU

Edit Test

^BFJ = 'Y' and (^BFI = 'Y' or ^BFG = 'Y' or ^BFH = 'Y')

Explanation

Submitting a request for ‘Delete a client for Income Tax purposes (Item B)’ cannot coincide with ‘Adding a client for Income Tax purposes (Item A)’, ‘Change of name for Income Tax purposes (Item C)’, or ‘Change of address for Income Tax purposes (Item D)’.

Form Type

CU

Edit Test

(^FPE = 'Y' or ^FPC = 'Y') and (^FPH = 'Y' or ^FPD = 'Y' or ^BFM = 'Y')

Explanation

Submitting a request for ‘deleting a client for activity statement purposes’ (Item F), ‘request to cease receiving activity statement for this client via ELS’ (Item I), or ‘taxpayer deceased’ (Item J) cannot coincide with ‘adding a client for activity statement purposes’ (Item E), or ‘request to receive activity statement for this client via ELS’ (Item H).

Form Type

CU

Edit Test

(^FPH = 'Y' or ^FPD = 'Y') and (^FPE = 'Y' or ^FPC = 'Y')

Explanation

Submitting a request for ’adding a client for activity statement purposes (Item E)’, or ‘request to receive activity statement for this client via ELS (Item H)’ cannot coincide with ‘deleting a client for activity statement purposes (Item F)’ or ‘request to cease receiving activity statement for this client via ELS (Item I)”.

Form Type

CU

Edit Test

^FPI = 'Y' and ^BFM = 'Y'

Explanation

‘Are you modifying an existing clients details for Activity Statement purposes (Item G)’ cannot coincide with ‘Taxpayer deceased (Item J)’.

Form Type

CU

Edit Test

^BFM = 'Y' and

(^BFI = 'Y' or ^BFG = 'Y' or ^BFH = 'Y' or ^FPE = 'Y' or

 ^FPH = 'Y' or ^FPI = 'Y' or ^FPC = 'Y' or ^FPD = 'Y')

Explanation

Submitting a request for ‘taxpayer deceased’ cannot coincide with ‘adding a client for income tax purposes’ (Item A), ‘change of name for income tax purposes’ (Item C), ‘change of address for income tax purposes’ (Item D), ‘adding a client for activity statement purposes’ (Item E), ‘deleting a client for activity statement purposes’ (Item F), ‘are you modifying an existing clients details for activity statement purposes” (Item G), ‘request to receive activity statement for this client via ELS’ (Item H), or ‘request to cease receiving activity statement for this client via ELS’ (Item I).

Form Type

CU

Edit Test

^BFL = 'Y' and ^BFK = 'Y'

Explanation

Submitting a request for ‘Return not necessary (Item L)’ cannot coincide with ‘Further returns not necessary (Item K)’.

Form Type

CU

Edit Test

((^BFI = 'Y' or ^BFJ = 'Y' or ^BFH = 'Y') and ^BFF = 'Y') and

(^ABF = NULL or ^ABQ = NULL or

^AAD = NULL or ^ABH = NULL)

Explanation

Submitting a request for ‘Adding a client for Income Tax purposes (Item A)’, ‘Delete a client for Income Tax purposes (Item B)’, or ‘Change of address for Income Tax purposes (Item D)’ for an individual, the following fields must be completed; ‘Family name (Item 2a)’, ‘Date of birth (Item 2c)’, ‘TFN (Item 2f)’, and ‘Income Tax - Address (Item 3)’.

Form Type

CU

Edit Test

((^BFI = 'Y' or ^BFJ = 'Y' or ^BFH = 'Y') and ^BFF = 'N') and

(^AAU = Null or ^AAD = Null or ^ABH = Null)

Explanation

Submitting a request for ‘Adding a client for Income Tax purposes (Item A)’, ‘Delete a client for Income Tax purposes (Item B)’, or ‘Change of address for Income Tax purposes (Item D)’ for a Non-individual client, the following fields must be completed; ‘Non-individual name (Item 2d)’, ‘TFN (Item 2f)’, and ‘Income Tax - Address (Item 3)’.

Form Type

CU

Edit Test

((^FPE = 'Y' or ^FPH = 'Y' or ^FPI = 'Y' or

^FPC = 'Y' or ^FPD = 'Y') and ^BFF = 'Y') and

(^ABF = NULL or ^ABQ = NULL or

^IJC = NULL or (^EBN = NULL and ^AAD = NULL))

Explanation

When submitting a request for ’adding a client for activity statement purposes’ (Item E), ’deleting a client for activity statement purposes’ (Item F), ’are you modifying an existing clients details for activity statement purposes’ (Item G), ’request to receive activity statement for this client via ELS’ (Item H), or ‘request to cease receiving activity statement for this client via ELS’ (Item I) for an individual client, the following fields must be completed; ‘family name (Item 2a)’, ‘date of birth (Item 2c)’, ‘TFN (Item 2f)’ or 'ABN (Item 2e)’, and ‘activity statement - address (Item 4)’.

Form Type

CU

Edit Test

((^FPE = 'Y' or ^FPH = 'Y' or ^FPI = 'Y' or ^FPC = 'Y' or ^FPD = 'Y')

   and ^BFF = 'N') and

(^AAU = Null or ^IJC = Null or (^EBN = Null and ^AAD = Null))

Explanation

When submitting a request for ‘adding a client for activity statement purposes’ (Item E), ‘deleting a client for activity statement purposes’ (Item F), ‘are you modifying an existing clients details for activity statement purposes’ (Item G), ‘request to receive activity statement for this client via ELS’ (Item H), or ‘request to cease receiving activity statement for this client via ELS’ (Item I) for a non-individual client, the following fields must be completed; ‘non-individual name’ (Item 2d) ‘TFN’ (Item 2f) or ‘ABN’ (Item 2e) and ‘activity statement - address’ (Item 4).

Form Type

CU

Edit Test

(^BFG = 'Y' and ^BFF = 'N') and ^APP = Null

Explanation

Submitting a request for ‘Change of name for Income Tax purposes (Item C)’ for a non-individual client, the following fields must be completed; ‘Previous non-individual name (Item 5)’.

Form Type

CU

Edit Test

^BFF = 'Y' and ^AAU # Null

Explanation

The selections indicate that you are completing information for an individual and ‘Non-individual name (Item 2d)’ details are present. Remove non-individual information.

Form Type

CU

Edit Test

^BFF = 'N' and (^ABF # NULL or ^ABQ # NULL)

Explanation

The selections indicate that you are completing information for a non-individual and ‘Family name (Item 2a)’ or ‘Date of birth (Item 2c)’ details are present. Remove individual information.

Form Type

CU

Edit Test

^BFM = 'Y' and ^BFF = 'Y' and

(^ABF = NULL or ^ABQ = NULL or ^AAD = NULL)

Explanation

Submitting a request for “Taxpayer deceased (Item J)” for an individual client, the following fields must be completed; ‘Family name (Item 2a)’, ‘Date of birth (Item 2c)’, and ‘TFN (Item 2f)’.

Form Type

CU

Edit Test

^BFM = 'Y' and ^BFF = 'N'

Explanation

Non-individuals or entities cannot have a "taxpayer deceased" request.

Form Type

CU

Edit Test

^BFG = 'Y' and ^BFF = 'Y'

Explanation

Individual name cannot be changed using this form.

Form Type

CU

Edit Test

((^BFL = 'Y' or ^BFK = 'Y') and ^BFF = 'Y') and

(^IJB = NULL or ^BFY = NULL or ^ABF = NULL or

^ABQ = NULL or ^AAD = NULL)

Explanation

Submitting a request for ‘Further returns not necessary (Item K)’ or ‘Return not necessary (Item L)’ for an individual client, the following fields must be completed; ‘Year (Item M)’, ‘Reason (Item N)’, ‘Family name (Item 2a)’, ‘Date of birth (Item 2c)’, and ‘TFN (Item 2f)’.

Form Type

CU

Edit Test

((^BFL = 'Y' or ^BFK = 'Y') and ^BFF = 'N') and

(^IJB = Null or ^BFY = Null or ^AAD = Null or ^AAU = Null)

Explanation

Submitting a request for ‘Further returns not necessary (Item K)’ or ‘Return not necessary (Item L)’ for a non-individual client, the following fields must be completed; ‘Year (Item M)’, ‘Reason (Item N)’, ‘TFN (Item 2f)’, and ‘Non-individual name (Item 2d)’.

Form Type

CU

Edit Test

(^FPE = 'Y' or ^FPH = 'Y' or ^FPI = 'Y' or ^FPC = 'Y' or ^FPD = 'Y') and

(^AAD # Null and ^EBN # Null)

Explanation

Submitting a request for ‘Are you adding a client for Activity Statement purposes (Item E)’, ‘Are you deleting a client for Activity Statement purposes (Item F)’, ‘Are you modifying an existing clients details for Activity Statement purposes (Item G)’, ‘Request to receive Activity Statement for this client via ELS (Item H)’, or ‘Request to cease receiving Activity Statement for this client via ELS (Item I)’ and both, the ‘TFN (Item 2f)’ and ‘ABN (Item 2e)’ are present. When submitting a request for items 'E' to 'I' you can supply TFN or ABN, but both is not acceptable.

Form Type

CU

Edit Test

(^BFG = 'Y' and ^BFF = 'N') and (^AAU = Null or ^AAD = Null)

Explanation

Submitting a request for ‘Change of name for Income Tax purposes (Item C)’ for a non-individual client, the following fields must be completed; ‘Non-individual name (Item 2d)’, and ‘TFN (Item 2f)’.

Form Type

CU

Edit Test

Sum.Tag{^IIO} > ^IFW

Explanation

Australian franking credits from a New Zealand franking company in the distribution statement (Label G) cannot be greater than Australian franking credits from a New Zealand franking company (Item 23 Label D).

Form Type

EP

Edit Test

^IKA > 0 and ^IKB # ['D','X']

Explanation

Unpaid present entitlement to a private company code box contains an invalid character. The valid characters are D or X.

Form Type

ET

Edit Test

^IKB = ['D','X'] and ^IKA <= 0

Explanation

Unpaid present entitlement to a private company does not contain an amount and code is D or X.

Form Type

ET

Edit Test

^IKE > 0 and ^IKF = Null

Explanation

If there is an amount present at item 10, label F 'Transfers from foreign funds' then the number of transfers is required at item 10, label f 'Number of transfer from foreign funds'.

Form Type

EF

Edit Test

(^IRT - ^IUA) >= 0 and (^AMU + ^AMW) > (^IRT - ^IUA)

Explanation

Losses claimed in the current income year (Item L1 Labels F and Z) cannot be greater than the sum of all income less all allowable deductions.

Form Type

EI

Edit Test

(^IRT - ^IUA) < 0 and (^AMU + ^AMW) > 0

Explanation

Losses claimed in the current income year (Item L1 Labels F and Z) should be zero when the sum of all income less all allowable deductions is less than zero.

Form Type

EI

Edit Test

^AMU > 0 and (^AMU > ^IKO)

Explanation

Primary production losses claimed this income year amount (Item L1, Label F) cannot be greater than primary production losses carried forward from earlier income years amount (Item L1, Label Q).

Form Type

EI

Edit Test

^AMW > 0 and (^AMW > ^IKP)

Explanation

Non-primary production losses claimed this income year amount (Item L1, Label Z) cannot be greater than non-primary production losses carried forward from earlier income years amount (Item L1, Label R).

Form Type

EI

Edit Test

^GAX = '5' and (^ILK = Null or ^ILN = Null)

Explanation

If label 'Type of loss' equals '5' then labels 'Business loss activity 1 - Reference for code 5' and /or 'Business loss activity 1 - Number' are required.

Form Type

EI

Edit Test

(^ILK # Null or ^ILN # Null) and ^GAX # '5'

Explanation

If labels 'Business loss activity 1 - Reference for code 5' and /or 'Business loss activity 1 - Number' are present then label 'Type of loss' must equal '5'.

Form Type

EI

Edit Test

^ILK = 'PR' and (^ILQ = Null or ^ILN = Null)

Explanation

If label 'Reference for code 5' equals valid code 'PR' then Business loss activity 1 - Year (Income year) and Number (Product Ruling number) labels are required.

Form Type

EI

Edit Test

^GBD = '5' and (^ILL = Null or ^ILO = Null)

Explanation

If label 'Type of loss' equals '5' then labels 'Business loss activity 2 - Reference for code 5' and /or 'Business loss activity 2 - Number' are required.

Form Type

EI

Edit Test

(^ILL # Null or ^ILO # Null) and ^GBD # '5'

Explanation

If labels 'Business loss activity 2 - Reference for code 5' and /or 'Business loss activity 2 - Number' are present then label 'Type of loss' must equal '5'.

Form Type

EI

Edit Test

^ILL = 'PR' and (^ILR = Null or ^ILO = Null)

Explanation

If label 'Reference for code 5' equals valid code 'PR' then Business loss activity 2 - Year (Income year) and Number (Product Ruling number) labels are required.

Form Type

EI

Edit Test

^GBI = '5' and (^ILM = Null or ^ILP = Null)

Explanation

If label 'Type of loss' equals '5' then labels 'Business loss activity 3 - Reference for code 5' and /or 'Business loss activity 3 - Number' are required.

Form Type

EI

Edit Test

(^ILM # Null or ^ILP # Null) and ^GBI # '5'

Explanation

If labels 'Business loss activity 3 - Reference for code 5' and /or 'Business loss activity 3 - Number' are present then label 'Type of loss' must equal '5'.

Form Type

EI

Edit Test

^ILM = 'PR' and (^ILS = Null or ^ILP = Null)

Explanation

If label 'Reference for code 5' equals valid code 'PR' then Business loss activity 3 - Year (Income year) and Number (Product Ruling number) labels are required.

Form Type

EI