V2700 - V2799

Edit Test

^KCI = 'N' and (^KCJ # Null or ^KCK # Null)

Explanation

If the response to Did the fund pay an income stream to one or more members in the income year? is 'No' then Exempt current pension income amount and Which method did you use to calculate your exempt current pension income? are not required.

Form Type

MS

Edit Test

^KFZ = 'Y' and

(^AWG = Null and ^AIR = Null and ^AFZ = Null and

 ^IRR = Null and ^ADY = Null and ^IFW = Null and

 ^IKE = Null and ^FTZ = Null and ^BME = Null and

 ^AGF = Null and ^AGG = Null and ^AGH = Null and

 ^BMF = Null and ^AHS = Null and ^AHT = Null and

 ^IOQ = Null and ^AHV = Null and ^AGU = Null and

 ^BAC = Null and ^AHU = Null and ^IPS = Null and

 ^IPT = Null and ^AIE = Null)

Explanation

If there is a 'Yes' response at Did the fund have any other income that was assessable? then Total assessable income (Label V) must be present.

Form Type

MS

Edit Test

^KCJ =

(^AWG + ^AIR + ^AFZ + ^IRR + ^ADY + ^IFW + ^IKE +

 ^FTZ + ^BME + ^AGF + ^AGG + ^AGH + ^BMF + ^AHS +

 ^AHT + ^IOQ - ^AHV + ^AGU + ^BAC + ^AHU + ^IPS + ^IPT)

Explanation

If the amount at Exempt current pension income amount (Label A) is equal to the amount at Gross Income (Label W), reduce all item 11 income amounts to zero.

Form Type

MS

Edit Test

^KEE = 'Y' and ^KEF= Null

Explanation

If the response to Did the fund have a loan to, lease to or investment in, related parties (known as in-house assets) at the end of the income year? (Label A) is 'Yes', then Did the fund have a loan to, lease to or investment in, related parties (known as in-house assets) at the end of the income year? amount is required.

Form Type

MS

Edit Test

^JAZ # 'VR' and

(^FLO = Null or ^JDW = Null or ^JDX = Null or

 ^JDY = Null or ^JDZ = Null or ^JEB = Null or ^JED = Null)

Explanation

A zero must be entered if there is no amount present in any of the labels from item IT1 label N to item IT7 label Z.

Form Type

EI

Edit Test

^KFZ = 'Y' and ^AIE # ^KCJ

Explanation

If a 'Yes' response has been given at 'Did the fund have any other income that was assessable?' then an amount is required at Exempt current pension income (Label Y), which must be equal to the amount at Exempt current pension income amount (Label A).

Form Type

MS

Edit Test

^JAZ # 'VR' and

(((^AGF + ^AGG + ^AGH + ^KEO + ^KER + ^KET + ^KEZ +

    ^KFC + ^KFF + ^KFJ + ^IFW+ ^IRR +

     Sum.Tag{^KFS} + Sum.Tag{^KFN}) <

   (^KEM + ^JEF + ^KEV + ^KEW +^IRN + Sum.Tag{^KFP})) and

 ^JDZ #

 ((^KEM + ^JEF + ^KEV + ^KEW +^IRN + Sum.Tag{^KFP}) -

  (^AGF + ^AGG + ^AGH + ^KEO + ^KER + ^KET +

   ^KEZ + ^KFC + ^KFF + ^KFJ + ^IFW+ ^IRR +

   Sum.Tag{^KFS} + Sum.Tag{^KFN})) or

((^AGF + ^AGG + ^AGH + ^KEO +

  ^KER + ^KET + ^KEZ + ^KFC + ^KFF +

  ^KFJ + ^IFW+ ^IRR + Sum.Tag{^KFS} + Sum.Tag{^KFN}) >=

 (^KEM + ^JEF + ^KEV + ^KEW +^IRN + Sum.Tag{^KFP}) and

 (^JDZ # 0)))

Explanation

If the total of financial investment income less financial investment deductions is less than zero then the difference must be inserted at IT5. If the difference is greater than zero then zero must be inserted at IT5.

Form Type

EI

Edit Test

((^KEP + ^KFA + ^KFD + ^KFG + ^JAG +

 (^AFS - (^AKA + ^GCG + ^AKB)) + Sum.Tag{^KFL}) <

 (^KFI + ^KEX + Sum.Tag{^KFQ}) and

  ^JEB # (^KFI + ^KEX + Sum.Tag{^KFQ}) -

(^KEP + ^KFA + ^KFD + ^KFG + ^JAG +

 (^AFS - (^AKA + ^GCG + ^AKB)) + Sum.Tag{^KFL})) or

((^KEP + ^KFA + ^KFD + ^KFG + ^JAG + (^AFS -

  (^AKA + ^GCG + ^AKB)) + Sum.Tag{^KFL}) >=

 (^KFI + ^KEX + Sum.Tag{^KFQ}) and (^JEB # 0))

Explanation

If the total of Net rental property income less Net rental property deductions is less than zero then the difference must be inserted at IT6. If the difference is greater than zero then zero must be inserted at IT6.

Form Type

EI

Edit Test

Any occurrence of (^KAJ = A and ^KAK # Null)

Explanation

If Account phase code is 'A' then Date pension phase or benefit phase commenced is not required.

Form Type

S

Edit Test

Any occurrence of (^KAJ = [P, B] and ^KAK = Null)

Explanation

If Account phase code is 'P' or 'B' then Date pension phase or benefit phase commenced is required.

Form Type

S

Edit Test

^GTZ # ^KEM + ^KFI + ^KEN

Explanation

Addition of sub-labels for Low value pool deduction amount is not equal to the amount of Low value pool deduction at main label.

Form Type

EI

Edit Test

^DGF # ^KEO + ^KEP + ^KEQ

Explanation

Addition of sub-labels for Non-PP - Distribution from partnerships less foreign income amount is not equal to the amount of Non-PP - Distribution from partnerships less foreign income at main label.

Form Type

EI

Edit Test

^DGG # ^KER + ^KES

Explanation

Addition of sub-labels for Non-PP - Share of net income from trusts less capital gains, foreign income and franked distributions amount is not equal to the amount of Non-PP - Share of net income from trusts less capital gains, foreign income and franked distributions at main label.

Form Type

EI

Edit Test

^JIZ # ^KET + ^KEU

Explanation

Addition of sub-labels for Franked distributions from trusts amount is not equal to the amount of Franked distributions from trusts at main label.

Form Type

EI

Edit Test

^AMM # ^KEV + ^KEW + ^KEX + ^KEY

Explanation

Addition of sub-labels for Non-PP - Other deductions relating to amounts shown at O, U and C amount is not equal to the amount of Non-PP - Other deductions relating to amounts shown at O, U and C at main label.

Form Type

EI

Edit Test

^AWY # ^KEZ + ^KFA + ^KFB

Explanation

Addition of sub-labels for Net non-PP income/loss amount is not equal to the amount of Net non-PP income/loss at main label.

Form Type

EI

Edit Test

^FZP # ^KFC + ^KFD + ^KFE

Explanation

Addition of sub-labels for Your share of deferred losses from partnership activities amount is not equal to the amount of Your share of deferred losses from partnership activities at main label.

Form Type

EI

Edit Test

^FZQ # ^KFF + ^KFG + ^KFH

Explanation

Addition of sub-labels for Deferred losses from sole trader activities amount is not equal to the amount of Deferred losses from sole trader activities at main label.

Form Type

EI

Edit Test

^AWK # ^KFJ + ^KFK

Explanation

Addition of sub-labels for Other net foreign source income amount is not equal to the amount of Other net foreign source income at main label.

Form Type

EI

Edit Test

Sum.Tag{^CZD} # Sum.Tag {^KFS} +

Sum.Tag {^KFL} + Sum.Tag {^KFM}

Explanation

Addition of sub-labels for Other income type - Category 1 - Amount is not equal to the amount of Other income type - Category 1 - Amount at main label.

Form Type

EI

Edit Test

Sum.Tag{^CZF} # Sum.Tag {^KFN} + Sum.Tag {^KFO}

Explanation

Addition of sub-labels for Other income type - Category 2 - Amount is not equal to the amount of Other income type - Category 2 - Amount at main label.

Form Type

EI

Edit Test

Sum.Tag{^BMK} # Sum.Tag {^KFP} +

Sum.Tag {^KFQ} + Sum.Tag {^KFR}

Explanation

Addition of sub-labels for Other deductions is not equal to the amount of Other deductions at main label.

Form Type

EI

Edit Test

^IXS < 2013 and

(^KAG # Null or any occurrence of

 (^KAH # Null or ^KAI # Null or ^KAJ # Null or ^KAK # Null or
 ^KAL # Null or ^KAM # Null or ^KFV # Null or ^KEJ # Null or
^KEL # Null))

Explanation

The following items are valid for 2013 and subsequent financial years only: provider type, inward rollovers accepted, date of last contribution including rollovers, account phase, date pension phase or benefit payment phase commenced, insurance indicator, defined benefit interest, rollover requests from the member accepted, notional taxed contributions, defined benefits contributions. If the financial year is 2012 or prior these items must not be completed.

Form Type

S

Edit Test

^IXS > 2012 and ^KAG = Null

Explanation

If Financial year is 2013 or later then Provider type must be completed.

Form Type

S

Edit Test

^IXS < 2013 and any occurrence of ^IXZ = [O,L]

Explanation

Account status codes 'O' and 'L' are not valid for 2012 and prior financial years.

Form Type

S

Edit Test

^IXS > 2012 and any occurrence of ^IXZ = A

Explanation

Account status code 'A' is not valid for 2013 and subsequent financial years.

Form Type

S

Edit Test

^IXS > 2012 and any occurrence of ^KAH = Null

Explanation

If Financial year is 2013 or later then Inward rollovers accepted must be completed.

Form Type

S

Edit Test

^IXS > 2012 and any occurrence of ^KAI = Null

Explanation

If Financial year is 2013 or later then Date of last contribution including rollovers must be completed.

Form Type

S

Edit Test

Any occurrence of ^KAI > Date(today)

Explanation

Date of last contribution including rollovers must be not be a future date.

Form Type

S

Edit Test

^IXS > 2012 and any occurrence of ^KAJ = Null

Explanation

If Financial year is 2013 or later then Account phase must be completed.

Form Type

S

Edit Test

^IXS > 2012 and any occurrence of ^KAL = NULL

Explanation

If Financial year is 2013 or later then Insurance indicator must be completed.

Form Type

S

Edit Test

^IXS > 2012 and any occurrence of ^KAM = Null

Explanation

If Financial year is 2013 or later then Defined benefit interest must be completed.

Form Type

S

Edit Test

^IXS > 2012 and any occurrence of ^KFV = Null

Explanation

If Financial year is 2013 or later then Rollover requests from the member accepted must be completed.

Form Type

S

Edit Test

^IXS > 2007 and ^IXS < 2013 and any occurrence of ^IZD = Null

Explanation

If Financial year is 2008 to 2012 then Employer contributed amount must be completed.

Form Type

S

Edit Test

^IXS > 2007 and ^IXS < 2013 and any occurrence of ^IZI = Null

Explanation

If Financial year is 2008 to 2012 then Other family and friends contributions amount must be completed.

Form Type

S

Edit Test

^IXS > 2007 and ^IXS < 2013 and any occurrence of ^IZJ = Null

Explanation

If Financial year is 2008 to 2012 then Directed termination payments (taxable component) amount must be completed.

Form Type

S

Edit Test

^IXS > 2012 and any occurrence of ^IZJ # Null

Explanation

For 2013 and subsequent financial years the Directed termination payments (taxable component) amount must not be completed.

Form Type

S

Edit Test

^ATY > 50454 and ^KFW > 37000 and

(^JDT > 0 or (^JDU # 0 and ^JDU # null) or ^JDV > 0)

Explanation

Super co-contributions is not available because taxable income is more than $50,454 and low income super contribution is not available because adjusted taxable income is more than $37,000 so Government super contributions must not be completed.

Form Type

EI

Edit Test

((^ARH = NULL or ^ARH > ('3006':^ABB)) and

^KFW # (if ^ATY > 0 ^ATY) + (IF ^FLO > 3920 ^FLO * 0.510) + ^JDW + ^JDX + ^JDY + ^JDZ + ^JEB + SUM.TAG{^AMP} -

^JED +/- 1) or ((^ARH > ('3006':(^ABB -1)) and

^ARH < ('0107':^ABB)) and

^KFW # (((if ^ATY > 0 ^ATY) +

(IF ^FLO > 3920 ^FLO * 0.510) + ^JDW + ^JDX + ^JDY +

^JDZ + ^JEB + SUM.TAG{^AMP} -

^JED) * (('3006':^ABB) - ('0107':(^ABB - 1)) + 1 ) /

(^ARH - ('0107':^ABB-1))+1) +/- 1) or

(^ARH < ('0107':(^ABB - 1)) and ^KFW # 0)

Explanation

Adjusted taxable income should be the sum of taxable income, items IT2 to IT6 plus the sum of IT1 multiplied by 0.510 plus D12 less IT7 and rounded down to the nearest dollar. If you are completing a tax return for a deceased person, this value should be divided by the number of days the taxpayer was alive during the financial year and multiplied by the number of days in the year.

Form Type

EI

Edit Test

^JAZ # 'VR' and

(((SUM.TAG{^AQE} + ^ADX + SUM.TAG{^AED} +

   SUM.TAG{^AEF} + ^IQR + ^ACY + ^ADG + ^IOT + ^IQV +

   ^IQW + ^ISX + ^IRA + ^IRB + ^FZF + ^AFZ + ^AGF + ^AGG +

   ^AGH + ^JAM + (if ^FLO > 3920 ^FLO) + ^JDW +

   (if ^BLB + ^DGF > 0 ^BLB + ^DGF) + ^BLC + ^DGG + ^JIZ +

   ^JIW + ^JIX + ^AWG + ^BLU + ^BLW + ^FGA + ^IFW +

   ^AFS + ^AGZ + ^IRR + SUM.TAG{^CZD} + SUM.TAG{^CZF} +

   ^FZZ + ^GAA + ^GAB + ^GAC + ^GAN + ^GAO + ^IGE +

   ^GAP + ^GAQ + ^GAR + ^GAS + ^BXL + ^BXM +

   (if ^BXQ + ^BXR > 0 ^BXQ + ^BXR) + ^FGB +

   (if ^AVJ - ^AVH > 0 ^AVJ - ^AVH) - ^BWW) <= 0 and

   ^KFX # 0) or ((SUM.TAG{^AQE} +

   ^ADX + SUM.TAG{^AED} + SUM.TAG{^AEF} + ^IQR +

   ^ACY + ^ADG + ^IOT + ^IQV + ^IQW + ^ISX + ^IRA + ^IRB +

   ^FZF + ^AFZ + ^AGF + ^AGG + ^AGH + ^JAM +

   (if ^FLO > 3920 ^FLO) + ^JDW +

(if ^BLB + ^DGF > 0 ^BLB + ^DGF) + ^BLC + ^DGG +

^JIZ + ^JIW + ^JIX + ^AWG + ^BLU + ^BLW + ^FGA + ^IFW +

^AFS + ^AGZ + ^IRR + SUM.TAG{^CZD} + SUM.TAG{^CZF} +

^FZZ + ^GAA + ^GAB + ^GAC + ^GAN + ^GAO + ^IGE + ^GAP +

^GAQ + ^GAR + ^GAS + ^BXL + ^BXM +

(if ^BXQ + ^BXR > 0 ^BXQ + ^BXR) +

^FGB + (if ^AVJ - ^AVH > 0 ^AVJ - ^AVH) - ^BWW) > 0 and

(^KFX # SUM.TAG{^AQE} + ^ADX + SUM.TAG{^AED} +

   SUM.TAG{^AEF} + ^IQR + ^ACY + ^ADG + ^IOT + ^IQV +

   ^IQW + ^ISX + ^IRA + ^IRB + ^FZF + ^AFZ + ^AGF +

   ^AGG + ^AGH + ^JAM +

      (if ^FLO > 3920 ^FLO) + ^JDW +

      (if ^BLB + ^DGF > 0 ^BLB + ^DGF) +

      ^BLC + ^DGG + ^JIZ + ^JIW + ^JIX + ^AWG + ^BLU +

      ^BLW + ^FGA + ^IFW + ^AFS + ^AGZ + ^IRR +

      SUM.TAG{^CZD} + SUM.TAG{^CZF} + ^FZZ + ^GAA +

      ^GAB + ^GAC + ^GAN + ^GAO + ^IGE + ^GAP + ^GAQ +

   ^GAR + ^GAS + ^BXL + ^BXM +

      (if ^BXQ + ^BXR > 0 ^BXQ + ^BXR) + ^FGB +

      (if ^AVJ - ^AVH > 0 ^AVJ - ^AVH) - ^BWW)))

Explanation

Estimated total income is incorrect.

Form Type

EI

Edit Test

^JAZ # 'VR' and

((SUM.TAG{^AQE} + ^ADX +

(if ^FLO > 3920 ^FLO) + ^JDW + ^GAN + ^GAO + ^IGE +

^GAP + ^GAQ + ^GAR + ^GAS + ^BXL + ^BXM +

(if ^BXQ + ^BXR > 0 ^BXQ + ^BXR) +

^FGB + (if ^AVJ - ^AVH > 0 ^AVJ - ^AVH) <= 0 and

^KFY # 0) or (SUM.TAG{^AQE} + ^ADX +

(if ^FLO > 3920 ^FLO) + ^JDW + ^GAN + ^GAO + ^IGE + ^GAP

+ ^GAQ + ^GAR + ^GAS + ^BXL + ^BXM +

(if ^BXQ + ^BXR > 0 ^BXQ + ^BXR) + ^FGB +

(if ^AVJ - ^AVH > 0 ^AVJ - ^AVH) > 0 and ^KFY # SUM.TAG{^AQE} + ^ADX + (if ^FLO > 3920 ^FLO) +

^JDW + ^GAN + ^GAO + ^IGE + ^GAP + ^GAQ + ^GAR +

^GAS + ^BXL + ^BXM + (if ^BXQ + ^BXR > 0 ^BXQ + ^BXR) +

^FGB + (if ^AVJ - ^AVH > 0 ^AVJ - ^AVH)))

Explanation

Estimated eligible income is incorrect.

Form Type

EI

Edit Test

Any occurrence of

((^BWU # Null or ^BWV # Null or ^KGK # Null or

  ^JZU # Null or ^JZV # Null) and ^JZW = Null)

Explanation

If any PHI policy details have been completed a Tax claim code must be present.

Form Type

EI

Edit Test

^FLX = 'Y' and ^KFT # 259.00

Explanation

If there is a 'Yes' response to 'Was the fund wound up during the income year' then amounts at (Label M) Supervisory adjustment for wound up funds must equal $259.

Form Type

MS

Edit Test

^FLX = 'N' and

^KFT # Null

Explanation

If there is a 'No' response to 'Was the fund wound up during the income year' then (Label M) Supervisory adjustment for wound up funds must not be completed.

Form Type

MS

Edit Test

^KCI = 'Y' and

^KFZ = Null

Explanation

If the response to Did the fund pay an income stream to one or more members in the income year? is 'Yes' then a response to Did the fund have any other income that was assessable? is required.

Form Type

MS

Edit Test

Any occurrence of

(^FRF # Null and

 (^ISU = Null or ^ISU = 0) and ^KGC # 'C')

Explanation

If member date of death is present and member closing account balance not completed or equal to zero, then member account status code must be 'C'.

Form Type

MS

Edit Test

Any occurrence of

(^FRF # Null and ^ISU > 0 and

^KGC # 'O')

Explanation

If member date of death is present and member closing account balance is greater than zero then member account status code must be 'O'.

Form Type

MS

Edit Test

Any occurrence of

(^FRF = Null and (^KDB > 0 or ^KDD > 0 or ^ISW > 0) and

 (^ISU = Null or ^ISU = 0) and ^KGC # 'C')

Explanation

If member date of death is not present and member outward rollovers and transfers (Label Q) or member lump sum payment (Label R1) or member income stream payment (Label R2) is greater than zero and member closing account balance (Label S) is not completed or equal to zero, then member account status code must be 'C'.

Form Type

MS

Edit Test

^KFZ = 'Y' and (^AIE = Null or ^KCJ = Null)

Explanation

If a 'Yes' response has been given at 'Did the fund have any other income that was assessable?' then an amount is required at Exempt current pension income (Label Y) and Exempt current pension income amount (Label A).

Form Type

MS

Edit Test

^KFZ = 'N' and ^AIE # Null

Explanation

If the response to 'Did the fund have any other income that was assessable?' (Label E) is 'No' then Exempt current pension income (Label Y) is not required.

Form Type

MS

Edit Test

(^KBA = Null and ^KBN = Null and

 ^KBQ = Null and ^KBU = Null) and ^KBV # Null

Explanation

The net capital gain amount (Item 6 Label A) has been completed but no amounts have been entered at Total current year capital gains (Item 1 Label J), Total capital losses applied (Item 2 Label E), Total CGT discount applied (Item 4 Label A) or Total small business concessions applied (Item 5 Label D).

Form Type

BW

Edit Test

^BJG - ^BJL < 0 and ^ABV = NULL

Explanation

A refund is expected for this return so you need to provide financial institution details including BSB, Account number and Account name. If neither you nor your client has a bank account please phone the Tax Office on 13 72 86 (fast key code 1312).

Form Type

EB

Edit Test

^JKX = 'N' and ^JKY = Null

Explanation

If you answered 'no' to question 'Do you have exempt entity ownership of 50% or greater?' (Part E item 1), you must complete the question 'Do you have an aggregated turnover of $20 million or greater?' (Part E item 2).

Form Type

BY

Edit Test

^BNB + ^ASC -

(^APM + ^AJL + ^IFZ + ^GAG +

^JGF + ^BMZ + ^KIJ + ^JIK + ^IAI) < 0 and

^ABV = NULL

Explanation

A refund is expected for this return so you need to provide financial institution details including BSB, Account number and Account name. If neither you nor your client has a bank account please phone the Tax Office on 13 72 86 (fast key code 1312).

Form Type

EC

Edit Test

^BWZ > ('3006':^ABB) - ('0107':(^ABB-1))+1

Explanation

Number of days not liable for surcharge must not be more than the number of days in the year of the return.

Form Type

EI

Edit Test

^AWR = 'RR' and

there is > 1 report request in a transmission

Explanation

A transmission can only contain one Tax Agent Report Request (RR). No other report request can be included.

Form Type

RR

Edit Test

^BNB + ^ASC -

(^AJL + ^IIV + ^FTW + ^JGF + ^JAC + ^KIJ + ^JIK) -

^APM < 0 and ^ABV = NULL

Explanation

A refund is expected for this return so you need to provide financial institution details including BSB, Account number and Account name. If neither you nor your client has a bank account please phone the Tax Office on 13 72 86 (fast key code 1312).

Form Type

EF

Edit Test

^KGL = 'Y' and ^KGM # 259.00

Explanation

If there is a 'Yes' response to 'Is this the first required return for a newly registered SMSF' then the amount at Supervisory levy adjustment for new funds (Label N) must equal $259.

Form Type

MS

Edit Test

^KGL = 'N' and ^KGM # NULL

Explanation

If there is a 'No' response to 'Is this the first required return for a newly registered SMSF' then Supervisory levy adjustment for new funds (Label N) must not be completed.

Form Type

MS

Edit Test

(^KGR # NULL and ^KGR # 04

followed by 8 numeric characters)

Explanation

Your Australian mobile phone number should start with 04 and followed by 8 numeric characters.

Form Type

EI