V2100 - V2199

Edit Test

^JAN = 'V' and

((^DVG = Null and ^DUR = Null) or

 (^DVC = Null and ^DYL = Null) or

  ^DVD = Null or ^DUT = Null or ^DUV = Null or

  ^DUX = Null or ^DUY = Null)

Explanation

When varying a FTE, item 6 or 7 (whichever is applicable) and item 8 on the schedule must be completed.

Form Type

X

Edit Test

^JAN = ‘V’ and (^DTW # Null or ^DVE # Null or

 any occurrence of (^DTX # Null or ^DTY # Null) or

 any occurrence of

 (^DUM # Null or ^DYK # Null or ^DUA # Null or

  ^DUB # Null or ^DUC # Null or ^DUD # Null or

  ^DUE # Null or ^DUF # Null or ^DVT # Null or

  ^DUN # Null or ^DUG # Null or ^DUH # Null or

  ^DUI # Null or ^DUJ # Null or ^DUK # Null or

  ^DUL # Null or ^DUO # Null or ^DVF # Null or

  any occurrence of (^DUP # Null or ^DUQ # Null)))

Explanation

A Family Trust Election variation has been indicated and information in section A has been completed.

Form Type

X

Edit Test

(^DTW # Null or ^DVE # Null or

 any occurrence of (^DTX # Null or ^DTY # Null) or

 any occurrence of

 (^DUM # Null or ^DYK # Null or ^DUA # Null or ^DUB # Null or

   ^DUC # Null or ^DUD # Null or ^DUE # Null or ^DUF # Null or

   ^DVT # Null or ^DUN # Null or ^DUG # Null or ^DUH # Null or

   ^DUI # Null or ^DUJ # Null or ^DUK # Null or ^DUL # Null or

   ^DUO # Null or ^DVF # Null or ^DUP # Null or ^DUQ # Null) or

 ^DVG # Null or ^DVH # Null or ^DVI # Null or ^DUR # Null or

 ^DVC # Null or ^DYL # Null or ^DUS # Null or ^DVD # Null or

 ^DUT # Null or ^DUU # Null or ^DUV # Null or ^DUW # Null or

 any occurrence of (^DUX # Null) or

 ^DUY # Null or ^DUZ # Null or ^DVA # Null or ^DVB # Null) and

(^DVK # Null or ^JAO # Null or ^GKV # Null or ^GKW # Null or

^GKX # Null or ^GLC # Null or any occurrence of

 (^DVL # Null or ^DVM # Null or ^DYM # Null or ^DVN # Null or

   ^BYO # Null or ^BYP # Null or ^DVJ # Null or ^DVO # Null or

   ^DVP # Null or ^DVQ # Null or ^DVR # Null or ^DVS # Null))

Explanation

A Trustee(s) can only make either an election, variation or revocation via this schedule. If a variation or revocation is being made, and an election is also required, the election can be lodged via the standalone form.

Form Type

X

Edit Test

(^IRS # Null or ^IQK # Null or ^IQL # Null or

 ^IQM # Null or ^IQN # Null or ^IQO # Null or

 ^IQP # Null or ^IQQ # Null) and ^JAP = 'E'

Explanation

Section B of the IEE should only be completed when the client is revoking an IEE. This revocation is also indicated by the IEE revocation code on the main return form.

Form Type

Y

Edit Test

^IQI = 'R' and ^XXX # 'Y'

Explanation

The Interposed Entity Election code indicates a revocation is being made, however no schedule is attached.

Form Type

EC EP ET Y

Edit Test

^JAP = 'R' and ^IQQ # ^ABB

Explanation

The income year for which the details of the Interposed Entity Election are being revoked must equal the income year of the main return being lodged.

Form Type

EC EP ET MS Y

Edit Test

(^DWV # Null or ^DWX # Null or ^DWY # Null or

 ^DWZ # Null or ^DXA # Null or ^DXB # Null or

 ^DXC # Null or ^DXP # Null or ^DXS # Null or

 ^DXQ # Null or ^DXR # Null or ^DXD # Null or

 ^DYJ # Null or ^DXE # Null or ^DXF # Null or

 ^DXG # Null or ^DXH # Null or ^DXI # Null or

 ^DXJ # Null or ^DXK # Null or ^DXL # Null or

 ^DXM # Null or ^DXN # Null or ^DXO # Null) and

(^IRS # Null or ^IQK # Null or ^IQL # Null or

 ^IQM # Null or ^IQN # Null or ^IQO # Null or

 ^IQP # Null or ^IQQ # Null)

Explanation

The Interposed entity is to be making either an election or revocation via this schedule. If both are needed, a second schedule is to be attached to the main return form.

Form Type

Y

Edit Test

^JAP = 'E' and

(^DVU = Null or ^DWQ = Null or ^DWR = Null or

 ^DWX = Null or ^DWY = Null or ^DWZ = Null or

 ^DXP = Null or ^DXS = Null or ^DXE = Null or

 ^DXG = Null or ^DXK = Null or ^DXL = Null)

Explanation

Data is included in the Interposed entity election schedule indicating an interposed entity election is being made but some or all of the following details have not been completed. Income year specified, Day specified, Full name and address of the family trust in respect of which the election is made, Specified income year, Election commencement time, and/or Date of birth, Name and address of the specified individual. All of the above must be completed to make a valid Interposed entity election.

Form Type

Y

Edit Test

^JAP = 'R' and

(^IRS = Null or ^IQK = Null or ^IQL = Null or

 ^IQM = Null or ^IQQ = Null)

Explanation

As indicated on the main form, an interposed entity election is to be revoked; however information is missing from the revocation section on the schedule. For the revocation to be valid Section B on the IEE schedule must be completed.

Form Type

Y

Edit Test

(^ARA = Null and ^ARB = Null and

 (^IOV < ('0107':(^ABB - 1)) or ^IOV > ('3006':(^ABB)))) or

 (^ARA # Null and ^ARB # Null and

  (^IOV < ^ARA or ^IOV > ^ARB))

Explanation

Where an ETP payment date is present, it must be within the current financial year or approved substitute period.

Form Type

EI

Edit Test

(^ARA = Null and ^ARB = Null and

 (^IQY < ('0107':(^ABB - 1)) or ^IQY > ('3006':(^ABB)))) or

 (^ARA # Null and ^ARB # Null and

  (^IQY < ^ARA or ^IQY > ^ARB))

Explanation

Where a superannuation lump sum payment date is present, it must be within the current financial year or approved substitute period.

Form Type

EI

Edit Test

^IQS = 'M' and ^XXX # 'PY'

Explanation

Where the ETP type code is 'M', an ETP schedule must be attached.

Form Type

EI PY

Edit Test

^XXX = 'PY' and ^IQS # 'M'

Explanation

Where the ETP type code is not 'M', an ETP schedule is not required.

Form Type

EI PY

Edit Test

(^IQR > 0 and ^IQS # 'M') and ^IOV = Null

Explanation

When the amount given for the ETP taxable component is from a single payment type, the date of payment must be present.

Form Type

EI

Edit Test

^IRC = 'M' and ^XXX # 'PL'

Explanation

Where the superannuation lump sum type code is 'M', a superannuation lump sum schedule must be attached.

Form Type

EI PL

Edit Test

^XXX = 'PL' and ^IRC # 'M'

Explanation

Where the superannuation lump sum type code is not 'M', a superannuation lump sum schedule is not required.

Form Type

EI PL

Edit Test

(^IRC = M and ^XXX = 'PL') and ^IQY # Null

Explanation

The superannuation lump sum date of payment on the main form is not required when the superannuation lump sum schedule is attached. The dates in reference to the multiple payments will be sourced off the schedule.

Form Type

EI PL

Edit Test

((^IRA > 0 or ^IRB > 0) and ^IRC # 'M') and ^IQY = Null

Explanation

When the amount given for the superannuation lump sum taxable component, taxed or untaxed is from a single payment type, the date of payment must be present.

Form Type

EI

Edit Test

(^IQR > 0 and ^IQS # 'M') and ^IQJ = Null

Explanation

When the amount given for the ETP taxable component is from a single payment type, the payer's ABN must be provided.

Form Type

EI

Edit Test

((^IRA > 0 or ^IRB > 0) and ^IRC # 'M') and ^ITV = Null

Explanation

When the amount given for the superannuation lump sum taxable component, taxed or untaxed is from a single payment type, the payer's ABN must be provided.

Form Type

EI

Edit Test

(^IRC = 'M' and ^XXX = 'PL') and ^ITV # Null

Explanation

The superannuation lump sum payer's ABN is not required on the main form when the superannuation lump sum schedule is attached.

Form Type

EI PL

Edit Test

^IQS = 'M' and Sum.Sched{Sum.Tag{^ISB}} # ^IPN

Explanation

The amount of tax withheld on the main return form does not equal the sum of all occurrences of the tax withheld amounts from all ETP schedules lodged with the main form.

Form Type

EI PY

Edit Test

^IRC = 'M' and Sum.Sched{Sum.Tag{^IRH}} # ^IQZ

Explanation

The amount of tax withheld on the main return form does not equal the sum of all occurrences of the tax withheld amounts from all superannuation lump sum schedules lodged with the main form.

Form Type

EI PL

Edit Test

^IQS = 'M' and Sum.Sched{Sum.Tag{^IRV}} # ^IQR

Explanation

The amount for the taxable component on the main return form does not equal the sum of all occurrences of taxable component amounts from all ETP schedules lodged with the main form.

Form Type

EI PY

Edit Test

^IRC = 'M' and

(Sum.Sched{Sum.Tag{^IRY}} # ^IRA) or

 (Sum.Sched{Sum.Tag{^IRZ}} # ^IRB)

Explanation

The amount for the taxable component, either taxed or untaxed elements, on the main return form do not equal the sum of all occurrences of these respective amounts from all superannuation lump sum schedules lodged with the main form.

Form Type

EI PL

Edit Test

^IQY >= (^ABQ + 60 years) and

^IRC # ['N','M'] and ^IRA > 0

Explanation

Taxed elements paid after the taxpayers 60th birthday should not be declared on the main return form. Taxed elements received when the taxpayer is 60 years old and over are non-assessable non-exempt income and not to be declared.

Form Type

EI

Edit Test

^IRT #

^ACY + ^ADG + Sum.Tag{^AQE} + Sum.Tag{^AED} +

 (Sum.Tag{^AEF} * 0.05) +

 ^IQR + ^ADX + ^IOT + ^IQV + ^IQW + ^ISX + ^IRA +

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

 ^BLC - ^BYI - ^AMJ + ^DGF + ^DGG + ^JIZ - ^ALD - ^AMM + ^FZL +

 ^AWX + ^AWY + ^IOH + ^IOI + ^BAV + ^AWG + ^BLU +

 ^BLW + ^JEX + ^JFL + ^BYD + ^JAG + ^AWK + ^IFW +

 ^AFS - ^AKA - ^GCG - ^AKB + ^AGZ + ^IRR +

 Sum.Tag{^CZD} + Sum.Tag{^CZF}

Note: $1 +/- tolerance is applied at ^IRT

Explanation

The total of all income fields does not equal the amount at the Total income or loss field.

Form Type

EI

Edit Test

^IUA #

^AMV + ^AMA + ^AMB + ^AMC + ^AMD +

^GTZ + ^JEE + ^JEF + ^AGI + ^BMA + ^BWW +

Sum.Tag{^AMP} + ^GTY + ^IRN + ^BYE + Sum.Tag{^BMK}

Explanation

The total of all the deductions fields does not equal the amount at the Total deduction field.

Form Type

EI

Edit Test

(^ARA = Null and ^ARB = Null and

 any occurrence of

 (^IRX < ('0107':(^ABB - 1)) or ^IRX > ('3006':(^ABB)))) or

(^ARA # Null and ^ARB # Null and

 any occurrence of (^IRX < ^ARA or ^IRX > ^ARB))

Explanation

The superannuation lump sum payment date on the schedule must be within the current financial year or approved substitute period.

Form Type

EI PL

Edit Test

(^ARA = Null and ^ARB = Null and

 any occurrence of

 (^ITW < ('0107':(^ABB - 1)) or ^ITW > ('3006':(^ABB)))) or

 (^ARA # Null and ^ARB # Null and

 any occurrence of (^ITW < ^ARA or ^ITW > ^ARB))

Explanation

The ETP payment date on the schedule must be within the current financial year or approved substitute period.

Form Type

EI PY

Edit Test

Any occurrence of

(^IRX >= (^ABQ + 60 years) and ^IRY > 0 and ^ISA # 'Y')

Explanation

Life benefit superannuation lump sums containing taxed elements paid on or after the taxpayer's 60th birthday are non-assessable and non-exempt income, and should not be declared in the tax return.

Form Type

EI PL