V2011 - V2099

For the list of PDF files showing ATO tags click Lodgable returns forms and schedules

V2011

Deferred company/fund instalment cannot be reported with the Fuel Tax Credit or Fuel Tax Credit Over Claim.

Edit Test	^EDD # Null and (^EFS # Null or ^EFO # Null)
Explanation	After Sept 06 there will be no DCOIN reporting via subsequent BAS's as the sunset period for DCOIN will be over. The FTC clients with a DCOIN liability in the July - Sept Quarter 06 will not report their DCOIN via the BAS. As such duplication of payment via the BAS for this 1st Quarter period is to be avoided. To ensure this the proposed business rule will prevent FTC clients from reporting amounts at label 7 Deferred company/fund instalment via ELS.
Form Type	GA

V2012

GST instalments cannot be reported with the Fuel Tax Credit or Fuel Tax Credit Over Claim

Edit Test	^EIW # Null and (^EFS # Null or ^EFO # Null)
Explanation	GST instalments, Fuel tax credit over claim and Fuel tax credit cannot be reported on the same annual GST return. Taxpayers utilising GST option 3 should claim any FTC entitlements via the 4th quarter activity statement. Taxpayers are only able to claim FTC entitlements annually when they do not pay GST by instalments.
Form Type	GR

V2064

Spouses' details are incomplete

Edit Test

^GFB # Null and

(^ABM = Null or ^ABN = Null or ^BNG = Null or ^GFF = Null)

Explanation

If Spouses' Customer reference number is present, then the spouses' details labels (Spouses' family name, given name, date of birth and sex code) are required.

Form Type

EI

V2079

Family trust election, revocation or variation schedule required

Edit Test	^IOD = ['R','V'] and ^XXX # 'X'
Explanation	Family Trust Election status code selected requires a Family trust election, revocation or variation schedule to be completed and attached to return and there is no schedule present.
Form Type	ET MS X

V2080

Section B should be filled in only when doing a revocation

Edit Test

^JAN # 'R' and

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

^GKW # Null or ^DVL # Null or ^GKX # Null or

^GLC # 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

Data has been entered into the revocation section (section B) of the family trust election, revocation or variation schedule, but the family trust election revocation code in the return form does not contain 'R' for revocation.

Form Type

X

V2081

Income year specified on main return form must equal the income year specified on the FTE schedule.

Edit Test	^XXX = 'X' and ^JAN = 'E' and ^IOC # ^DVG
Explanation	Where an FTE schedule is attached and a revocation or variation is not being made, the income year specified of the election that has or is being made on the main return form must equal the income year specified for purposes of that election on the FTE schedule.
Form Type	ET MS X

V2083

Main entity cannot interpose itself

Edit Test	^XXX = 'Y' and ^DWV = ^AAD
Explanation	An Entity cannot interpose itself; therefore the family trust tax file number quoted in Interposed Entity Election cannot be the same as the entity making the election.
Form Type	EC EP ET MS Y

V2088

Main entity cannot interpose itself

Edit Test	^AAD = ^DWV
Explanation	An Entity cannot interpose itself; therefore the family trust tax file number quoted in Interposed Entity Election cannot be the same as the entity making the election.
Form Type	YY

V2089 (A - G)

V2089A

Total primary production and non-primary production deferred losses cannot be less than the total Net loss (Activities 1,2 & 3) at item P9

Edit Test

(^GAX = 8 and ^GBD = 8 and ^GBI = 8) and

((^GAY + ^GBE + ^GBJ) > (^IOH + ^IOI))

Explanation

When the loss type from business loss activity details (Item P9) is '8' (loss is to be deferred) for activity 1, 2 and 3, the sum of primary production deferred losses (Item 16 Label I) and non-primary production deferred losses (Item 16 Label J) must not be less than the sum of net loss amounts for activity 1, 2 and 3.

Form Type

EI

V2089B

Total primary production and non-primary production deferred losses cannot be less than the total Net loss (Activities 1 & 2) at item P9

Edit Test

(^GAX = 8 and ^GBD = 8) and

((^GAY + ^GBE) > (^IOH + ^IOI))

Explanation

When the loss type from business loss activity details (Item P9) is '8' (loss is to be deferred) for activity 1 and 2, the sum of primary production deferred losses (Item 16 Label I) and non-primary production deferred losses (Item 16 Label J) must not be less than the sum of net loss amounts for activity 1 and 2.

Form Type

EI

V2089C

Total primary production and non-primary production deferred losses cannot be less than the total Net loss (Activities 1 & 3) at item P9

Edit Test	(^GAX = 8 and ^GBI = 8) and ((^GAY + ^GBJ) > (^IOH + ^IOI))
Explanation	When the loss type from business loss activity details (Item P9) is '8' (loss is to be deferred) for activity 1 and 3, the sum of primary production deferred losses (Item 16 Label I) and non-primary production deferred losses (Item 16 Label J) must not be less than the sum of net loss amounts for activity 1 and 3.
Form Type	EI

V2089D

Total primary production and non-primary production deferred losses cannot be less than the total Net loss (Activities 2 & 3) at item P9

Edit Test	(^GBD = 8 and ^GBI = 8) and ((^GBE + ^GBJ) > (^IOH + ^IOI))
Explanation	When the loss type from business loss activity details (Item P9) is '8' (loss is to be deferred) for activity 2 and 3, the sum of primary production deferred losses (Item 16 Label I) and non-primary production deferred losses (Item 16 Label J) must not be less than the sum of net loss amounts for activity 2 and 3.
Form Type	EI

V2089E

Total primary production and non-primary production deferred losses cannot be less than the total Net loss (Activity 1) at item P9

Edit Test	^GAX = 8 and (^GAY > (^IOH + ^IOI))
Explanation	When the loss type from business loss activity details (Item P9) is '8' (loss is to be deferred) for activity 1 (Item P9 Label G), the sum of primary production deferred losses (Item 16 Label I) and non-primary production deferred losses (Item 16 Label J) must not be less than the net loss amounts for activity 1 (Item P9 Label I).
Form Type	EI

V2089F

Total primary production and non-primary production deferred losses cannot be less than the total Net loss (Activity 2) at item P9

Edit Test	^GBD = 8 and (^GBE > (^IOH + ^IOI))
Explanation	When the loss type from business loss activity details (Item P9) is '8' (loss is to be deferred) for activity 2 (Item P9 Label M), the sum of primary production deferred losses (Item 16 Label I) and non-primary production deferred losses (Item 16 Label J) must not be less than the sum of net loss amounts for activity 2 (Item P9 Label O).
Form Type	EI

V2089G

Total primary production and non-primary production deferred losses cannot be less than the total Net loss (Activity 3) at item P9

Edit Test	^GBI = 8 and (^GBJ > (^IOH + ^IOI))
Explanation	When the loss type from business loss activity details (Item P9) is '8' (loss is to be deferred) for activity 3 (Item P9 Label S), the sum of primary production deferred losses (Item 16 Label I) and non-primary production deferred losses (Item 16 Label J) must not be less than the sum of net loss amounts for activity 3 (Item P9 Label U).
Form Type	EI

V2090

IEE specified income year to be completed when IEE schedule is attached

Edit Test	^XXX = 'Y' and ^IOF = Null
Explanation	An IEE schedule is attached; however the IEE specified income year has not been completed on the main form.
Form Type	EC EP ET MS Y

V2091

Specified individuals date of birth is after FTE commencement date.

Edit Test

(^DUR # Null and ^DVD > ^DUR) or

(^DUR = Null and ^DVH # Null and ^DVD > ^DVH)

Explanation

Date of birth of the specified individual cannot be after the election commencement date.

Form Type

X XX

V2099

Income year specified for the purpose of the FTE variation does not match the year of return on the main form.

Edit Test	^JAN = 'V' and ^DVG # Null and ^DVG # ^ABB
Explanation	A family trust is being varied and the income year (Item 6) is not equal to the income year of the main return being lodged.
Form Type	ET MS X