The Amendment Details Schedule allows the tax agent to describe the reasons for the amendment, the amendment type (ATO error or taxpayer error) and indicates the amendment number (1-9). When lodged, the electronic amendment comprises a re-transmission of:
- the income tax return with amended information and re-calculated values and
- new schedules and
- a new Amendment Details schedule.
Amendment details must be included in each transmission of an amended return. A maximum of nine amendments may be lodged electronically in any tax year for each tax return i.e. the first amendment, and up to eight subsequent amendments.
Each subsequent amendment requires a new amendment details schedule with a reason for the amendment and the next amendment number in sequence.
The amendment details cannot be changed by a subsequent amendment. See Amending Lodged Returns for more information.
A separate Amendment Details Schedule must be completed for each amendment to an income tax return.
Go to Preparation > Schedule > Amendment Details (amd).
Compete the following fields:
Amendment Number: The system controls the numbering of subsequent amendments.
Amendment Type: Select either 3 - ATO error or 4 - Taxpayer error.
Reasons: Enter text describing the reason for the amendment. You may select from the list of Standard answers.