September 2009

New components

The September 2009 release includes the scheduled SBR taxonomy and components for the following forms as per the release schedule:

Pay As You Go (PAYG) Payment Summaries (5 forms) components
PAYG payment summary – employment termination payment summary data record
PAYG payment summary – superannuation lump sum payment summary data record
PAYG payment summary – superannuation income stream payment summary data record
PAYG payment summary – individual non-business
PAYG payment summary – business and personal services income
Tax File Number (TFN) Declaration components
Fringe Benefits Tax (FBT) Return components (please note the schematron will be made available in October)
Office of State Revenue Payroll Tax Lodgement components

The SBR-Self-Certification Guide has also been released to provide advice to SBR agencies and software developers on SBR testing and self-certification of SBR-enabled software.

Changes and updates to existing components

In addition, a number of changes and updates to existing components have occurred. These are articulated below.

SBR AU Taxonomy

The SBR AU Taxonomy has been extended to support the delivery of SBR AU Reports included in this release. The extensions contain a number of changes to data elements. These extensions must be used in conjunction with the 2009.02.00 release of the SBR AU Taxonomy.
A fix has been implemented to the 2009.02.00 SBR AU Taxonomy to consistently implement namespace prefixes (i.e. 02.02 replaced with 02.00) and entry points.

SBR AU Taxonomy Architecture Document

To improve clarity the naming conventions contained in the SBR AU Taxonomy Architecture Document have been moved into a separate document. Additionally, the following refinements have been made to naming conventions:

Inclusion of version in namespace prefixes where that information was missing from the last publication, in the format 'BB.ee' (where 'BB' is the baseline number and 'ee' is the extension number).
Supporting report [variation] in the naming of schema files.
Correction of spelling errors in file extension of linkbases, corrected from '.xsd' to '.xml' where necessary.

The SBR AU Taxonomy Architecture has not changed.

Activity Statement – The machine readable validation rules are now available as foreshadowed on 21 August. In addition, the AU Report has been updated due to:

Correction of the prefix number (i.e. 02.02 replaced with 02.00) and change to URLs for the machine readable taxonomy (to sbr.gov.au/taxonomy).

Please note new ATO response messages have been released to reflect the release of PAYG, FBT and TFN.

Copy of Financial Statements and Reports coversheet (Form 388) – The machine readable validation rules are now available as foreshadowed on 21 August and the SBR AU Report, MIG and specific response messages have changed due to:

Correction of the prefix number (i.e. 02.02 replaced with 02.00) and change to URLs for the machine readable taxonomy (to sbr.gov.au/taxonomy).
Fix to a missing file import (bafp01.xsd), as well as a number of other changes that have been bundled for this release. These are separately identified in the readme file published with the taxonomy.

NSW Office of State Revenue Payroll Tax Monthly Return - The associated SBR AU Report and MIG have changed due to:

Correction of the prefix number (i.e. 02.02 replaced with 02.00) and change to URLs for the machine readable taxonomy (to sbr.gov.au/taxonomy).
Update for the Context A Specification, moving rules associated with period date to the context section within each message specification, and the addition of a List Historic Returns service.

SBR Forms in scope testing schedule – The schedule has been updated to provide additional dates for software developer testing of various forms.

Where components (eg MIG) have changed from the August 2009 release, a “marked changes” component and the revised versions have been supplied to assist with respect to identifying changes.

Finally, SBR has moved an updated taxonomy to a new collaboration environment in September 2009. Please note all users will need to register for the new environment. Users will then be able to access the SBR taxonomy directly from the SBR downloads page.