Lodgment Management (LDGMGT)

Lodgment Management is a sub-domain of Obligation Management (OBLMGT). This page contains information and artefacts for Digital Service Providers (DSPs) who have or are interested in developing web services that enable a business or their intermediary to manage their lodgment obligations to the ATO. The services described below are only deployed on the SBR ebMS3 platform.

For ease of use, services have been organised into the following business processes:

  • Lodgment obligations – Allows users to notify the ATO that an income tax return is not necessary for a given year or into the future. A separate service is also available to submit a lodgment and/or payment deferral.
  • Seek a ruling – Allows users to submit a request for a Private Ruling on a tax matter.
  • Review lodgment history – Allows an agent to view the status of a single client's income tax lodgment history, by providing the lodgment status for the current tax year, previous three years history, the last year lodged, and up to 16 years history where the status is not lodged. A separate service is also available to access to list that includes expected due/overdue forms and payment dates, as well as lodgment history for Activity Statement, Income Tax and FBT returns.
  • Lodgment progress and outcome – Allows users to view the progress of return(s)/lodgment(s), with a separate service allowing access to the outcome details for issued individual assessments and supporting validation of the ATO processing against what was lodged.

The ATO provides a number of common artefacts and reference documents to support DSPs (such as the ATO Service Registry and the ATO Service Support Versioning Strategy). These can be found here.

Lodgment obligations

Service Name: Lodgment Not Necessary (Submit)

Service Version 0001.2018
Service Actions Submit – Allows registered tax agents to submit a Non Lodgment Advice (NLA) on behalf of an individual client where they are not required to lodge an Income Tax Return for a specified financial year. It will also allow for an end date of the Income Tax role on behalf of an individual client, where they are no longer required to lodge an Income Tax Return for the current and future years.
Name Version number Status Size Published date
ATO LDGNN.0001 2018 Package v0.1 Contents.docx 0.1 Draft 224KB 20 September 2018
ATO LDGNN.0001 2018 Package v0.1.zip 0.1 Draft 1.03MB 20 September 2018

Service Name: Client Update Return Not Necessary (CURNN)

Service Version 0002.2016
Service Actions Lodge (submit) – Allows an intermediary to notify the ATO if a client is no longer required to lodge a tax return for specified year/s (return not necessary – RNN) or from a specified year (further return not necessary – FRNN).
Name Version number Status Size Published date
ATO CURNN.0002 2016 Package v1.5 Contents.docx 1.5 Final 236KB 17 May 2018
ATO CURNN.0002 2016 Package v1.5.zip 1.5 Final 267KB 17 May 2018

Service Name: Deferral (DFRL)

Service Version 0002.2018
Service Action Submit – Allows Tax Agents and BAS Agents to submit a request for a deferral in relation to their client’s lodgment and/or payment obligations.
Name Version number Status Size Published date
ATO DFRL.0002 2018 Package v1.0 Contents.docx 1.0 Final 229KB 16 August 2018
ATO DFRL.0002 2018 Package v1.0.zip 1.0 Final 801KB 16 August 2018

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Seek a ruling

Service Name:  Private Ruling (PR)

Service Version 0001.2015
Service Actions Submit — Allows for submission of a Private Ruling (PR) application behalf of a client or a group of clients along with up to six unstructured attachments (each up to 10MB in size) to support the application.
Name Version number Status Size Published date
ATO PR.0001 2015 Business Implementation Guide.docx 1.1 Final 251KB 16 November 2017
ATO PR.0001 2015 Package v1.4 Contents.docx 1.4 Final 244KB 20 September 2018
ATO PR.0001 2015 Package v1.4.zip 1.4 Final 315KB 20 September 2018

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Review lodgment history

Service Name:  Income Tax Lodgment Status (ITLDGSTS)

Service Version 0001.2014
Service Action List – Allows a Tax Agent to enquire into the status of a single client’s income tax lodgment history. The income tax history returned will show the lodgment status for the current tax year and previous three years history, the last year lodged and up to 16 years history where the status is not lodged.
Name Version number Status Size Published date
ATO ITLDGSTS.0001 2014 Business Implementation Guide.docx 1.0 Final 224KB 30 July 2015
ATO ITLDGSTS.0001 2014 Package v1.4 Contents.docx 1.4 Final 220KB 07 December 2017
ATO ITLDGSTS.0001 2014 Package v1.4.zip 1.4 Final 477KB 07 December 2017

Service Name:  Lodgment List (LDGLST)

Service Version 0002.2016
Service Action List – Returns a list of the client’s expected and received lodgments. The information returned includes, but is not limited to: Financial Year, Lodgment Status, Form types, Lodgment due dates, Payment Due Dates and Lodgment Received Dates for Activity Statements, Income Tax and FBT returns.
Name Version number Status Size Published date
ATO LDGLST.0002 2016 Business Implementation Guide.docx 1.0 Final 228KB 23 November 2017
ATO LDGLST.0002 2016 Package v1.3 Contents.docx 1.3 Final 231KB 19 July 2018
ATO LDGLST.0002 2016 Package v1.3.zip 1.3 Final 177KB 19 July 2018

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Lodgment progress and outcome

Service Name: Lodgment Progress (LDGPROG)

Service Version 0001.2017
Service Action List – Provides details of the progress of an income tax return(s)/lodgment(s).
Name Version number Status Size Published date
ATO LDGPROG 0001.2017 Business Implementation Guide 1.1 Final 262KB 12 July 2018
ATO LDGPROG.0001 2017 Package v1.0 Contents.docx 1.0 Final 229KB 26 April 2018
ATO LDGPROG.0001 2017 Package v1.0.zip 1.0 Final 1.1MB 26 April 2018

Service Name: Lodgment (LDG)

Service
Version
0001.2018
Service Actions

Get – Provides tax agents, business intermediaries and business with visibility of lodged income tax returns as recorded in ATO systems.  This interaction will only provide visibility of processed income tax returns.

Name Version number Status Size Published date
ATO LDG.0001 2018 Package v0.1 Contents.docx 0.1 Draft 229KB 18 October 2018
ATO LDG.0001 2018 Package v0.1.zip 0.1 Draft 1.04MB 18 October 2018

Service Name: Assessment (ASMT)

Service
Version
0003.2018
Service Actions

List – Returns a list of issued individual assessments for the nominated client, account and/or periods.

Get – For a specific assessment, this interaction will return the assessment details that determined the assessment outcome, and details of fields that have been adjusted.

Name Version number Status Size Published dated
ATO ASMT.0003 2018 Package v1.0 Contents.docx 1.0 Final 228KB 21 June 2018
ATO ASMT.0003 2018 Package v1.0 Contents.zip 1.0 Final 900KB 21 June 2018
Service Version 0002.2017
Service Actions

List – Returns a list of issued individual assessments for the nominated client, account and/or periods.

Get – For a specific assessment, this interaction will return the assessment details that determined the assessment outcome, and details of fields that have been adjusted.

Name Version number Size Status Published date
ATO ASMT.0002 2017 Business Implementation Guide.docx 1.0 Final 275KB 23 Novbember 2017
ATO ASMT.0002 2017 Package v1.0 Contents.docx 1.0 Final 252KB 07 December 2017
ATO ASMT.0002 2017 Package v1.0.zip 1.0 Final 490KB 07 December 2017

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Last updated: 
18 October 2018
Page ID: 
343