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. |
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). |
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. |
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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. |
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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. |
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. |
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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). |
Service Name: Lodgment (LDG)
Service
Version |
0002.2019 |
| 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.
The 2019 version includes 2017, 2019 and 2020 processed individual income tax returns, including deductions associated form information for 2019 and deductions, income details, capital gains tax, non-resident foreign income and rental properties associated form information for 2020.
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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. In addition to the 2016 and 2017 financial year, assessment outcome details for the 2018 and 2019 financial years (including early lodgers for the 2020 financial year) are returned.
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