Activity statement and portal changes

Transcription

1 Activity statement and portal changes Hosted by Colin Walker, Australian Taxation Office 20 July 2017

2 Overview Status update Portal activity statement functionality: changes and fixes based on your feedback portal activity statement changes (Tax Time 2017 release). What s next further design with agents Questions and how to provide feedback on Let s Talk. Note: Screen shots are indicative and do not include real names or identifiers 2

3 Commissioner promise Tax Institute speech March 2017 I commit to you that we will not be designing products and services impacting on agents or the relationship with their clients without consultation and involvement of the tax profession. 3

4 Improving online services for agents Timeline Private beta delivered November 2016 SAN outage occurred in December 2016 Planned Public beta April/May 2017 Planned go-live of online services for agents Tax Time

5 SAN outage Impacts to development efforts Improving online services project was put on hold. Development efforts were directed towards Tax Time 2017 to ensure system stability and performance to match the experience of Tax Time Simpler BAS was progressed as part of the legislative component to the small business concessionary threshold for Tax Time

6 Portal activity statement functionality Status update Activity statements are being successfully lodged using the updated portal functionality. Fixes are being implemented to address identified issues: access and user permissions issues. This was due to the new security framework that was implemented rules alignment eg the ability to lodge where DGST was zero form interface errors confirmation options not displaying. 6

7 Portal activity statement functionality Feedback We re hearing your feedback and are working to incorporate it into the portal activity statement functionality. Information included on the screen and within print: document ID/DIN GST accounting method receipt number. Ability to print a prepared instalment notice prior to lodgment. Display of BPAY details. 7

8 Portal activity statement functionality Information included within print in progress

9 Portal activity statement functionality Display of BPAY details in-progress 9

10 Portal activity statement changes Tax Time 2017 summary Implement Simpler BAS changes. Offer agents enhanced activity statement features, which were sourced from agent feedback. 10

11 Simpler BAS explained From 1 July 2017, Simpler BAS is the default reporting method for 2.7 million small businesses with a GST turnover of less than $10 million. Small business only need to report: G1 Total sales 1A GST on sales 1B GST on purchases. The following GST information is no longer required: G2 Export sales G3 GST-free sales G10 Capital purchases G11 Non-capital purchases. 11

12 Simpler BAS updates to Tax Agent Portal Changes to the Tax Agent Portal: removal of the requirement to re-elect GST reporting method on quarterly BAS reduction in GST labels on existing BAS form types to remove G2, G3, G10 and G11 (for small business with <$10m turnover). Simpler BAS can also be lodged via the following channels by tax practitioners: PLS (dependent on software provider) ELS (requires 0 inserted at G10 and G11) ECI (requires 0 inserted at G10 and G11) 12

13 New Tax Agent Portal Complete Activity Statement GST CLASSIFICATION Activity statement changes 13

14 Enhanced activity statement features Streamlined nil activity statement and declaration, Save and exit 14

15 Enhanced activity statement features Print view prior to lodgment includes client authorisation 15

16 Instalment notice example View not lodged and lodged instalment notices UNCLASSIFIED Simpler BAS and portal activity statement changes 16

17 Instalment notice example View an not lodged instalment notice

18 Instalment notice example Selected Accept and Pay option, and the Continue button 18

19 Instalment notice example Selected vary instalment option 19

20 Activity statement example View not lodged and lodged activity statements

21 Activity statement example View and not lodged activity statement

22 Activity statement example View a role 22

23 Activity statement example Streamlined nil activity statement 23

24 Activity statement example Selected Prepare as NIL 24

25 Activity statement example View a lodged activity statement

26 Activity statement example Print a lodged activity statement

27 What s next Feedback and improving online services for agents: Work on improving online services for agents has restarted. Currently the revised pilot timeline is to implement: private beta November 2017 public beta April/May 2018 go-live of online services for agents Tax Time

28 Questions from the community UNCLASSIFIED TAX PROFESSIONALS

29 You can give us your feedback on : The Tax professionals Let s talk page at: Find out more about changes to the portals our website, Tax professionals newsletter and the Tax Professionals newsroom at ato.gov.au/tpnews UNCLASSIFIED TAX PROFESSIONALS