Reinventing the ATO




Tracking our progress - delivering on our commitments


We’re working to improve your experience with the tax and super systems. Check our update to see the recent improvements we’ve made, based on your feedback, and also what you can expect in the coming months

We’d like your feedback – let us know if this information is useful, or what you’d like to see more of, by adding your comments below.







Tracking our progress - delivering on our commitments


We’re working to improve your experience with the tax and super systems. Check our update to see the recent improvements we’ve made, based on your feedback, and also what you can expect in the coming months

We’d like your feedback – let us know if this information is useful, or what you’d like to see more of, by adding your comments below.




  • Delivering the future client experience - May update

    about 1 month ago

    May 2017 External Brief

    Small Business:

    • From 1 July 2017, Simpler BAS will be the default GST reporting method for small businesses with a GST turnover of less than $10m. This will make it easier for businesses to classify client’s transactions and lodge BAS while reducing the time spent on filling in forms and making changes that do not affect their final GST amount. Find out more here.

    APRA Funds:

    May 2017 External Brief

    Small Business:

    • From 1 July 2017, Simpler BAS will be the default GST reporting method for small businesses with a GST turnover of less than $10m. This will make it easier for businesses to classify client’s transactions and lodge BAS while reducing the time spent on filling in forms and making changes that do not affect their final GST amount. Find out more here.

    APRA Funds:

    Superannuation

    • We have published a suite of 8 Law Companion Guidelines (LCGs) and released Guidance Notes on specific Super topics including spouse tax offset, total super balance and transfer balance cap (payment splits following a relationship breakdown). Find out more here.


  • Delivering the future client experience - April update

    2 months ago

    Delivered in March/April

    Superannuation:

    • We published a practical compliance guideline in response to issues funds experienced implementing a full solution to deal with the Transition to Retirment Income Streams (TRIS). Through extensive consultation with industry, we agreed on the principles and approach contained in this guide to assist funds to implement the changes and comply with their tax obligations durign the interim period. Find out more here.

    Delivered in March/April

    Superannuation:

    • We published a practical compliance guideline in response to issues funds experienced implementing a full solution to deal with the Transition to Retirment Income Streams (TRIS). Through extensive consultation with industry, we agreed on the principles and approach contained in this guide to assist funds to implement the changes and comply with their tax obligations durign the interim period. Find out more here.
  • Delivering the future client experience – March update

    3 months ago

    Delivered in February/March

    APRA-Regulated Super Funds:

    • These funds are now required to report open and closed member accounts through SuperTICK3 from 31 March 2017. Find out more here.

    Public Business:

    • A guide is now available to assist in identifying eligible exploration expenditure and the evidence required to substantiate cliams. Find out more here.

    Superannuation:

    • Law companion guidelines were released to support funds with the superannuation budget measures.These will include practical examples of the changes in three guidance notes. Find out more here.

    • A series of webinars for APRA Funds, SMSFs and tax professionals facilitated... Continue reading

    Delivered in February/March

    APRA-Regulated Super Funds:

    • These funds are now required to report open and closed member accounts through SuperTICK3 from 31 March 2017. Find out more here.

    Public Business:

    • A guide is now available to assist in identifying eligible exploration expenditure and the evidence required to substantiate cliams. Find out more here.

    Superannuation:

    • Law companion guidelines were released to support funds with the superannuation budget measures.These will include practical examples of the changes in three guidance notes. Find out more here.

    • A series of webinars for APRA Funds, SMSFs and tax professionals facilitated detailed discussions on the new superannuation budget measures. There was a lot of interest with more than 950 attendees and we were able to assist industry representatives with answers to their questions. The webinars will be available online for industry to access at any time.

    • We conducted consultation sessions with a variety of industry members to talk through - and co-design where appropriate - key technical and reporting issues. Information on the new Super Measures was included in the Tax Agent Open Forums. We have been working with industry representatives to develop test letters and guidance notes to support superannuation budget measures. We are also sharing the final products of advice and guidance products with industry to assist with their readiness.
  • Delivering the future client experience – February update

    4 months ago

    Delivered in January/February

    Public Business
    Small Business

    Delivered in January/February

    Public Business
    Small Business
    • We have improved the functionality of the myDeductions tool in the ATO app. myDeductions is ready for sole traders as it allows sole traders with simple tax affairs to record business income and expenses 'on the go'.

    Other News

  • Delivering the future client experience - November update

    8 months ago

    Delivered in October/November

    Public Business

    • Foreign tax resident reporting guidance has been made available to help financial institutions and their clients understand their obligations under the Automatic Exchange of Financial Account Information (AEOI) laws. It is in line with the Common Reporting Standard (CRS) for the AEOI, and is available from ATO’s publications ordering service (PODS).

    Small Business

    • A pilot is underway for the Cash Flow Management Program. This education package is aimed at supporting small businesses and their business advisors to help them better plan and manage their cash flow and business commitments.

    Other news

    The... Continue reading

    Delivered in October/November

    Public Business

    • Foreign tax resident reporting guidance has been made available to help financial institutions and their clients understand their obligations under the Automatic Exchange of Financial Account Information (AEOI) laws. It is in line with the Common Reporting Standard (CRS) for the AEOI, and is available from ATO’s publications ordering service (PODS).

    Small Business

    • A pilot is underway for the Cash Flow Management Program. This education package is aimed at supporting small businesses and their business advisors to help them better plan and manage their cash flow and business commitments.

    Other news

    The Annual Report 2015-16 has been released which allows us to review our performance and see what improvements we have made. The annual report also informs parliament, stakeholders and the community about how the ATO have administered the tax and superannuation systems.

    Read the latest ATO consultation arrangements report.
  • Delivering the future client experience - October update

    8 months ago

    Delivered in September/October

    All clients

    • Three new tools are now available to assist clients to work out if they are eligible to receive superannuation from their employer. Find out more here.

    Individuals

    • The ATO's community pop-up offices have wrapped up for 2016, resulting in a positive impact on local communities across Australia. Nationally there were 31 Pop-ups which helped 5,643 people. A key part of our service was to:
      • demonstrate myTax and the ATOapp including myDeductions,
      • assist our clients to join myGov and link to the ATO, and
      • assist with their Superannuation queries.
      ... Continue reading

    Delivered in September/October

    All clients

    • Three new tools are now available to assist clients to work out if they are eligible to receive superannuation from their employer. Find out more here.

    Individuals

    • The ATO's community pop-up offices have wrapped up for 2016, resulting in a positive impact on local communities across Australia. Nationally there were 31 Pop-ups which helped 5,643 people. A key part of our service was to:
      • demonstrate myTax and the ATOapp including myDeductions,
      • assist our clients to join myGov and link to the ATO, and
      • assist with their Superannuation queries.

      Community reaction was overwhelmingly positive, with requests that we hold the events again in the future.

    • Clients using myTax can now request web chat and screen share to get help. This lets our staff and the clients share their screens during a web chat or phone conversation to help them quickly and easily find a solution to their issue. Since being released on 10 October, the results up to 5 November have been higher than anticipated with 53,843 Web Chats answered and 5,494 Screen Share sessions.

    Not for Profits

    • Charities now have a streamlined process to reduce double-up reporting and the costly time involved in administration. Ancillary funds now report once using the Australian Charities and Not-for-Profits Commission (ACNCs) online Annual Information Statement. The ACNC then shares the information with the ATO. Find out more here.

    Public Business

    • Taxpayer Alert - 2016/2, 'Interim arrangements in response to the Multinational Anti Avoidance Law' (MAAL) has been released. Further guidance is planned as issues emerge.

    Self-Managed Super Funds (SMSFs)

    • SMSFs and their advisors can now approach the ATO to talk about serious SMSF compliance issues and have these quickly resolved. Find out more here
    • SMSF Trustees and professionals can now access additional services and support with the SMSF Professional to Professional (P2P) service being expanded to all SMSF auditors. Find out more here

    Small Business

    • A new simple GST guide has been released called ‘How GST works'. It has easy to follow information to help small business work out if they need to register for GST, and start lodging activity statements. This will make it easier to get things right, early.

    Tax Professionals

    • The Practitioner lodgment service (PLS) help guide is now available to support tax professionals as they transition to the PLS. Find out more here.
    • The PLS and Improving the online experience webcast explored benefits for agents already using the practitioner lodgment system. Panel members discussed the benefits of PLS and the experience Tax Professionals had in transitioning from ELS.

    Other news

    Help is available for employers who may still not be using SuperStream. Find out more here.

    The Practitioner lodgment service (PLS) confidence indicator report for September is now available.

    Read the latest ATO consultation arrangements report.
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  • Delivering the future client experience - September update

    10 months ago

    Delivered in August/September

    Superannuation Funds:

    • Funds can now access the Superannuation Dashboard which provides them with information on the availability status for SuperTICK versions 1 and 2 and near-real-time response rates. Find out more here.

    Small Business:

    • The first regional Small Business Digital Showcase held in Albury on 8 September was attended by 65 local small business community members and the Minister for Small Business, the Hon Michael McCormack, MP. Guests enjoyed practical demonstrations of the ATO's digital products and services, and a preview of new products coming soon. A summary of the products and services showcased... Continue reading

    Delivered in August/September

    Superannuation Funds:

    • Funds can now access the Superannuation Dashboard which provides them with information on the availability status for SuperTICK versions 1 and 2 and near-real-time response rates. Find out more here.

    Small Business:

    • The first regional Small Business Digital Showcase held in Albury on 8 September was attended by 65 local small business community members and the Minister for Small Business, the Hon Michael McCormack, MP. Guests enjoyed practical demonstrations of the ATO's digital products and services, and a preview of new products coming soon. A summary of the products and services showcased is available here.

    Privately Owned Groups:

    • The ATO participated in the Family Business Australia 2016 National Conference promoting our digital services and online support including the Small Business Newsroom and the Tax Governance online guide. Guests, including Small Business Minister, the Hon Michael McCormack, MP, spoke with ATO staff and had an opportunity to get ‘hands on’ with our digital services.

    Coming up

    Individuals: Web chat and screen share for myTax 2016 will be available in early October. Screen share will enable ATO officers to see a client’s screen as they complete their tax return. This will give our clients a significantly improved online and mobile assistance experience (for large mobile devices only).

    Other news

    2016 Pay as you go (PAYG) withholding tax tables: will apply from 1 October 2016. We have published the lists of tax tables that will and will not be updated.

    Software Developers: The ‘Utopia Experience’ from the Single Entry Point project is now available. This document is a representation of the desired experience for software developers when interacting with us. It is based on insights and feedback captured from software developers during the project.

    Read the latest ATO consultation arrangements report.
  • Delivering the future client experience - August update

    11 months ago

    Delivered in July/August

    Individuals:

    • From July through to September, we are running ATO Pop-up kiosks in major shopping centres around Australia to help clients with our digital services. So far we've helped 2,170 people across 10 sites. People have said it’s great to see the ATO out and about in the community. Find out more here.
    • Deductions captured by Individuals in 2015-16 through myDeductions in the ATO app, can be uploaded to myTax to complete their tax return. So far, 33,000 people have used this option.

    Business:

    Delivered in July/August

    Individuals:

    • From July through to September, we are running ATO Pop-up kiosks in major shopping centres around Australia to help clients with our digital services. So far we've helped 2,170 people across 10 sites. People have said it’s great to see the ATO out and about in the community. Find out more here.
    • Deductions captured by Individuals in 2015-16 through myDeductions in the ATO app, can be uploaded to myTax to complete their tax return. So far, 33,000 people have used this option.

    Business:

    • We are helping business make better informed decisions about their tax affairs by issuing 3 new taxpayer alerts highlighting our concerns with higher risk tax arrangements and behaviours. These include:
      • Thin capitalisation,
      • Offshore permanent establishments, and
      • GST and Multinational Anti-Avoidance Law (MAAL).

    Self-Managed Super Funds (SMSFs):

    • We have created a single entry point for SMSF Trustees and professionals to engage with us. Through this point they can more easily identify and fix regulatory and income tax issues. So far 17 issues have been disclosed to us. Find out more here.

    Tax Professionals:

    • We've made changes to the Client Communication List (CCL) descriptions to make it easier to identify the purpose of the communication and what action is required. Find out more here.

    All Clients:

    • It's now easier for all clients to finalise a deceased estate thanks to improved processes, including:
      • a simple checklist for those in charge of overseeing an estate,
      • a ‘ deceased estate’ option on our phone menu, and
      • an easier process to notify the ATO of a death.

    We are designing

    Individuals:

    • We are exploring how to make advice and tools on deductions and offsets for Individuals easier. To do this we held:
      • interviews with clients who have used an agent or have self-prepared, and
      • workshops with 11 individuals and 6 tax agents

    Ideas from the workshops will be used to develop prototypes for testing.

    Public Business:

    • We’ve been talking with large accounting firms to identify the best practices of running large business and how they identify tax risks. We are including what we learn into our education activities and discussions with all business groups.

    Self-Managed Super Funds:

    • We are reviewing the SMSF statistical reports and working with stakeholders to find ways of increasing their value and usefulness for industry and the community.
    • We are working with SMSF software developers as part of the SMSF Online Services design to improve interactions and provide access to and management of ATO held data for SMSF Trustees and professionals.

    Software developers, Tax Professionals and Small Business:

    • Simpler BAS testing has started. The testing aims to identify the benefits and challenges associated with setting up and using the Simpler BAS bookkeeping solution. Find out more here.

    Coming up

    Individuals: Web chat and Screen share for myTax 2016 will be available later this year and will improve clients' online and mobile experience when assistance is needed.

    Other news

    All Clients: The 2016-17 Every Year Counts documents that illustrate what we’re committed to delivering over the next 12 months to improve your client experience, have been released on ato.gov.au/reinventing. Information about our longer-term plans can be found in our ATO Corporate Plan 2016–17.

    Individuals: Can keep track of their super by creating or logging into their myGov account. Find out more here.

    Tax Professionals: Super Scheme Smart informs clients about retirement planning schemes we are concerned about. Find out more here.

    Read about the ATO Consultation Arrangements Report at 31 July 2016. Find out more here

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  • Delivering the future client experience - July update

    12 months ago

    Delivered in June/July:

    Individuals

    • myGov enhancements allow clients to use a registered email address as a username to login as an alternative to the system generated 8-digit user name.

    • MyTax replaced eTax from 1 July 2016 and is now the only way to lodge online directly with the ATO. MyTax is the quick, easy, safe and secure way to prepare and lodge your tax return online. It has been upgraded to do everything e-tax could do, including:

      • use myTax even if you have investments, rental properties or capital gains, or if you run a small business.

      • pre-filling information provided to... Continue reading

    Delivered in June/July:

    Individuals

    • myGov enhancements allow clients to use a registered email address as a username to login as an alternative to the system generated 8-digit user name.

    • MyTax replaced eTax from 1 July 2016 and is now the only way to lodge online directly with the ATO. MyTax is the quick, easy, safe and secure way to prepare and lodge your tax return online. It has been upgraded to do everything e-tax could do, including:

      • use myTax even if you have investments, rental properties or capital gains, or if you run a small business.

      • pre-filling information provided to us by employers, banks and other government agencies – making it easier to complete your tax return.

    Business

    • We have been working with the small business community, the Council of Small Business Australia, industry specialists and Beyond Blue to develop the following initiatives to further support small business owner experiencing mental health concerns:

      • guidance on assistance available for small business owners and their support networks

      • YouTube video providing scenarios and ATO response, and

      • training for ATO front line staff to better understand mental health issues.

    • A fillable TFN Declaration form can now be downloaded from ato.gov.au. The form can either be filled in on screen or printed out and completed by hand.

    • A Depreciation and Capital Allowances Tool is available for businesses to work out depreciation claims online. Find out more here

    Privately owned and wealthy groups

    • To provide clients with certainty regarding their tax obligations, we have provided over 34,000 assurance notifications for income tax and 7,500 assurance notifications covering both Income tax and GST. Find out more here

    Tax Professionals

    • The Practitioner Lodgment Service (PLS) is now the main lodgment channel for tax professionals. The PLS is Standard Business Reporting (SBR)-enabled and is designed to offer real-time transactions with the user and allow for more functionality than before. We will provide additional support and time for Tax professionals to transition to PLS. Find out more here
    • We co-hosted a webinar with the Australian charities and Not-for-profits Commission (ACNC) on ‘Applying for Deductible Gift Recipient (DGR) endorsement’. The webinar was in direct response to community requests for clarity on the process of applying for DGR endorsement and the roles that both the ACNC and the ATO play in the DGR endorsement process. Find out more here

    We are designing

    Not for Profit:

    • We have been working with Australian Charities and Not-for-profits Commission (ACNC) and key internal stakeholders to progress the “report once, use often” framework through the integration of ATO and ACNC ancillary fund reporting.

    • This solution will allow these funds to report once and have that information shared jointly by ATO and the ACNC. A new integrated reporting process will roll-out in late August with joint ACNC/ATO marketing planned for August/September. Changes to supporting procedures and systems are currently being designed.

    Coming up:

    • Following the success of the Canberra and Brisbane Small business Digital Showcases, further events are planned for Albury in early September. The events will provide guests the opportunity to experience all the digital products currently available for business as well as soon to be released products. The showcases will include:

      • ATO staff from the local region as well as staff from other government agencies.

      • business guests including local small business owners, industry group representatives, agency representatives and tax professionals.

    The benefits to business will be highlighted by practical demonstrations and conversations promoting our range of digital services for business.

    Other news:

    Transition of Reinventing to ATO external website

    Information on our Reinvention journey has moved to ato.gov.au.The new ato.gov.au location will host the most important information on Reinvention, our Blueprint, highlights of our 2015/16 achievements and importantly our 2016/17 Every Year Counts(EYC) which highlight our priority commitments for 2016/17. Our new EYCs will also be published with the ATO Corporate Plan in early August.

    SuperStream:

    To support small business, the ATO will provide compliance flexibility to small businesses that are not yet SuperStream ready until 28 October 2016. Find out more here

    Alex - ATO’s Virtual Assistant:

    Since deploying Alex on 29 February, through to 30 June 2016, she has had over 272,000 conversations with clients, and resolved 75% of queries on first contact.

    myDeductions app:

    We have had 27,332 individual clients upload myDeductions data as at 29 July.

    Cloud Authorisation & Authentication:

    More than 6,000 clients are now using the ATO’s Cloud Software Authorisation and Authentication solution within their software solutions, and a total of 580,000 messages have been transmitted since the project went live.

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  • Delivering the future client experience - June update

    about 1 year ago

    Delivered in May/June:

    Individuals:

    • Individuals in business can access government online business services (including the business portal) without an AUSkey by linking their ABNs to their personal myGov account. Find out more here.
    • We've made enhancements to the myGov inbox to make it easier for individual clients to manage their messages, including an improved search filter and the option to create folders.

    Privately owned and wealthy groups:

    • To provide clients with more certainty regarding their tax obligations, we have issued 34,000 assurance notifications for income tax and 7,500 assurance notifications covering both income tax and GST. Find out more... Continue reading

    Delivered in May/June:

    Individuals:

    • Individuals in business can access government online business services (including the business portal) without an AUSkey by linking their ABNs to their personal myGov account. Find out more here.
    • We've made enhancements to the myGov inbox to make it easier for individual clients to manage their messages, including an improved search filter and the option to create folders.

    Privately owned and wealthy groups:

    • To provide clients with more certainty regarding their tax obligations, we have issued 34,000 assurance notifications for income tax and 7,500 assurance notifications covering both income tax and GST. Find out more here.
    • We have issued 7,500 income tax profiles (a new version of the income tax risk report) to groups assessed by the ATO to be moderate risk. This includes 2,000 income tax profiles made available through the tax agents portal. The reports are used in our conversations with clients.

    Coming up:

    • Future enhancements to myGov will make it easier for Individuals to login by using their registered email address instead of the system generated 8-digit user name.

    • As part of our “show me what’ initiative, an extra 30 Pop Up offices will be launched in major shopping centres across Australia to help clients with our digital services

    Other news:

    Blueprint Refresh

    Design work is progressing across all of the new segments:

    Financial institutions as partners

    Insolvency Practitioners, and

    Financial Planners.

    Over the coming weeks we will be sharing the draft Blueprint content and other detailed reports with our stakeholders for feedback.

    Tax Professionals

    We are piloting three trial services with a small number of tax professionals commencing from July. These services are:

    Tailored lodgment program

    Client profile view, and

    Re-engagement of non-lodgers.

    Further information will be provided as the pilots progress.

    Single Touch Payroll (STP)

    Design consultation workshops were recently held with industry representatives and Treasury to talk about the design of STP and provide an opportunity to inform the future law design. Find out more here.

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