• Tax type details - by income year

    This screen allows you to view transactions that total the selected tax type or interest amount. The total of these transactions will be the same as displayed on the ‘Tax type summary’ screen.

    The amounts displayed relate to liabilities raised. They may not have been paid.

    Make sure that all activity statement obligations for the income year have been met before using the information to help prepare tax returns.

    The year will vary for different tax types. For example, a fringe benefits tax year is from 1 April to 31 March, and for goods and services tax the year it is from 1 July to 30 June. For income tax, the period is referred to as an income year and is usually from 1 July to 30 June. However, the income tax year may differ if a substituted accounting period (SAP) exists.

    Screen fields:

    Transactions relevant to the year <CCYY> income tax year (dd/mm/ccyy - to dd/mm/ccyy) 

    This displays the income year to which the transactions relate, as selected on the previous screen (‘Tax type summary’ or ‘Options for showing account information’).

    Process date 

    The date the transaction was processed by the Tax Office.

    Effective date 

    The date the transaction became effective on the account. For debit amounts, it will reflect the due date allowing for weekends and public holidays. For payment and credit transactions, it is the date the payment or credit was received or notified. This date is used for calculating the general interest charge (GIC) where applicable.

    Transaction description 

    Describes each transaction type.

    Debit amount 

    The amount of a debit transaction. A debit amount is owed to the Tax Office.

    Credit amount 

    The amount of a credit transaction. A credit amount is owed by the Tax Office.

    Cumulative total 

    The total of the transactions for the selected tax type or interest amount.

    Screen buttons:

    Account list 

    Select the Account list button to go to the ‘Account list’ screen.

    Back 

    Select the Back button to go to the screen from where you initiated the tax type summary details.

    Payments

    Payment options and methods provides you with information about how to make a payment.

    Account queries

    If you would like more information about an account, send us a message via ‘mail’ topic located on the left navigation bar.


Relying on our information - our commitment to you

We are committed to providing you with advice and guidance you can rely on, so we make every effort to ensure that what we give you is correct.

If you follow our advice or guidance and it turns out to be incorrect, or it is misleading and you make a mistake as a result, we will take that into account when determining what action, if any, we should take.

Some of the advice and guidance on this website applies to a specific financial year. This is clearly marked. Make sure you have the information for the right year before making decisions based on that information.

If you feel that our advice and guidance does not fully cover your circumstances, or you are unsure how it applies to you, contact us or seek professional advice.

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