• Tax type details - by income tax 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 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 us.


     

     

     

    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.


     

     

     

     

     

     

    You can sort the transactions into either process date or effective date order by selecting the column heading.


     

     

     

    Transaction description


     

    Describes each transaction type.


     

     

     

    Debit amount


     

    The amount of a debit transaction. A debit amount is owed to us.


     

     

     

    Credit amount


     

    The amount of a credit transaction. A credit amount is owed by us.


     

     

     

    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 ‘Client account list’ screen.


     

     

     

    Back


     

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

    Payments

    How to pay 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’ located on the left navigation bar.

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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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© Australian Taxation Office for the Commonwealth of Australia

You are free to copy, adapt, modify, transmit and distribute this material as you wish (but not in any way that suggests the ATO or the Commonwealth endorses you or any of your services or products).