Reporting requirements to self-assess income tax exemption

What the new reporting requirement means to the administration of NFP entities.

The annual NFP self-review return can be lodged using ATO online services.

The first NFP self-review return must be lodged for the 2023–24 income year and each subsequent income year.

The NFP self-review return can be lodged using ATO online services.

Non-charitable NFPs with an active ABN that self-assess income tax exemption must lodge an NFP self-review return.

Organisations that are not required to lodge an annual NFP self-review return.

How to prepare to lodge your first NFP self-review return.

Transitional support arrangements will be available if you need more time to meet obligations.

Contact us so we can work with you to address your lodgment obligations.

Stay up to date with reporting obligations and call us if you need help.