Accounting minutes, April 2011

Attachments

Attachment 1

Summary of action items

Open action items from previous meetings

Action item

100910/6 Issue concerning superannuation co-contributions statement of account dated 27 May 2010 where the end date for the period in question was listed as 31 Dec 99 (with a start date for the period as 18 Sep 09).

Status

On-going Peter Mack-Heaven The specifications for these statements state the end date for the period must equal the role end date. When the role is active, this date defaults to 31 December 9999. A change has been implemented to reduce any confusion by changing the year to four digits (to differentiate between the year 1999). A longer term solution of changing the end date to the period and not the role is being progressed. Response Carried forward to the next meeting.

Action item	221010/3 The ATO Director to be invited to the February meeting to discuss both the pilot for TFN applications involving Australia Post and also other related directions.
Status	On-going Deborah Stein Response David Allen invited to the June meeting.

Action item	221010/10 Peter has approached the area responsible for the appropriate AUSkey frequently asked questions page on www.ato.gov.au and asked about the review of these pages. Peter to provide a further update.
Status	On-going Peter Mack-Heaven Response Carried forward to the next meeting. The area responsible for the AUSkey frequently asked questions are reviewing feedback and will update the website in the new year. Peter will provide an update once the website is updated.

Action item	221010/11 Investigate the circumstances surrounding tax assessments being issued by which the ATO had taken 30% withholding tax for non-residents instead of 15%.
Status	On-going John Hurst Response John discussed the particular circumstances which involved a taxpayer, who indicated they were a non-resident for the income year, but were now living in Australia and provided an Australian address. John will continue to resolve this matter and report back to a future meeting. Thanks again to Rachael for bringing this matter to our attention.

Action item	031210/1 Raise the issue of incorporating valid country code checking with the Software Providers via the SILU Software Liaison Unit.
Status	On-going Peter Mack-Heaven (Michael Wade) Response Carried forward to the next meeting.

Action item	031210/4 With the new NOA\SOA form design, how many extra lines can be added but still keep it on two pages and how many will push it onto three pages?
Status	On-going Peter Mack-Heaven (Michael Wade) Response Carried forward to next meeting.

Action item	031210/5 Provide some further detail to Scott Hooper regarding the 13 enhancements, where they are not self-explanatory.
Status	On-going Scott Hooper Response Annamaria Carey invited to the October meeting to provide an update of Scott will seek further information from Annamaria Carey.

Action item	031210/8 Invite Murray Crowe to appropriate AWG meetings in 2011.
Status	On-going Deborah Stein Response Murray will now attend the August meeting.

Action items from this meeting

Action item 080411/1	On-going George Veloski / Peter Mack-Heaven Keep members informed of the proposed changes to the Franking credit refund form being progressed through the Lodgment Working Group.
Action item 080411/2	On-going George Veloski / Peter Mack-Heaven Keep members informed of the progress of changes to Tax Time 2012 with respect to changes to correct circumstances surrounding tax assessments being issued where the ATO had taken 30% withholding tax for non-residents instead of 15%.
Action item 080411/3	On-going Megan Fisher The developments of the Integrated Service Delivery project will be presented again to the members later in the year.
Action item 080411/4	On-going Bronwyn Du Mont Provide a statement of how final notices/prosecutions are notified to the client and is there any scope to include the tax agent at that time of notification so assistance can be provided.
Action item 080411/5	On-going George Veloski / Peter Mack-Heaven Investigate how tax agents detach themselves from a client. Members report that the 'unknown client' button on the portal is not working and the client continues to report to the tax agent.
Action item 080411/6	On-going George Veloski / Peter Mack-Heaven Changes to the wording for the 'PAYG instalment credit applied to your account' letter are to be progressed out of session.