Show download pdf controls
  • Lodging the AIIR

    You can lodge your Annual investment income report (AIIR) online using:

    You can make it easier for your clients to lodge their tax returns by lodging your AIIR early. As soon as we've processed your report, we'll use the information to pre-fill your clients' tax returns.

    On this page:

    How to lodge

    Your lodgment options depend on the size of the AIIR:

    Investment bodies with their own software

    Investment bodies that develop software in house or use the services of a commercial digital service provider can compile a data file and lodge it using the file transfer facility in Online services for agents or the Business Portal.

    This method is available to all investment bodies and must be used by funds with more than 1,000 investments to report.

    Your data file must comply with the Annual investment income report (AIIR) electronic reporting specificationExternal Link.

    Investment bodies with fewer than 1,000 investments

    If you have fewer than 1,000 investments to report and do not report farm management deposits, you may use the Annual investment income report (AIIR) spreadsheet templateExternal Link which is recommended or PC-based spreadsheet software and lodge it through the mail option in Online services for agents or the Business Portal.

    If you develop your own spreadsheet template it must comply with the Annual investment income report (AIIR) PC spreadsheet specificationExternal Link.

    Spreadsheets submitted to us must not be password protected, encrypted or compressed into a zip file.

    Lodging your spreadsheet

    To lodge your spreadsheet, use the mail option in Online services for agents or the Business Portal:

    • create a new message
    • select topic: Lodge report
    • select subject: Annual investment income report lodgment – PC spreadsheet
    • for Online services for agents only, select enquiry type and client details
    • include the following detail in the message field 
      • registered name of investment body
      • investment body trading name
      • investment body ABN
      • investment body branch number
      • investment body address
      • period of report
      • contact name, telephone number and email address
       
    • attach the spreadsheet
    • send the message
    • on-screen confirmation will be provided once the message has been sent.

    We will undertake further quality checks and may contact you by return mail in the system you used or by phone.

    You can set up an email notification to alert you to new mail items.

    See also:

    Data quality checks

    We will examine errors found in the AIIR, such as incomplete investor identity information or incorrect 'types of payment'. We want to ensure high-quality investment information is available for pre-filling and compliance activities.

    If your AIIR contains errors, we may contact you to discuss the quality of the information supplied.

    Amending a report

    The Annual investment income report (AIIR) electronic reporting specificationExternal Link explain how to amend data that has been lodged.

    Nil returns

    If your investment body is not required to lodge an AIIR you can lodge a nil return via Online services for agents or the Business Portal using the AIIR electronic reporting specification or the AIIR PC Spreadsheet specification.

    See also:

    Last modified: 30 Jan 2020QC 50001