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  • Supported files

    Work out what statement and reports you can lodge, file formats you can use and what to do if you are a digital service provider (DSP).

    On this page

    Statements and reports you can lodge

    You can test and lodge the following statements using file transfer:

    • Annual investment income report (AIIR)
    • Business transactions through payment systems (BTTPS) report
    • Common Reporting Standard (CRS) report
    • Community housing provider (CHP) annual report
    • Compassionate release of super notification
    • Compassionate release of super notification for COVID-19
    • Country-by-country (CBC) report
    • Employee share scheme (ESS) annual report
    • Foreign Account Tax Compliance Act (FATCA) report
    • Local file and master file XML schema (LCMSF)
    • Payment summary annual report (PSAR, also known as EMPDUPE)
    • Payment variation advice (PVA) statement
    • Private health insurance report (PHIR)
    • Quarterly tax file number (QTFN) and Australian business number (ABN) report
    • Real property transfers report (RPTR)
    • Re-contribution of COVID-19 early release super amounts
    • Remittance advice and recovery notice (RARN)
    • Superannuation member contributions statement (MCS)
    • Tax file number (TFN) declaration
    • Taxable payments annual report (TPAR)
    • Transfer balance account report (TBAR)
    • Transfer of shares and units market participant (TSUMP) report
    • Transfer of shares and units listed entity (TSULE) report

    File format

    To lodge a statement or report electronically, you need to create a file from your software in a format and version supported by our systems.

    Most business managed software can produce files in the required format. The ATO product registerExternal Link provides a randomised list of commercially available software products, which have met the DSP Operational FrameworkExternal Link security requirements.

    All products in the register are authorised to use ATO digital wholesale services and send data directly to the ATO or via a Sending Service Provider. For help generating the file from your software, contact your DSP.

    You can't lodge scanned images or forms, screen prints, spreadsheets or word processing files (for example, .pdf, .doc, .xls, .jpg, .tif) through file transfer.

    When you submit your file to us, it will be validated to ensure that it complies with the electronic reporting specifications. This is sometimes referred to as 'flat file' or 'fixed record length' format. Files in XBRL file format will be validated to ensure they comply with the Message Implementation Guide.

    Software specifications for statements or reports

    Statement or report

    Specification your software must comply with

    Annual investment income report

    Versions 10.0.2,11.0.1, 12.0.0,13.0.0, 13.0.1 and 13.0.2

    Business transactions through payment systems report

    Version 1.0.1, 1.0.2 and 1.0.3

    Version 1.0 (XML)

    Common reporting standard report

    Version 1.0 (XML)

    Community housing provider (CHP) annual report

    Blank report template (XLSX, 30KB)This link will download a file

    Example completed report (XLSX, 31KB)This link will download a file

    Example ready to lodge (XLSX, 11KB)This link will download a file

    Country-by-country report

    Version 1.0.1(XML)

    Employee share scheme report

    Version 3.0.0, 3.0.1 and 3.1.1

    Foreign Account Tax Compliance Act report

    Version 2.0

    Payment summary annual report (also known as EMPDUPE)

    Versions 12.0.0, 12.0.1, 13.0.0, 13.0.1, 13.0.2

    Payment variation advice (PVA) statement

    Version 3.2.2, 3.2.3 and 3.2.4

    Private health insurance report

    Version 3.0.0, 3.0.1 and 3.0.2

    Quarterly TFN and ABN report

    Version 6.2.0 and 6.2.1

    Real property transfer report

    Version 1.0.2, 1.0.3 and 1.0.4

    Version 2.1 (XML)

    Re-contribution of COVID-19 early release super amounts

    Version 1.0.1

    Superannuation member contributions statement

    Versions 10.1.1 and 10.1.2

    Transfer balance account report

    Versions 1.0.2, 1.0.3, 1.1.3 and 1.1.4

    Taxable payments annual report

    Versions 1.0.0, 1.0.1, 1.0.2 (Version 2.0.0 and 2.0.1 accepted for 2018 and future years) and 3.0.0

    Transfer of shares and units - listed entities report

    Version, 1.0.2, 2.0.0 and 2.1.0

    Transfer of shares and units - market participant report

    Version 1.1.0, 1.2.0 and 1.2.1

    Version 2.0, 2.1 (XML) and 2.1.1

    TFN declarations

    Versions 2.2, 2.3.1, 3.0.0, 4.0.0, 4.0.1 and 4.0.2

    Test facility for software developers

    If you're a DSP, use our file transfer test facility to validate and test files:

      Last modified: 02 Jun 2022QC 26853