• Tax Time update – 15 August 2017

    Table 1: Tax returns received – Year to date (overall), current year 2017

    Lodgment – Type and channel

    Overall year to date returns received as at 13 August 2017

    Current year returns received as at 13 August 2017

    Comparison – Current year returns received as at 13 August 2016

    Individual

    Electronic

    4,617,924

    4,202,669

    3,987,209

    Paper

    55,292

    42,210

    54,903

    Non-individual

    Electronic

    195,636

    84,759

    87,367

    Paper

    11,809

    8,180

    7,813

    Self-preparer

    myTax

    1,882,528

    1,763,533

    1,563,275

    Tax practitioner

    Practitioner Lodgment Service (PLS)

    828,874

    718,044

    112,212

    Electronic Lodgment Service (ELS)

    2,047,010

    1,750,955

    2,376,322

     

    Summary

    Overall year to date returns received as at 13 August 2017

    Current year returns received as at 13 August 2017

    Comparison – current year returns received as at 13 August 2016

    Electronic returns received

    Individual

    4,617,924

    4,202,669

    3,987,209

    Non-Individual

    195,636

    84,759

    87,367

    Total electronic

    4,813,560

    4,287,428

    4,074,576

    Paper returns received

    Individual

    55,592

    42,210

    54,903

    Non-Individual

    11,809

    8,180

    7,813

    Total paper

    67,101

    50,390

    62,716

    Tax refunds – Current year as at 13 August 2017

    Refunds issued     3,446,958

    Refunds issued ($m)   8,905

    Average refund ($)       2,583

    Telephony service standard performance as at close of business 13 August 2017

    From 1 July 2017 we have received approximately 1,160,682 inbound calls to general queues and 187,484 to tax practitioner queues and achieved service commitments of:

    • General taxpayer calls – 83% (YTD) of calls are answered within 5 minutes
    • Tax practitioner calls – 92% (YTD) of calls are answered within 2 minutes

    Latest contact centre reports show an average wait time of 26 seconds and an average handle time of 794 seconds in the tax practitioner queues.

    Tax Time messages for practitioners

    ATO Articles continue to be published to the Tax professionals newsroom with a key focus on supporting correct lodgment of tax returns. In August they covered, or plan to cover, the following topics:

    What might delay a return? – While we strive to maintain our service commitment, some tax returns may take longer to process. If this happens we usually need to review the details, contact you and where necessary, adjust the return. Find out how to avoid common errors and help prevent delays in processing returns.

    First year of income averaging – A new message will appear on the notice of assessment for primary producers when it is their first year of income for averaging calculations. We made this change because you told us it would be useful and to show when primary producers automatically re-enter averaging.

    Avoid common errors – There are some common errors that may prevent lodgment or delay processing of tax returns. Use our tips to help avoid:

    • incorrect client details
    • lodging duplicate returns
    • omitting income or information.

    Low income earners may need to lodge – If your client’s taxable income is under the tax-free threshold they may still need to lodge a tax return

    Tips and links

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    You can keep up-to-date with the latest tax time news by subscribing to the Tax professional newsletter.

    Next meeting

    The next meeting is scheduled for Tuesday, 22 August 2017 commencing at 11:00am (AEST).

    Last modified: 16 Aug 2017QC 53111