Before you start
Before you lodge your report, make sure you have included all the information you need to include in your SERR report.
Who can lodge a SERR report
EDP operators can either prepare their own reports or use third-party software.
All reports must be submitted as valid XML files using the SETP XML Schema to be accepted as successfully lodged.
If a report is incomplete or incorrectly formatted, it may be rejected. Any errors must be corrected before re-lodging.
Your relationship officer will contact you with guidance on how to fix and resubmit the report if needed.
For the schema and technical details, refer to the SERR Technical specificationsExternal Link.
When you need to lodge your report
Electronic Distribution Platform (EDP) operators are required to report twice a year:
- 31 January – for transactions between 1 July to 31 December
- 31 July – for transactions between 1 January to 30 June.
Lodgment channels
EDP operators may also authorise an intermediary to lodge reports on their behalf. Refer to the appropriate ATO Online services lodgment channel for guidance:
Online services for business
If you're an EDP operator or an intermediary with an ABN, you must lodge via Online services for business.
What you need
You will need:
- a Digital ID (myID)
- authorisation via the Relationship Authorisation Manager (RAM).
See Set up your access to Online services for business.
Steps to lodge
- Log in to Online services for businessExternal Link.
- Select the Entity and ABN.
- Select File transfer under the Lodgments menu.
Online services for non-residents
If you're an EDP operator or an intermediary without an ABN, lodge using an ATO reference number (ARN) via Online services for non-residents.
If you're lodging for the first time, you'll receive an ARN after your registration is processed.
What you need
You will need:
- an AUSid account
- access to Online services for non-residents.
See Accessing and using Online services for non-residents.
Steps to lodge
- Log in to Online services for non-residentsExternal Link
- Select the ARN for the account you want to access.
- Select File transfer under the Lodgments menu.
If you're experiencing issues with AUSid, see Troubleshooting for AUSid.
Online services for agents
Tax agents representing an EDP operator can lodge reports via Online services for agents (OSfA).
What you need
You will need:
- a Digital ID (myID)
- authorisation via the RAM
- settings that meet the OSfA minimum system requirements.
Steps to lodge
- Log in to Online services for agentsExternal Link.
- Select File transfer under the Reports and Forms menu.
Validation report
Once your file is submitted, you’ll receive a receipt number (ATO reference) and a validation report. You can also choose to receive email notifications to stay updated on your report’s status.
If your report contains errors or fails to process, you’ll be notified with instructions to correct and resubmit it.
For more information, see: