OPS 2019/1 - Explanatory statement


COMMONWEALTH OF AUSTRALIA

Taxation Administration Act 1953

Explanatory Statement

General Outline of Instrument

1. This instrument is made under section 15-25 of Schedule 1 to the Taxation Administration Act 1953 (TAA).

2. The instrument makes the withholding schedules, specifying the amount, formulas and procedures to be used for working out the amount required to be withheld by an entity under the pay as you go (PAYG) system.

3. The instrument contains eleven withholding schedules. Each schedule provides information for calculating the withholding amount, taking into account the particular circumstances presented in the schedule.

4. This instrument repeals and replaces legislative instrument Taxation Administration Act Withholding Schedules 2018 - F2018L00973, registered on 29 June 2018.

5. Under subsection 33(3) of the Acts Interpretation Act 1901, where an Act confers a power to make, grant or issue any instrument of a legislative or administrative character (including rules, regulations or by-laws), the power shall be construed as including a power exercisable in the like manner and subject to the like conditions (if any) to repeal, rescind, revoke, amend, or vary any such instrument.

6. This is a legislative instrument for the purposes of the Legislation Act 2003.

Date of effect

7. The instrument commences on 1 July 2019.

What is this instrument about

8. These schedules set out the amounts, formulas and procedures to be used for calculating the amount required to be withheld by entities from withholding payments. The withholding schedules facilitate the collection of income tax, Medicare levy, Higher Education Loan Program, Student Start-up Loans, Trade Support Loans and Financial Supplement repayments.

9. Schedule 8 is being updated in response to the changes to various study and training support loan repayment arrangements. It replaces the current repayment thresholds and repayment rates with new ones, including a new minimum repayment threshold and repayment rate plus additional repayment thresholds and rates.

10. There are no updates to the remaining ten schedules which will continue to apply from 1 July 2019.

11. The purpose of this instrument is to provide certainty to payers about withholding correct amounts of tax on behalf of their payees, which then assists payees to meet their annual income tax liability. Payers are required to withhold and pay amounts of income earned by payees, at regular intervals, as it is earned during the year. The system for collecting these amounts is called the PAYG withholding system.

What is the effect of this instrument

12. The effect of this instrument is to support the PAYG withholding system, which provides a simple and convenient way for most people to meet their annual tax obligations as income is earned.

13. A number of groups rely upon the withholding schedules. They include employers, employees, professional tax advisers, payroll software developers, the Australian Taxation Office and payroll service providers.

14. This instrument also withdraws the earlier version of each affected withholding schedule to provide certainty to PAYG withholding payers with regard to their withholding obligations.

15. An assessment of the compliance cost impact indicates that the impact will be minor for both implementation and on-going compliance costs. The new instrument is of a minor or machinery nature.

Background

16. The PAYG system, introduced in A New Tax System (Pay As You Go) Act 1999, is a simple and convenient way for individual taxpayers to meet their annual income tax liabilities either through instalments or through withholding as their income is earned. This system aims to prevent large end-of-year tax bills for individuals. It also ensures that Government has the revenue it needs during the year to provide services and benefits to the community.

17. The TAA empowers the Commissioner to make withholding schedules specifying the amounts, formulas and procedures to be used for working out the amounts required to be withheld by entities. The TAA requires the Commissioner to make each withholding schedule publicly available.

18. Each withholding schedule is tailored to meet the circumstances of a particular class of payment or payee.

Consultation

19. The making and publication of withholding schedules is a routine part of tax administration.

20. Community consultation is not appropriate or reasonably practicable for this instrument. The amended withholding schedules ensure that amounts are withheld in accordance with thresholds which have been indexed according to the applicable legislation.

21. These schedules ensure that withholding rates will match the tax which will be payable when payees lodge their tax returns.

22. The ATO will provide the necessary information to payroll and software providers, and those employers who code their own in-house payroll systems, to ensure that they have sufficient time to update their software packages.

Statement of Compatibility with Human Rights

This Statement is prepared in accordance with Part 3 of the Human Rights (Parliamentary Scrutiny) Act 2011.

Taxation Administration Act Withholding Schedules 2019

This Legislative Instrument is compatible with the human rights and freedoms recognised or declared in the international instruments listed in section 3 of the Human Rights (Parliamentary Scrutiny) Act 2011.

Overview

This Legislative Instrument makes publicly available the withholding schedules updated in accordance with the pay as you go (PAYG) system. The schedules provide certainty to payers about withholding correct amounts of tax on behalf of their payees, which then assists payees to meet their annual income tax liability.

Human rights implications

This legislative instrument does not engage any of the applicable rights or freedoms because the new instrument is of a minor or machinery nature. The schedules set out the amounts, formulas and procedures to be used for calculating the amount required to be withheld by entities from withholding payments.

Conclusion

This legislative instrument is compatible with human rights as it does not raise any human rights issues.



Signed on 7 June 2019

James O'Halloran
Deputy Commissioner of Taxation

Legislative References:
Acts Interpretation Act 1901
The Act

A New Tax System (Pay As You Go) Act 1999
The Act

Australian Federal Police Act 1979
The Act

Family Law Act 1975
The Act

Higher Education Support Act 2003
The Act

Human Rights (Parliamentary Scrutiny) Act 2011
The Act

Migration Act 1958
The Act

Legislation Act 2003
The Act

Social Security Act 1991
The Act

Student Assistance Act 1973
The Act

Taxation Administration Act 1953
The Act

Trade Support Loans Act 2014
The Act

Veterans' Entitlements Act 1986
The Act

Higher Education Support Legislation Amendment (Student Loan Sustainability) Bill 2018
Bill

Education and Other Legislation Amendment (VET Student Loan Debt Separation) Bill 2018
Bill

Related Legislative Determinations:
OPS 2019/1