Open forums

An update from the ATO, Tuesday 8 AugustExternal Link

1:00 pm to 3:00 pm AEST

Lodgment deferral function in OSfA

• How lodgment deferrals work, which obligations are eligible, and when you don’t need to apply
• The new lodgment deferral function
• How to apply and where to find videos and guides
• What to do if you’re not satisfied with a deferral decision
• When a supported lodgment program can help

Fringe benefits tax update

• Motor vehicles and FBT exemptions – know the facts
  • electric cars exemption
  • exempt use of utes, vans or other eligible vehicles
   

Client verification - Tax Practitioners Board

• Why client verification is important
• Minimum requirements
• Required evidence
• Verifying documents
• Other considerations
  • clients without conventional identity documents
  • well-established clients
  • record keeping
   

An update from the ATO, Thursday 14 SeptemberExternal Link

11:00 am to 1:00 pm AEST

On-time lodgment performance

• What it is and how we calculate it
• How you can check your performance
• What happens if you don’t meet the benchmark
• Myth busting

Client-agent linking

• Overview of the client agent linking process, including
  • hints and tips for a successful agent-nomination process with a client
  • support material and processes for agents and clients
   
• Next steps for delivery rollout

Rental properties - common mistakes

• An overview of common rental property mistakes
• Interest expenses and apportionment
• Initial repairs

Lodge and pay

• Approach to debt and lodgment - lodgment and lodgment amnesty
• Payment plans
• Key messages

An update from the ATO, Wednesday 18 OctoberExternal Link

1:00 pm to 3:00 pm AEDT

Cyber security for tax professionals

• Data breaches – the importance of having a data breach response plan and how to protect and recover from a data breach within your practice
• ATO impersonation scam observations, education and awareness

Lodgment program due dates for income tax returns (Lodgment Education Program)

• About the 31 October, 28 February and 15 May due dates
• How and when to check your client’s due date
• Troubleshooting if your client doesn’t receive the due date you expect
• When to apply for a lodgment deferral

Reasonable care - Tax Practitioners Board

• What does ‘reasonable care’ mean?
• Your obligations as a registered tax or BAS agent
• Level of reasonable care required.
• Examples and case studies

eInvoicing

• What is eInvoicing?
• The government’s drivers for change
• The role of agents as key partners in the adoption of eInvoicing
• How eInvoicing can benefit agents, saving time and manual processing effort
• Steps for onboarding clients to eInvoicing

An update from the ATO, Tuesday 14 NovemberExternal Link

11:00 am to 1:00 pm AEDT

Small business

• Updates on budget announcements
• Key messages for the small business tax season
• Emerging topics of interest for small businesses and their practitioners

Capital gains tax - common mistakes

• An overview of common CGT mistakes
• Pre-fill
• Residency status
• Trader versus investor
• Reporting at correct labels

Lodgment program due dates for activity statements

• When lodgment program due dates are applied
• Why some activity statements may not be eligible
• How to check your client’s due date
• Troubleshooting if your client doesn’t receive the due date you expect

Lodge and pay

• Our approach to debt and lodgment
• Payment plans
• Key messages