Skip to main content
Using Find and Print to email, print or download multiple case citations (1:48 min)

This video shows how to use Find and Print to quickly download multiple law reports and unreported judgments in a court-ready format.

Case Law,
Getting Started,
Sharing

How to enter Australian Annuities and Superannuation Income Stream at Item 7

Error: CMN.ATO.GEN.XML01 - The message did not pass XML validation. Please contact your software provider.
The element 'AnnuitiesAndSuperannuation' in namespace...; or

Error: CMN.ATO.GEN.XML04 - A mandatory field has not been completed.
The element 'SISLumpSumArrearsPayment' in namespace...; or

Error: CMN.ATO.INCDTLS.000319 - Superannuation income stream lump sum in arrears amount details are incomplete.

Refer to the guide below if you see any of the validation errors above.

When claiming item 7 Australian Annuities and Superannuation Income Stream for tax offset amount as shown on PAYG payment summary, please complete ALL mandatory fields at item 7 worksheet. The mandatory fields are:

  • Pay Date (e.g. 30/06/2020)
  • 60Yr (refers to: Are you under 60 years of age and a death benefits dependant, where the deceased died at 60 years or over?)
    Y = The entity is in receipt of a reversionary superannuation income stream;
    N = The entity is not in receipt of a reversionary superannuation income stream
  • Tax deducted (enter $0, if nothing to claim)
  • Untaxed element (enter $0, if nothing to claim)
  • LSA-Untaxed element (enter $0, if nothing to claim)
  • Year (e.g. 2021)

For Australian annuity payments, the mandatory fields are:

  • Select type O - Australian Annuity payments
  • Tax deducted (enter $0, if nothing to claim)
  • Annuity gross

Please note, you won't be able to enter a description for type O - Australian Annuity payments.
 

How do I claim exempt foreign employment income

Complete the following fields in the item 20 worksheet:

  • Details of the foreign source income
  • Country
  • Exempt foreign employment income
  • Exempt foreign income tax paid
  • During the year did taxpayer own, or have an interest in, assets located outside Australia which had a total value of AUD$50,000 or more?

As per ATO's instructions and worksheet, exempt foreign employment income is not added to the assessable foreign source income (label E).
 

Journal Updates

Content updates

 Journals Talk

The following Journal update articles were posted originally in Journals Talk.

Date & Time

Start your organisation’s journey to TNFD-aligned disclosure of nature-related financial risks and opportunities with Practical Law’s new practice note

Content updates

On 18 September 2023, the Taskforce on Nature-related Financial Disclosures (TNFD) published its highly anticipated final recommendations for nature-related risk management and disclosure. Find out more about the TNFD recommendations and how to begin implementing them in Practical Law...

Date & Time

Commonwealth Statutes Annotations: Main work 2023

Content updates

New legislation information, case annotations and article references have been added to Commonwealth Statutes Annotations, including a note on Zurich Insurance Co Ltd v Koper (2023) 97 ALJR 614; [2023] HCA 25 under section 51 of the Constitution.

Date & Time

Introduction to Caselaw

AEDT
30 Minutes
By Jacqueline de Lacy

Learn how to efficiently locate cases by using citations, party names, keywords, or by legal topics using the Key Number system. Understand the KeyCite tabs to identify the status of a case, to see the citing references and authorities used, and if the case has any litigation...

Find out more