To claim foreign pensions or annuities using the item 20 worksheet, you will need:
The guide below will also resolve the validation error, CMN.ATO.GEN.XML04 - A mandatory field has not been completed.
The element 'ExemptForeignIncome' in namespace...
When claiming foreign source income and foreign assets or property at item 20...
Firstly, check the ATO's prefill did not import data into the item 24 category 1 worksheet for lump sum payment. If it did, please delete the worksheet.
Complete the two lump sum fields in the income worksheet (item 1 worksheet).
• Lump sum code
...
On item 7 worksheet, leave the type blank to be able to manually enter the tax offset at item T2.
Additionally, you can create a new line on the item 7 worksheet and skip to the offset column to enter the amount.
If you are receiving an error stating "All Licenses used" upon registering Software Assistant on various machines, it could mean that Software Assistant is registered on more computers than what was purchased.
If you have exceeded the license number...
This tutorial will go through setting up and lodging ASIC forms using the ASIC Register Assistant module.
This tutorial will outline the features of Practice Assistant.
Tutorial outlining how to setup and use client ledgers.
Tutorial outlining how to create and prepare tax returns and forms.
Software Assistant 2021 Tax Changes Webinar
Software Assistant 2023 Tax Changes Webinar
Software Assistant 2022 Tax Changes Webinar
