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Please note – differences to the previous version are highlighted in yellowAction Item

Description Action by Status Update

26/09 – 01 Investigate whether we can provide a further breakdown of other form types and include activity statement lodgment statistics in the PLS take-up briefing

Gary Warne Open 28 September 2017 (out of session):The onboarding team and SIPO are working to update the SBR transmission reports provided by account managers to include industry total figures for comparison.

26/09 – 02 Explore the difference between VR.ATO.IITR.600015 and the corresponding ELS edit, and work with DSPs to determine a viable release date for PROD.

Craig WoodburnDoipayon HalderJoe Maxymenko

Open

26/09 – 03 Update the known incidents and lists page to ensure DSPs have visibility of the current issues.

Craig WoodburnMartin Mane

Open

12/09 – 01 The ATO to work out how we can best notify DSPs of functional issues within our current framework and seek feedback from a small group of DSPs before returning to the roundtable with a proposed solution.

Craig WoodburnDeanne McPaulMartin Mane

Open 26 September 2017:Craig, Deanne and Martin had a meeting last week and are working on a proposed approach that will be brought back to this group.12 September 2017:If you have any suggestions or would like to be included in our discussions, please email SIPO@ato.gov.au.

15/08 – 02 Distribute details of our approach to fix the issues with transactions involving cancelled ABNs to the group and broader DSP industry for feedback.

Craig WoodburnMartin Mane

Open 26 September 2017:The recommendation paper is now available. We have drafted the revised and new error messaging and will distribute it out of session for feedback.12 September 2017:We have split the position paper into two separate components – the first to deal with cancelled ABNs and the second to focus on the AUTH007 error. Our legal team has some concerns about the proposed solution for the cancelled ABNs, so we are working through the issues with them. We

External – IN CONFIDENCE 8 May 2023 SIPO@ato.gov.au

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Action Item

Description Action by Status Update

are taking a holistic approach with the AUTH007 error and will consult with all DSPs affected by the error. Once this work has been completed, we will be able to distribute the paper.8 September 2017 (out of session):An update will be provided at the next meeting.29 August 2017:The ATO has prepared a recommendation paper – this will be circulated out of session and added to the agenda for discussion at the next meeting.

23/05 – 01 Cancelled ABN’s coming out in pre-fill are blocking lodgments through the PLS channel and forcing agents back to the portals.

Craig WoodburnAnne Soe

Open 12 September 2017:The group agreed to keep this action item open until the issue is resolved to ensure we do not lose visibility.8 September 2017 (out of session):This is being covered as part of # 15/08 – 02. Can we close?29 August 2017:As above, this issue is covered by the mirco-group’s recommendation paper and will be discussed at the next roundtable.15 August 2017:Details available in the outcomes under agenda item 6.1 August 2017:As above, Craig Woodburn provided an update on progress thus far and next steps to the group.18 July 2017:As above, this item is connected to #09/05 – 04.11 July 2017 (out of session update):As above, this item is connected to #09/05 – 04.4 July 2017:As above, this item is connected to #09/05 – 04.20 June 2017:The ATO are still investigating the issue and once again,

External – IN CONFIDENCE 8 May 2023 SIPO@ato.gov.au

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Action Item

Description Action by Status Update

confirmed that there are no quick and easy fixes.In the interim, communications for scripts and a troubleshooting page are being drafted on workarounds for cancelled ABNs. An additional workaround has been identified to re-instate to the ABN (may need to be back dated), lodge the AS or CTR and then cancel the ABN again.6 June 2017:Outcomes from tomorrow’s stakeholder meeting focusing on the options available to work around this issue will be shared with DSPs so they can make an informed business decision regarding the possible workarounds (if any).2 June 2017 (out of session update):The ATO has held an initial meeting to discuss the issue and strategy going forward to resolve it. A number of options were identified that need further investigation as there is no easy fix however, a workaround has been identified in the interim. The group will meet again next week.23 May 2017:The ATO to investigate this issue (raised during discussions on #09/05 – 04).

09/05 – 05 The ATO to raise a change request (high priority) regarding the required changes to the backend to fix the generic nature of the 007 error (across the board).

Craig WoodburnAnne Soe

Open 8 September 2017 (out of session):The ATO is seeking to expand the scope of this work to also include improvements to SBR authorisation error messaging - more information will be provided at the next meeting.29 August 2017:The micro-group is recommending to divide the AUTH007 error into smaller, more detailed messages. This is covered in the recommendations paper to be discussed at the next roundtable. As the proposed fix will impact a range of stakeholders – SIPO will be undertaking some addtiaonl engagements.

External – IN CONFIDENCE 8 May 2023 SIPO@ato.gov.au

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Action Item

Description Action by Status Update

15 August 2017:Details available in the outcomes under agenda item 6.1 August 2017:Craig Woodburn provided an update on progress thus far and next steps to the group. If you have examples of scenarios where using the client TFN instead a cancelled ABN does not work, please provide them to SIPO@ato.gov.au by COB Thursday 10 August 2017.18 July 2017:Members were provided an update by Craig Woodburn. It was agreed that this topic will remain a standing agenda item until the issue is resolved.11 July 2017 (out of session update):The micro-group met on Friday 7 July to discuss the issue and have I identified a range of scenarios that require additional research to be undertaken (by Anne Soe). An update will be provided at the next roundtable.4 July 2017:Members were informed that a micro-group consisting of 3 DSPs (MYOB, Catsoft and Reckon) has been set up to validate our understanding of the issue and start to work through some possible remedies. An agenda item will be added to the next meeting to update the group following the first meeting scheduled for Friday 7 July 2017.6 June 2017:The ATO noted that an incident has been raised and formally recognised however, it is sitting on the backlog and will be actioned post 1 July due to Tax Time priorities.23 May 2017:The ATO is still investigating this issue as changes will impact all ATO systems. The SWS Run and Manage team are

External – IN CONFIDENCE 8 May 2023 SIPO@ato.gov.au

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Action Item

Description Action by Status Update

managing this incident (#INC000026195581) and members will continue to be updated on progress.9 May 2017:A change request will be raised for the 007 error to be more explicit about the reasons for the error e.g. cancelled ABN rejections should read differently etc. it was noted that DSPs have already shared a lot of information about this issue with the ATO however, further information can be gathered from Mike Behling (MYOB), Michael Wright (Sage) and Kelvin Newton (Xero), if required.

External – IN CONFIDENCE 8 May 2023 SIPO@ato.gov.au

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Action Item

Description Action by Status Update

29/08 – 01 Seek expressions of interest from DSPs wanting to be involved in the real-time analytics micro-group (method for doing this is still to be determined).

Sharna MaltmanMartin Mane

Closed 1 September 2017 (out of session update):EOI sent out to PLS roundtable members.

29/08 – 02 Follow up the incident already raised by MYOB regarding the new AMIT form for 2017 and the taxonomy not including the new version.

Craig WoodburnDanny Figueiredo

Closed 26 September 2017:The incident will be managed with their account manager as per the established process.12 September 2017:We have responded to MYOB, directing them to where the information is located in the taxonomy. A workaround has been provided while the conformance suites are updated. The conformance suite update is scheduled for 4 November 2017.

29/08 – 03 Alex to follow-up again with Ross Mikulinsky regarding the business instructions for the Country by Country initiative and provide a response back to Reckon (Kevin Johnson) as soon as possible.

Alex Barnes Closed 1 September 2017 (out of session update):Meeting held with DSPs, Account Managers, and the project team to work through the concerns and questions raised by DSPs.

15/08 – 01 Provide hypotheses about the reasons why tax agents are reverting to ELS based on feedback from engagement with agents.

Andrew WatsonGary Warne

Closed 29 August 2017:The ATO provided an update on this item during the business update – refer to agenda item 3.

15/08 – 03 Provide feedback on the value of the software developers alert in addition to the SBR system status updates to SIPO@ato.gov.au.

Digital Service Providers

Closed 29 August 2017:Feedback is yet to be received by the ATO – DSPs were reminded to please send any feedback through to the mailbox.8 September 2017 (out of session):No feedback has been received to date.12 September 2017:We did not receive any feedback.

External – IN CONFIDENCE 8 May 2023 SIPO@ato.gov.au

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Action Item

Description Action by Status Update

15/08 – 04 Work out how we can better communicate with the community on the activity statement G1 issue and other types of functional issues.

Craig WoodburnDeanne McPaulMartin Mane

Closed 29 August 2017:The ATO advised members that the G1 issue was resolved on Monday 21 August. In addition, the second issue associated with the revision of AS (and trends) was also resolved on Wednesday 23 August. It was noted that there may be a few residual AS lodgment issues occurring (a very small number and no DSPs have rasied this as causing problems to date) that are being investigated by the ATO. An agenda item added to the next meeting to discus the ongoing management of functional issues.

09/05 – 01 The ATO to share existing transitional messaging with members ahead of the next roundtable for their consideration (i.e. the Commissioner’s TIA speech and ato.gov.au article).

Deanne McPaul Closed 23 May 2017:ATO published the existing transitional messaging as requested on 19 May 2017.11 May 2017 (out of session update):

- Here is the Commissioner’s TIA Speech from 16/3/2017: https://www.ato.gov.au/Media-centre/Speeches/Commissioner/Commissioner-addresses-the-Tax-Institute---2017/

- Here is the link to the advice we are providing agents around PLS: https://www.ato.gov.au/Tax-professionals/Services-and-support/Working-online/Practitioner-lodgment-service/Changes-to-our-lodgment-services/

9 May 2017:ATO to circulate the Commissioner’s TIA speech the existing statement from the ATO on ato.gov.au regarding the expected TT experience this year.

09/05 – 02 The ATO to re-circulate the offer that has been made regarding the remission of penalties / extensions for late SBR

Gary WarneMichael Job

Closed 23 May 2017:ATO published (above) advice on 19 May 2017.11 May 2017 (out of session update):

External – IN CONFIDENCE 8 May 2023 SIPO@ato.gov.au

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Action Item

Description Action by Status Update

lodgements where people have tried to do the right thing.

Information regarding the ATO approach to providing concessions if difficulties are encountered that affect lodgment during the transition to the PLS is available on our website. The full details of how to request a PLS deferral, and the appropriate circumstances in which to do so, are also available on our website.9 May 2017:The ATO to circulate this out of session, ahead of the next meeting.

09/05 – 03 The ATO to develop a solution that provides practical tips on resolving key authorisation issues impacting the PLS transition as a single source of truth for Associations and DSPs.

Michael Job Closed 6 June 2017:The ATO has drafted this and will publish it to the software developers homepage within the next week for feedback. This will then be published to ato.gov.au for agents.1 June 2017 (out of session update):A draft product has been developed. The ATO is currently seeking internal technical feedback from stakeholders ahead of sharing this with DSPs.23 May 2017:Michael informed members that the development of a product is underway.9 May 2017:Michael to start to progress a solution that provides practical tips on resolving key authorisation issues impacting the PLS transition.15 June 2017 (out of session update):A draft practical tips document is now available for review and feedback. Additionally, a draft of the next version of the PLS user guide is also available for review.20 June 2017:DSPs were asked to provide any feedback to SIPO@ato.gov.au

09/05 - 05 The ATO to provide instructions on how Craig Woodburn Closed 23 May 2017:

External – IN CONFIDENCE 8 May 2023 SIPO@ato.gov.au

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Action Item

Description Action by Status Update

to download the taxonomy without using YETI and issue a communication on the alternative methods available while YETI is unavailable.

Instructions were shared via the SBR Service Desk and DSPs have been using an externally hosted Yeti application. More information available here:http://softwaredevelopers.ato.gov.au/Known_outages9 May 2017:The ATO to share these instructions ahead of the next meeting.

09/05 – 06 The ATO to send members reminder communications to developers on the compression for BPRP deploying into production on Saturday 27 May 2017 – one in the next few days and another, ahead of the deployment date to ensure they are aware etc.

Craig Woodburn Closed 23 May 2017:Sent to on Monday 22 May 2017 for immediate publishing. Keeping open until Saturday 27 May to confirm there are no issues.9 May 2017:The ATO to issue reminder communications – the first in the coming days and again, head of production deployment on 27 May 2017.

26/04 - 01 The ATO to review the error statistics report for PLS. currently, it does not contain the same type of detailed information on each type of error (i.e. how often an error happens) that was available for ELS and it does not capture the same year-to-date figures.

Chris ThorneCraig Woodburn

Closed 6 June 2017:The ATO advised DSPs that this item is already on the backlog however, due to Tax Time priorities it won’t be actioned until after 1 July 2017. A workaround is already in place – DSPs were asked to discuss this with their Account Managers. This issue will now continue to be progressed through existing BAU issue resolution processes.23 May 2017:Members were advised that although this is on the work plan it is still a couple of months away due to other priorities (e.g. Tax Time, system stability etc.). MYOB requested that the ATO review how reports are sent out to DSPs as they are currently too big for the email system to handle. Craig Woodburn agreed to amend the current delivery mechanism to fix this issue in the meantime until the larger reporting review / update can be actioned.

External – IN CONFIDENCE 8 May 2023 SIPO@ato.gov.au

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Action Item

Description Action by Status Update

9 May 2017:The ATO confirmed that due to other priorities in the past fortnight (i.e. SuperStream issues) this issue remains open. Developers highlighted the importance of this report (and what is contained within in it) being resolved before July 2017 and noted that at the moment, it is not working for what they require. The ATO will escalate the priority of this issue and provide an update at the next roundtable – information has already been provided to the ATO from developers. In addition, the issue of the size of the report was raised as it is getting to large to fit into an email message.26 April 2017:Xero raised this issue with the PLS error statistic report as it groups the message by the error ID. As a result, DSPs are unable to tell by error, how often a particular error is occurring. Andrew Sprankling (Xero) to provide more detail to Craig on this as a starting point.

11/04 – 01 Consider communications to mutual clients regarding their software experience this year.

Chris ThorneMichael Job

Closed 26 April 2017:The ATO advised that our PLS communication plan currently includes messages that recognise the uncertainties and possible delays to lodgment of forms as practitioners’ transition to the PLS. These statements are intended to account for any number of complexities or issues that arise during the transitional period. We recently (19 April 2017) re-issued an article to tax practitioners outlining the support available to them as they transition to the PLS. This includes the PLS deferrals service that is available for use by both tax practitioners and software developers, where a PLS or software issue prevents on-time lodgment. This item was closed with an agenda item added to discuss the feedback from developers in more detail at the next roundtable (i.e.

External – IN CONFIDENCE 8 May 2023 SIPO@ato.gov.au

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Action Item

Description Action by Status Update

developers advised they would prefer a blanket statement from the ATO regarding delays and impacts on their software as a result etc.).11 April 2017:Software developers requested communications from the ATO to help manage the situation with our mutual clients by explaining that the delay in specifications to developers may have potential impacts on the quality of software products.

11/04 – 02 The ATO will investigate the Tax Agent experience and their ability to prepare in advance and stack returns to assist with their peak July workload.

Andrew WatsonMichael Job

Closed 6 June 2017:The ATO informed members that the article has been published today and shared via the DSP newsletter. The ATO is confident that this will reach the intended audience. DSPs informed the ATO that they will provide a link to the article to their clients.1 June 17 (out of session update):Communications to practitioners outlining systems and return processing availability has begun. A new page outlining when return processing will commence for all lodgment channels was promoted with tax professionals in the newsletter of 31 May 2017. An article detailing ELS and PLS availability for processing, particularly in the period prior to 26 June, is scheduled for 7 June 2017.23 May 2017:ATO published (above) advice on 19 May 2017. DSPs expressed their concern with the ATO proposing a delay to the availability of ELS given the timeframes. Andrew Watson noted that given feedback from DSPs the ATO will include in communications to tax agents the difference in dates between ELS and PLS but reinforce that no 2017 returns commence processing before 26 June 2017. The ATO will look at how this can be targeted to the approximately 700 tax

External – IN CONFIDENCE 8 May 2023 SIPO@ato.gov.au

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Action Item

Description Action by Status Update

agents that lodge 2017 tax returns in late June.11 May 2017 (out of session update):The ATO advised that our focus for tax professionals is to avoid, wherever possible, differences between the ELS and PLS experience, for example where ELS is (or appears to be) offering a superior service. Therefore if the PLS for 2017 tax returns is not fully functional until mid-June, we will explore options to delay the availability of ELS until the weekend of 26 June.9 May 2017:The ATO advised that we are still tracking to the PLS plan on a page and noted that all ELS documentation has now been published (aside from anything that comes out in the budget release tonight).Developers raised concerns around agents not being able to undertake work in advance (as they have previously been able to do in ELS) as Chris Thorne confirmed that the ATO will release the PLS software into production in mid-June (date to be confirmed). Gary Warne will follow this up with Andrew Watson to understand / provide more information on what the change in process means agents.26 April 2017:Sandra Drummond advised members that the ATO has almost finalised the ELS 2017.3 release to be published later today (or tomorrow morning at the latest). These were published after the meeting and can be found here.Sandra also advised that the next planned release will be post-budget. Members were also informed that the ATO is planning to publish the end of year gateway schedule and the cross-check documentation early May 2017. As per the regular process, Sandra advised that ELS will be deployed over

External – IN CONFIDENCE 8 May 2023 SIPO@ato.gov.au

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Action Item

Description Action by Status Update

the June long weekend in Waymouth and Brisbane, with Sydney and Melbourne scheduled to follow from the weekend of 16 June 2017. It was noted that the ATO is on track with standard ELS delivery.Chris Thorne informed the group that although the ATO deploys ELS software (and accepts these) they are not processed until 26 June 2017. In addition, the ATO advised that we are still working on how we are going to do this in the PLS system – dates are not available at this stage but an update will be provided to members as soon as more information is available. The ATO is tracking to the plan on a page.11 April 2017:The production environment will be on line by 1 July 2017, but clarity is sought over when returns will start to be accepted.

28/03 – 01 The ATO to follow up on Mike Behling’s (MYOB) previous feedback to his Account Manager linked to action item #14/03 – 04.

Account Manager (Andrew Mohr)

Closed 5 April 2017 (out of session update):Mike's feedback has been considered and used to inform the recommendation for changes in the messaging around Client Updates28 March 2017:Mike Behling (MYOB) advised the ATO that he has already provided feedback on the messaging around Client Updates to his Account Manager (Andrew Mohr) – the ATO will follow this up and provide an out of session update.

28/03 – 02 The ATO to investigate the inclusion of Tax Agent ‘fall-back rates’ in the ‘on-track’ indicators data as developers are currently unable to see if their clients are switching back to ELS to complete lodgments.

Andrew WatsonGary Warne

Closed 11 April 2017:It is difficult to obtain data as we have no indication of whether agents switch from PLS to ELS temporarily or permanently. Indicative switching figures for March are:

CTR – 9% (back end issue may have contributed) IITR – 12.5%

External – IN CONFIDENCE 8 May 2023 SIPO@ato.gov.au

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Action Item

Description Action by Status Update

PTR – 7.6% Trust – 7.6%.

In addition, approximately 75% of agents have never used PLS (750 000 returns lodged since 1 July 2016, 7 000 agents using PLS and 300 new users per week). There was agreement that these figures should be monitored as the ELS switch off approaches and that we need to understand why agents are switching. This will be added to the agenda on a fortnightly or monthly basis as part of the update given by Andrew Watson28 March 2017:Mike Behling (MYOB) requested the ATO to include some on the information on the number of Tax Agents having to switch back to ELS within the ‘on track’ indicators data.

28/03 – 03 The ATO to provide the figures for PLS submission error rates that corresponds to the figures provided by Andrew Watson during in the Transition to PLS Targets agenda item on Tuesday 28 March 2017).

Andrew WatsonChris ThorneMick Ferris

Closed 11 April 2017:The PLS submission error rates for all of March and the period 1/7/16 to 21/3/17 are available5 April 2017 (out of session update):Authorisation and Back End errors are reducing. Refer to PLS Submission Error Rates28 March 2017:Xero requested the ATO provide information on PLS submission error rates. The ATO agreed to provide this information ahead of the next meeting.

28/03 – 04 Provide developers with the script for the next ‘Benefits of PLS’ video for their review and feedback.

Peter LechleinDeanne McPaul

Closed 5 April 2017 (out of session update):Members were sent the script to review via email today with feedback requested back by 19 April 2017 (2 weeks). As at Thursday 20 April 2017, only feedback from Thomson Reuters had been received by the ATO – action item closed.28 March 2017:The ATO advised members that the script for a follow-up video is being developed. This script will be shared with

External – IN CONFIDENCE 8 May 2023 SIPO@ato.gov.au

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Action Item

Description Action by Status Update

roundtable members for their feedback. An update to be provided at the next meeting.

28/03 – 05 The ATO to provide developers with information being sent out to tax agents on the steps for setting up their access and authorisations.

Peter LechleinDeanne McPaul

Closed 4 April 2017 (out of session update):Members were sent links to these via email today.28 March 2017:Developers requested to see the communications on setting up accesses and authorisations. This is to be provided out of session (SIPO to publish as part of the outcomes).

28/03 – 06 The ATO to provide an update on the Client Update fixes that were scheduled for March (i.e. information on the proposed deployment date and scope etc.).

Chris ThorneDanielle Welsh

Closed 11 April 2017:A TFN/ABN fix in EVTE is scheduled for 21 April 2017, with PROD to follow a couple of weeks later, and account managers and working with you to prioritise other client update fixes.28 March 2017:Mike Behling (MYOB) raised a concern regarding the expected Client Update fixes that were scheduled for March. The fixes were due this weekend but have been postponed due to the SAN work and new date has not been scheduled. An update on the proposed deployment date and scope etc. is to be provided ASAP.

14/03 – 01 Request for SBR taxonomy to be released on the same schedule as the updated ELS specifications (releasing 6 April 2017).

Chris Thorne Closed 26 April 2017:The ATO advised that these issues need to be managed on a case-by-case basis and as such, a standing agenda item has been added where members can raise any issues regarding efficiency and effectiveness of the current defect management process.11 April 2017:The ATO advised that every effort was made to release the SBR specifications, which are more complex than the ELS specs, as early as possible. ELS release 2017.3 is planned for ANZAC day and the PLS EVTE release on a page still holds.

External – IN CONFIDENCE 8 May 2023 SIPO@ato.gov.au

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Action Item

Description Action by Status Update

Software developers raised concerns about the impacts the timeframes would have on the quality of their software.28 March 2017:The ATO was unable to provide an update on this item as Chris Thorne was unable to attend. Mike Behling (MYOB) advised the ATO that this advice is required before the next roundtable (note release date 6 April 2017). The ATO committed to providing members with an out of session update ASAP.14 March 2017:To be followed up ASAP – before the next roundtable. It was noted that the SBR taxonomy and ELS specifications are on different release cycles. Chris to request SBR taxonomy to be released at the same time as the ELS specifications.

14/03 – 02 Incorrect validation information is being provided to developers by SBR – the ATO to investigate this.

Chris Thorne Closed 26 April 2017:As per action item #14/03 – 01, a standing agenda item has been added.11 April 2017:Software developers expressed frustration at the time taken to resolve SBR validation issues. The ATO is looking at error rates and how to improve through function testing, user testing and releasing draft specifications. Software developers are encouraged to work with their account manager as per established processes or contact Chris Thorne directly to ensure incidents are prioritised correctly and resolved with business areas.28 March 2017:(As above) The ATO was unable to provide an update on this item as Chris Thorne was unable to attend. An out of session update will be provided to members ASAP.14 March 2017:

External – IN CONFIDENCE 8 May 2023 SIPO@ato.gov.au

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Action Item

Description Action by Status Update

Kevin Johnson (Reckon) advised that there are several examples of SBR providing incorrect information to developers. Chris Thorne to review the process.

14/03 – 03 ATO to investigate consistency issues within forms.

Chris Thorne Closed 26 April 2017:The ATO advised that these issues need to be managed on a case-by-case basis and as such, a standing agenda item has been added where members can raise any issues regarding efficiency and effectiveness of the current defect management process.11 April 2017:Inconsistencies between ELS and SBR as well as differences within SBR itself should be referred to account managers as per existing processes. The SBR taxonomy is trying to harmonise across forms, but it will take some time. Joe Maxymenko will facilitate a discussion around the foundational issues affecting software developers and the transition to PLS at the next meeting. 28 March 2017:(As above) The ATO was unable to provide an update on this item as Chris Thorne was unable to attend. An out of session update will be provided to members ASAP.14 March 2017:Kevin Johnson (Reckon) advised that the Capital Gains schedule was one example however; more have already been provided to Yon Halder.

14/03 - 04 A review and update is required on the messaging around Client Updates as developers are getting negative feedback from their clients on this.

Gary WarneMichael Job

Closed 26 April 2017:Messaging published on Thursday 20 April 2017.11 April 2017:Feedback has been incorporated into the PLS user guide, which will be published soon.6 April 2017 (out of session update):

External – IN CONFIDENCE 8 May 2023 SIPO@ato.gov.au

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Action Item

Description Action by Status Update

Feedback provided by Mike Behling (MYOB) to his Account Manager will be incorporated in to an update of the PLS user guide that will be published to the ATO website shortly.28 March 2017:The ATO to follow up on the feedback already provided by Mike Behling and Peter Lechlein to provide an out of session update on this.14 March 2017:The ATO will review and update communications around the Client Update

14/02 – 01 To be discussed again POST 28 April 2016 – Microtax PVT process is having issues with a Fault From Agency error on the AS form. This issue was originally encountered in October 2016 PVT and is still present in the two PVT tests conducted on 30 January 2017.

Account Manager (Danny Figueiredo)

Closed 21 April 2017 (out of session update):Upon technical analysis by ATO eCommerce and IBM teams, the SwD will be required to implement changes to its PLS AS service. Due to TT17 priorities, AS development will be postponed until further notice.14 March 2017:Technical investigation still ongoing and waiting on upcoming BAS lodgment period (end of April) for further production lodgments from friendly tax agents. To be reviewed and discussed again after 28th April.28 February 2017:Danny advised that the ATO has been keeping Lex updated with the investigations from multiple IBM teams and that the PVT process is still causing a rejection error on the Activity Statement system (not SBR). The ATO is still trying to identify the problem. It was noted that it is most likely an issue with the XBRL payload. Lex has been informed of all the updates and we are currently waiting for one of his clients to submit their production PVT where we will be conducting extra monitoring by the backend teams to assist in identify the error. It was noted that Microtax is the only developer with

External – IN CONFIDENCE 8 May 2023 SIPO@ato.gov.au

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Action Item

Description Action by Status Update

this issue. Danny will confirm with Lex that he is comfortable with closing this action item off.14 February 2017:ATO to provide an update at the next meeting that includes an estimated timeframe for resolution (Danny to discuss with Chris and provide the update at the next roundtable.

14/02 – 02 Microtax signed up three new testers and requested DTS mailboxes two weeks ago – nothing has been received as yet.

Danny Figueiredo Closed 28 February 2017:Microtax DTF requests have been completed. The DTFs were delayed due to recent outages.14 February 2017:Account Manager to follow up on these requests ASAP.

31/01 – 01 Provide an update to the group clarifying the use of XBRL or XML for FBT 2017 either via email of through the TWG.

Mick Ferris Closed 14 March 2017:Clarification was given on Ann’s previous comment (“Anne advised the roundtable that XBRL will be the standard for 2017 but new services under development will be XML”) as Joe advised that while XML may be implemented for most future services, developers will be consulted on their preferred payload technology to use with regards to future services e.g. JSON, XML, and XBRL.The following feedback was provided by developers:1. Taxonomy presentation:

- They expect the taxonomy presentation introduced with FBT 2017 to be rolled out to remaining income tax forms for 2017 (e.g. CTR, IITR)

- Communications could have been stronger with regards to the taxonomy presentation introduced with FBT 2017.

2. XBRL vs. XML as a payload for existing income tax forms:- While some developers were content in adopting

XML as a payload for 2018, the majority would prefer XBRL to remain for the period given:

External – IN CONFIDENCE 8 May 2023 SIPO@ato.gov.au

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Action Item

Description Action by Status Update

- They’ve already invested heavily in XBRL, andThey would not like to see too many changes heading into 2018 due to the ELS shutdown.28 February 2017:Anne advised the roundtable that XBRL will be the standard for 2017 but new services under development will be XML. The ATO advised that this issue was raised with developers at the TWG and that it will likely remain an ongoing conversation with this group. As Joe Maxymenko has already been speaking to developers about this.14 February 2017:And update was provided at the roundtable. The ATO has requested the views of developers on their priorities for which forms should be transitioned.

13/12 – 01 Review the PLS service integration to AM mapping document.

Software Developers

Closed 31 January 2017:No feedback provided.17 January 2017:Will be reviewed at the meeting 31 January with comments invited in advance

13/12 – 02 Review the document SBR system errors – response options for software developers .PDF.

Software Developers

Closed 14 February 2017:Feedback received – linked to item #13/12-02.17 January 2017:Will be reviewed at the meeting 31 January with comments invited in advance.Post Script: Feedback received 13/12/2016 by email from Catsoft, including:

- Note that the re-try options are for systems with auto-retry capability, not manual ones.

- Suggestion to “pigeon-hole” returns with EM errors for remediation.

13/12 – 03 Provide information on ABSIA work and Joe Maxymenko Closed 28 February 2017:

External – IN CONFIDENCE 8 May 2023 SIPO@ato.gov.au

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Action Item

Description Action by Status Update

documents about cloud systems (CAA) linked to action item #29/11 – 05.

Debra Mitchell (ABSIA)David Field (ABSIA)

The final document was submitted to the ATO by ABSIA and key issues discussed in the STP Authentication session held on 9 February 2017, with Industry note, STP the main driver for the document). STP will now drive this piece of work with Michael Karavas as the key contact / owner. Michael will keep SIPO updated throughout and Joe will ensure the PLS Roundtable is kept informed.14 February 2017:Joe to provide an update at the next meeting.

13/12 – 04 Provide more information and update in 2017 on the Telstra IP closure communications plans.

Andrew Watson Closed 14 February 2017:An update was provided to the group. The standing agenda item will now be removed and added again when new information becomes available.31 January 2017:Refer to outcomes for Agenda Item 4.17 January 2017:ELS document A06_DIS_SBR.doc due for release in February contains information

13/12 – 05 Update specifications to indicate that more ELS-tagged forms can be used.

Ted SimesAnne Soe

Closed 28 March 2017:Andrew Watson provided an overview of the ATO’s ELS-tag position (this advice has been published for members – ELS-tag update).14 March 2017:Developers highlighted the need for this advice to be provided by the ATO in writing ASAP. Anne Soe informed developers that this information will be available in the ELS specs A06 document. Anne Soe has already drafted some advice and sent to Chris Thorne however, Chris requested that Ted Simes and Anne discuss this issue (as a priority) ahead of the next meeting as there was some frustration expressed by developers.

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Action Item

Description Action by Status Update

28 February 2017:Anne Soe has drafted the relevant advice. This currently sitting with Chris Thorne for clearance. Danielle Welsh will seek to progress this with Chris by the end of the week.14 February 2017:Developers requested written advice on the ATO’s position – Chris Thorne to draft and share.17 January 2017:The February 2017 version of the ELS document includes the wording.14 December 2016:Investigation identified that the forms that are available for transmission via SBR using ELS-tag format are listed in the ELS specification on the ELS software specifcations 2016 page (on the Software Developers Homepage). For 2016, see version 2016.7 (ZIP), then locate the Appendix in “A06_DIS_SBR.doc” in the sub-file (“2016.7_mc.zip”).As a result of the action, the 2016 and future year ELS specifications will be updated and annotated with words to the effect of: “The forms listed are those supported by the ATO. Software developers may find that other forms can also be lodged, at the discretion and risk of software developers. Note that some forms involving responses, such as requests for reports, are not likely to work”.

13/12 – 06 Provide clarity on what format the 2017 Simpler BAS needs to be transmitted.

Mick Ferris Closed 28 February 2017:Agenda item was discussed.14 February 2017:Agenda item to be added to the next meeting.31 January 2017Some details are still being worked through, pushing for a March 2017 release. No changes to the original plan at this

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Action Item

Description Action by Status Update

stage. An agenda item will be added to the next meeting to discuss Simpler BAS with the business area and roundtable members.17 January 2017To be updated at the next meeting.

29/11 – 01 Include “reporting errors” as a category in future incident listings (Follow up action from action item #01/11-02).

Ted Simes Closed 31 January 2017:There is a new reporting incidents tab in the incident lists spread sheets.13 December 2016:A new category “Data” has been added and will appear in future incident reporting.

29/11 – 02 Check if agents accessing a secure mailbox is still important to agents (follow up action item from #14/11 – 04).

Michael JobGary Warne

Closed 11 April 2017:The report was published on the website and the findings were summarised in the meeting.5 April 2017 (out of session update):Report to be finalised later this week and then shared with members.28 March 2017:Gary Warne provided an update on the ATO’s internal analysis of the use of the secure mailbox data. To date, the ATO has sent out 199 surveys to Tax Agents with 77% of responses thus far indicating that Tax Agents do see value in including secure messaging in their software. A final summary report will be prepared and shared at the next roundtable with members.14 March 2017:Members were informed that this item is still in progress.28 February 2017:The ATO advised that the consultation has now been approved and the questions developed (and signed-off). Agents to undertake the survey are currently being identified

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Action Item

Description Action by Status Update

with the survey expected to go out in early March. The ATO will be aiming for all feedback to be finalised by the end of March.14 February 2017:The ATO is ready to commence conversations with agents – more information on the timeframe for this will be provided at the next meeting.31 January 2017:Currently in the consultation stage with agents.17 January 2016:Planning is on track to consult agents.13 December 2016:Agents will be consulted early in 2017.

29/11 – 03 Produce a document to give advice about how to manage errors – This is in regard to the current state of generic errors like “EM0001 error- please try again”.

Craig Woodburn Closed 14 February 2017: Advice has now been distributed to developers.13 December 2016:A document SBR system errors – response options for software developers .PDF was provided with the agenda for the meeting of 13th December 2016. Action 13/12-02 Software developers to review and comment on the document.

29/11 – 04 Contact Ross Thompson regarding ELS extension matters.

Gary Warne Closed 13 December 2016:Completed.

29/11 – 05 Clarify messaging about when developers are required to implement Cloud Authentication and Authorisation (CAA) by addressing it as a document and future agenda item at the roundtable.

Yon Halder Closed 28 February 2017:Yon advised that all the discussions with Reckon in regard to when to use CAA have been completed.14 February 2017:A number of meetings have occurred over recent weeks. Reckon have provided some data to the ATO (Yon) however, more is still to be provided. Once all data has been received the ATO will be able to provide a response. Account Managers

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Action Item

Description Action by Status Update

were asked to assist in providing some clarity for developers.31 January 2017:Developers still seeking clarity around when CAA is required – ATO to provide a position on this.13 December 2016:Yon (Reckon Account Manager) has consulted with Reckon. Reckon and MYOB would like to see this closed with some document giving clarity about when CAA is needed. See follow up action item #13/12 – 03

29/11 – 06 Confirm publication of the details of the next Future and Services Meetings.

Gary Anderson Closed 13 December 2016:Completed These are advertised via the Software Services engagement page: Software services

14/11 – 01 Software Developers and ATO communications to work together to develop a common strategy.

Deanne McPaul (Future of the Tax Profession Working Group)

Closed 28 November 2016:ATO continues to consult with developers around the communication strategy and delivery of messages to support their client’s transitions; including through the fortnightly ATO-ABSIA roundtable. ATO has also kept developers up to date with messages delivered to practitioners through the Software Developers Newsletter and their account managers. ATO has provided opportunities for developers to give feedback on planned products on an ongoing basis. Mostly recently this has included video scripts for the ‘Benefits of PLS’ animation, as well as instructional videos for setting up Access Manager to use PLS.August 2016:Collaboration continues with software developers on communication planning and the development of products affecting their clients. This includes providing regular briefings and seeking feedback/suggestions for communication activities through the ABSIA-ATO practitioner lodgment service (PLS) transition roundtable, and seeking input from

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Action Item

Description Action by Status Update

software developers on draft products supporting the transition of tax professionals to the PLS, such as:

- PLS user guide- PLS checklist- PLS Helpcards- PLS Deferrals

This collaborative approach is being formally embedded in the overarching software developer audience strategy for 2016-17.

14/11 – 02 Issue a restatement of the ATOs policy re penalties, deferrals etc. where due to ATO technology failures / issues the practitioners are unable to lodge.

Colin Walker (Future of the Tax Profession Working Group)

Closed 28 November 2016:Promotion of the PLS deferrals process for tax practitioners is included in ATO’s general communication activities for PLS support products, including products published during October and November 2016.Speaking notes for presentations have also been updated to include a reinforcement of the ATO position when lodgment is impacted by system issues, particularly during the transition. These messages will be ongoing.August 2016:A new process has been established to allow practitioners and software developers the opportunity to request lodgment and payment deferrals caused by system issues during the PLS transition. This process ensures practitioners and their clients are not impacted by penalties or interest due to late lodgment due to system issues. Detailed instructions for when and how to use the new PLS deferrals process were published to the ATO website in July: Requesting a PLS deferral. A communication has issued to software developers to promote the process and promotion to practitioners will commence during August and September. This new process compliments

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Action Item

Description Action by Status Update

existing deferrals arrangements available to practitioners. It makes it easier to request short-term deferrals due to system issues or outages when forms are unable to be lodged electronically.

14/11 – 03 Provide clear messages that articulate the differences between ELS and PLS (integrated ATO and software developer perspective: what is changing, why is it changing, and what do agents need to do?).Source: Future of the Tax Profession Working Group (Peter Lechlein, Deanne McPaul and Lesley Slevin).

Michael Job Closed 28 February 2017:A link to the finalised video ‘Benefits of practitioner lodgment service’ was sent out to members on 21 February (via SIPO).14 February 2017:The recent outages have had an impact on the release of the videos however, they are in the very final stages and almost ready for release. Michael advised these will be available ASAP (likely to be next week).31 January 2017:The video is currently in pre-production and is expected to be made available mid-February 2017.17 January 2017:Planning is on track to release.13 December 2016:Video scheduled for late January 2017.29 November 2016:Video release pending.28 November 2016:Michael Job updated the group – the PLS Help Guide (includes the PLS help card) has been finalised and shared with practitioners and developers through our newsletters. In addition, a printed version of the help card has been provided to all practitioners receiving a visit from ATO engagement officers to assist in their transition to PLS.Following feedback provided by the Future of the Tax Profession Working Group, the first ‘Benefits of PLS’ video is currently in production. A second script is also in

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Action Item

Description Action by Status Update

development to continue outlining the changes and benefits of the transition to PLS.August 2016:Detailed web content, an online checklist and PLS user guide was co-designed with software developers and published to provide agents with clarity around the changes and what they need to do to transition from ELS to PLS.Communication products currently under development include a PLS Help Guide – a product requested by software developers to support agents (tabled at the 26 July 2016 meeting for feedback). Communications from late August will start focusing on messaging that focuses on raising awareness of the improved value proposition of PLS and how SBR-enabled systems will be the foundation for a greatly improved experience and service offering. This will be supported by a series of animated videos. The video will be the first in a series of messages that is intended to explain the differences between ELS and PLS, and outline the benefits of using PLS.

14/11 – 04 Investigate the possibility of agents accessing a secure mailbox for communicating with the ATO and their clients through the portal and/or their software.Source: Future of the Tax Profession Working Group (Chris Thorne).

Chris Thorne Closed 26 April 2017:The ATO advised that we are aware that there is a requirement to do this, however due to other priorities this will designed or actioned until post TT17 delivery.11 April 2017:A ticket will be raised and the possibility of providing a secure mailbox through PLS software will be investigated, but delivery is not expected before TT releases.29 November 2016:Software developers noted that a decision on this was up to agents and not developers. See follow up action item #29/11 – 02. ATO (Michael Job and Gary Warne) to check if agents’ accessing a secure mailbox is still important to agents.

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Action Item

Description Action by Status Update

13 December 2016:No update – pending result of action item #29/11 – 02.August 2016:The ATO is considering options around how this might be developed and delivered, and will be involving practitioners and software providers in the future. This will not be progressed further until the consideration is complete (update provided by Colin Walker).

14/11 – 05 Create software based case studies of PLS users (to challenge negative perceptions of PLS by exposing the real experience of agents already using SBR enabled software i.e. highlight good experiences to assist in building confidence in PLS for both agents and developers).

Lesley Slevin (Future of the Tax Profession Working Group)

Closed 28 November 2016:Based on feedback from practitioners and developers, ATO is aiming to avoid promoting features that are specific to individual software, and as such, do not believe that software-based case studies would be an appropriate communication product at this time.We will continue to promote the benefits of PLS and real experiences through our videos, speaking notes, webcasts and web content. If there are any software-specific case studies established through the engagement activities, we can share these with specific developers for them to promote with their users.August 2016:Measuring tax practitioner engagement with the new PLS transition commenced in mid-July 2016 through our PLS Engagement team’s telephone and site visit contacts with the tax practitioner community. Many practitioners are still in early stages of ‘transitioning’ to PLS. As a result, distinct persona groups and their practical experience with PLS are currently being established.We will begin to develop case study profiles from more comprehensive insights from late September for presentation

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Action Item

Description Action by Status Update

to the FTPWG, following continued engagements with transitioning agents.

14/11 – 06 Confirm with ELS take-on that ELS software lodgment permissions were at the level of Software Product and Form and Version (year).

Gary Anderson Closed 17 November 2016:Confirmed with ELS take-on.

14/11 – 07 Distribute (on 16th November to all PLS Transition Round Table Participants) a draft of the intended communications for Tax agents about the “extension of ELS”.

Deanne McPaul Closed 16 November 2016:Distributed to members via email.

14/11 – 08 Develop an action plan for software developers to be involved in the task force to redesign the Client Update (CU).

Craig Woodburn Closed 28 November 2016:Current CU issues will be managed by the incident process.CU redesign will be managed by the software services project.Software developers will be engaged for co-design through the software services group engagements.

14/11 – 09 Advise via SIPO or Account Managers of their interest to be involved in the task force to re-design the Client Update (CU).

Software DevelopersNicole Moutia

Closed 28 November 2016:Some software developers had submitted interest. Details will be provided to the software services team.Same as for action #14/11-08.

01/11 – 01 Investigate a concern raised by agents about having to give their staff lodge permissions for pre-fill and pre-lodge.

*Clarified 29/11 – to provide a mapping document showing the levels of access permissions for forms.

Anne Soe Closed 31 January 2017:In the absence of any feedback it was decided to close this action item.13 December 2016:An XLS document provided with the Agenda for 13th December confirms that pre-fill and pre-lodge functions are available under ‘View’ and ‘Prepare’ permission settings. This means that practitioners do not need to provide lodgment (or ‘Submit’) permission to allow staff to perform these functions. Information outlining the functions that sit within permission

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Action Item

Description Action by Status Update

groups (a simplified version of the attachment) will be will be added to existing Access Manager and PLS web content to guide tax professionals when setting permissions. Action: All developers were asked to consider the mapping document (see action #13/12-01).28 November 2016:The rules are that:

- A prepare permission allows a user to prefill (IITR) and pre-lodge.

- A submit permission allows a user to lodge, pre-lodge and prefill (IITR).

- The IITR Business Implementation Guide (BIG) will be updated in the next version to reflect this.

Mapping is being reviewed. Further action to provide mapping, showing the current levels of access for forms.14 November 2016:SwDs confirmed it is a problem for all forms if it is needed for a submitter to have lodge permissions for pre-lodge and pre-fill.

01/11 – 02 Check that the errors in the weekly performance reports sent to software developers have been captured and scheduled to be fixed.

Ted Simes Closed 31 January 2017:Currently looking at reporting data and its accuracy – will need to undertake a review going forward. Agreed to close item and add reporting incidents to the “Issues and Incidents” section of the agenda to ensure it remains on the radar.13 December 2016:Pending result of action item #29/11-01.29 November 2016:Investigations have not yet identified the fault – will report further next meeting. See follow up action below #29/11-01. ATO (Ted Simes) to include “reporting errors” as a category in

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Action Item

Description Action by Status Update

future incident listings14 November 2016:Reports are from same source as ATO internal reporting. As such they contain ATO-internal errors which don’t add up to the sum of SwD issues. A resolution to this mis-match is being investigated.

18/10 – 01 Identify the incident reported by Microtax (i.e. AS failures in production).

Craig WoodburnDanny FigueiredoLex Edmonds

Closed 13 December 2016:Fix has been applied to production, Microtax are now retrying troublesome transactions and will give further feedback.28 November 2016:Account Manager is keeping Microtax updated. SBR1 EVTE fix to the AS Façade & AS Listener bug has been deployed and production scheduled for 2nd of December. Once verified a fix and deployment for SBR2 will be conducted.14 November 2016:The ATO has scheduled production fixes for November for Activity Statement services in SBR1 and SBR2. Activity Statement issues were discussed at the Activity Statement roadmap meeting on 11 November 2016 with technical teams.1 November 2016:Software developers will be notified as soon as the fix is implemented and confirmed and Microtax will be able to resume PVT27 October 2016:Root cause has now been determined and a path of resolution is clear. ATO aim to deploy an emergency fix to production in the release of Friday 04 Nov. To be confirmed next meeting.

20/09 – 01 Software developers to provide feedback on confidence indicators.

Software developers

Closed 27 September 2016:Session at the software developer event on 27 September in

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Action Item

Description Action by Status Update

Sydney covered this summary of feedback:* Provide Raw data that supports the graphs* More detail/ breakdown for the outages/incidents* include Batch information* include comparisons like:

- Period vs YTD- Confidence level changes- SBR1 vs SBR2- Compare with ELS

* Include breakdowns by:- Form- Agent/use-type ( with anonymity)- Software Products ( with anonymity)

* FORMAT: - consider a suite of reports with a drill-down capability.

20/09 – 02 Review scripts for the Tax Practitioner forums.

Andrew Watson Peter Lechlein

Closed 30 September 2016:The speaker’s notes have been reviewed and do not currently provide details on Access Manager.

20/09 – 03 Inform schedule for the fix of the Activity Statement and Lodgment report.

Craig Woodburn Closed 30 September 2016:EVTE – expected to deploy to EVTE 7th October. A small taxonomy change is to be published as a draft to coincide with the deployment. PROD – Production deployment currently scheduled to coincide with EVTE deployment, Final Taxonomy due 20 October (dates dependent on positive testing / PVT).

20/09 – 04 Investigate incident regarding SBR1 and SBR2 validation of Trust Returns (MYOB).

Craig Woodburn Andrew Mohr

Closed 06 October 2016:This is being managed through the normal Incident Management process against INC 20675903 as a Proactive P3.30 September 2016:The issue is being investigated and narrowed down to the 2016 version. Account Manager will progress with MYOB.

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Action Item

Description Action by Status Update

20/09 – 05 Confirm where FBT fits on the 2017 schedule.

Mick Ferris Closed 28 September 2016:FBT was included in the PLS EVTE Release schedule for tax time 2017 V0.55 presented to the Services for Tax Practitioners event on 28 September 2016 and published to the eCommerce Schedules page.

09/08 – 01 Andrew Watson and Joe Maxymenko to finalise logistics of facilitating software developer involvement in the PLS steering committee late August 2016.

Andrew Watson Closed 27 September 2016:ATO advised ABSIA that the one-on-one senior executive engagements that are now occurring are the ATO’s preferred avenue for this. It was noted there are also other avenues e.g. Account Managers, Technical Working Group, Future of the Tax Profession Working Group and the Round Table Forum etc.20 September 2016:This action item was re-opened, Andrew pursuing how to progress.2 September 2016:The proposed meeting did not happen due to availability of some ATO leaders. Instead it is planned that senior ATO leaders will meet individually with software developers during September.

09/08 – 02 Jacqui and SIPO to coordinate adding draft communications to the Software Developers Homepage.

Jacqui Marchment

Closed 2 September 2016:This will be progressed through a broader communication and engagement strategy.

09/08 – 03 Account Manager for MYOB to follow up on progress of Activity Statement reports and Priority 1 issues.

Andrew Mohr Closed 2 September 2016:Progress on the ASLRPT’s is being reported to MYOB on a minimum weekly basis, more frequently if an update is available. Priority 1 issues are addressed in a weekly conference call. A workshop will be organised to identify the additional reporting requirement for MYOB with ATO areas and the SWD. A change request will then be raised by ATO areas for this work to be costed and scheduled.

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Action Item

Description Action by Status Update

09/08 – 04 Account Manager for SAGE to confirm if rollback to ELS for EFTRS is a possibility after lodgments via PLS.

Danny Figueiredo Closed 2 September 2016:Currently, if a Tax Agent subscribes to the EFT Report via ELS and then switches to SBR, the EFTRS in ELS will stop. Based on current SBR specification the report can only be delivered via one channel. If the agent then wishes to unsubscribe from SBR and to subscribe back to ELS a request can be placed via the SBR SD (and Account Manager), where a manual process can be performed (this has been tried with success). The agent essentially reverts back to ELS delivery the next time the report is requested. So yes, you can revert back but this is something the ATO will not be encouraging or advertising it – it will be treated as an incident request. Also note – the EFTRS report will not be available via ELS after 31/03/2017 and will only be available directly via SBR.

09/08 – 05 Explore what can be done for confidence build in ‘round trip’ for batch lodgements.

Craig Woodburn Closed 14 March 2017:Feedback has been received from Catsoft and Sage. The ATO is now working through this feedback.28 February 2017:Craig gave an overview of the different ways in which the data could be presented. It was decided to share these with developers for their feedback (this was sent after the meeting).14 February 2017:Draft figures have been issued. Craig to follow up on their publishing status – if they haven’t been published, they will be ahead of the next meeting.31 January 2017:A draft method of measuring has now bene established. Figures will be released out of session (ahead of the next meeting).17 January 2017:

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Action Item

Description Action by Status Update

The changes have gone into place, but system issues have prevented delivery of this. A copy will be provided ahead of the next meeting.28 November 2016:Confirmed status.14 November 2016:Confirmed status.1 November 2016:The ATO plans to have a sample ready for 13 December 2016.28 October 2016:ATO have determined that BBRP round trip times are quite complex and need to be calculated using different rules for each of the exchange patterns. For November 2016 round trip times will be published for the most popular pattern, the ‘Bulk and Batch 1 way / 1-way pull: Batch Async-Delayed and Bulk-Async-Delayed’. The timing provided will be a round trip time per transmission along with a number of transactions so that transaction level trip time figures may be calculated. Timings for other less popular patterns will be planned for December 2016 and January 2017.12 October 2016:The ATO have an enhancement in progress to introduce functionality to report on BBRP round trip times. The team are aiming to deliver this new measure by end of November.

26/07 – 01 ATO to arrange a version of the confidence indicators with some indicative data and explanatory notes.

Danielle Welsh Closed 31 August 2016:Based on feedback from software developers we have designed these indicators to report on the PLS. This is the first version of the lodgement indicators and will be tabled for feedback at the next PLS roundtable discussion. We plan to publish updated reports monthly, or as required.

26/07 – 02 Identify the incident number of the Craig Woodburn Closed 19 September 2016:

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Action Item

Description Action by Status Update

Microtax EVTE issue and ask Microtax’s Account Manager to verify the priority.

Danny Figueiredo For INC000019470986 (i.e. delays for ELS-tag prior years), analysis of the provided data and information supplied by Microtax and other software developers established that the design of BBRP for ELS-tagged forms is such that there is a delay before the validation report is received back from ELS processing.2 September 2016:All Activity Statement action items and CTR issues are closed with resolutions returned to Microtax (via their Account Manager).

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