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Release date—30 July 2020

Release notes

This is the second hotfix for AE/AO Tax 2020.0. This hotfix includes resolved issues from the first hotfix (AE/AO Tax 2020.0 52700068 hotfix) and resolves the following tax 2020 issues.

Previous hotfix issues

Resolved issues from Tax 2020.0 52700068 hotfix

Issues fixed in the first Tax 2020.0 hotfix (hotfix 52700068) are also included in this hotfix:

  • The validation errors/rejections in Income details schedule (INCDTLS). Make sure you relodge and redo the pre-fill for the affected return after installing the hotfix.

    To fix the error after installing the hotfix

    Relodge and redo the pre-fill for the affected return after installing the hotfix.

  • The Item 1 - Salary and wages and Item 24 - Other income estimate issues. You don't need to do anything after the hotfix install. The estimate will be generated correctly.

  • D5 and D9 Description not rolling over.
    To fix the error after installing the hotfix
    Follow the KB D5 and D9 Description not rolling over for steps.
  • Printing tax office copy of PAYG payment summary (for individuals).

  • In the Company tax return, unfranked dividends in Gross dividends schedule are showing as expense in the Other deductions worksheet.
  • In the SMSF:
    • Deductible expense (L1) in Gross dividends schedule isn't showing at Item 12 Other amounts Label L1. Instead, it shows the amount from Unfranked dividends.
    • The Property count field from Class Super couldn't be imported to the corresponding field in the tax return.
  • In the Distribution from managed fund (dim) worksheet (Individual tax return):
    • When deleting the worksheet, at item 20, the Foreign tax offset received from managed fund label is also cleared.
    • There was no validation test for the mandatory Number of account holders field. We've now implemented a validation test.
    • There was a rounding issue in the CFC income and Australian franking credits from an NZ franking company fields.

 PLS rejections

Resolved by MYOB (agency)

If the status of the tax returns with this error is still Rejected, relodge the return after the date the issue has been fixed.

ErrorThe error occursFixed on
CMN.ATO.IITR.730363on 2020 individual tax returns with business income.29 July 2020
CMN.ATO.IITR.730362on 2020 individual tax returns with business income.29 July 2020

CMN.ATO.GEN.XML03

"DividendsCollection.MiscellaneousInvestorReferenceNumberId
Hint: The Pattern constraint failed ****************115 "

if the dividends worksheet (div) is pre-filled from the ATO. The ATO is not accepting a value with the masking * character that they provided in pre-fill.27 July 2020
Http status code: 400-BadRequest. Message: Payload issue. Contact Supporton 2020 Client Update (CU) form.20 July 2020
CMN.ATO.GEN.XBRL01on 2020 company tax returns with R&D schedule.20 July 2020

CMN.ATO.GEN.XBRL01

on 2020 individual tax returns.06 July 2020

 

 

CMN.ATO.GEN.XML03
SummaryWhat's changed

CMN.ATO.GEN.XML03

"DividendsCollection.MiscellaneousInvestorReferenceNumberId
Hint: The Pattern constraint failed ****************115 "

Worksheet name: Dividends (div)

if the dividends worksheet (div) is pre-filled from the ATO. The ATO is not accepting a value with the masking * character that they provided in pre-fill.

MYOB (agency) fixed the issue on 27 July 2020. Relodge any return with the rejected status.

DividendsCollection.Regulatory
DisclosuresAccountHolderCt

Hint: The MinInclusive constraint failed eg value = "0"

Worksheet name: Dividends (div)

Field name: Number of Account holders.

If there's zero in the number of account holders field.

Zero is not a valid value.

You'll see an F3 validation error if you have no value or zero at the number of Account holders field. The value must be 1 or greater.

To fix the errors after installing the hotfix

  • If the dividend data was pre-filled from the ATO, delete the div schedule, re-enter the details, and relodge.
  • If the dividend data was manually completed by you, delete the div worksheet, complete, and relodge the return.

 

 

InterestCollection.FinancialInstitutionAccount
FinancialInstitutionAccountN

Hint: The Pattern constraint failed eg value = "****1365"

Worksheet name: Interest (int)

Field name: Financial institution name.

If there is a masking field * in the name.

You'll see an F3 validation error if you enter characters other than letters, numbers, space and . & ( ) ' - , * #

To fix the errors after installing the hotfix

  • If Interest data was manually completed by you with a * character, if you have a * in the financial institution field, you'll see an F3 validation error. Remove the * character, complete, and relodge the return.

"InterestCollection.FinancialInstitutionAccount
FinancialInstitutionNameT

Hint: The Pattern constraint failed eg - BENDIGO BANK A/C 1234 "

Example 2:

"InterestCollection.FinancialInstitutionAccount

FinancialInstitutionNameT
Hint: The Pattern constraint failed eg - JOAN + JOHN SMITH.

Worksheet name: Interest (int)

Field name: Financial institution name.

If there's a special character such as / or + in the Financial institution field.

Example 2 can happen from the ATO pre-fill.

You'll see an F3 validation error if you enter characters other than letters, numbers, space and . & ( ) ' - , * #

To fix the errors after installing the hotfix

  • Dividend/Interest data was pre-filled from the ATO, delete the div schedule, re-enter the details, and relodge.
  • dividend/Interest data was manually completed by you. Delete the div worksheet, re-enter the details and relodge the return.

 


Field contains invalid text (Description): Dit: The

Worksheet name: Foreign income (for) created from Distribution from Trusts (dit) or Distributions from Managed fund worksheet.

Field name: Description in the foreign income worksheet.

If there's a colon : in the description field.

You'll see an F3 validation for the tax returns created after installing the hotfix.

To fix the errors after installing the hotfix

If you have tax returns created before installing the hotfix:

  1. Go to the worksheet where you've entered the foreign income. For example, the distribution from Trusts or Distributions from Managed fund (dim).
  2. Press F6 to refresh the worksheet.
  3. Validate and lodge the return.

A field contains invalid data (such as letters in numeric or date field).

This error occurs you have special characters in any of these fields:

  • Dividends reference number
  • Government payments
  • Salary and wages
  • Payer's name/
  • ESS payer's name
  • Dividends company or trust
  • Managed fund name
  • Foreign income employer name
  • Foreign entity non-resident trust name
  • Foreign entity trustee or trustees name
  • Foreign pension or annuity description
  • Other foreign income description
  • Other income description
  • Partnership Name
  • Business income statement payer's name

You'll see an F3 validation error if you enter characters other than letters, numbers, space and . & ( ) ' - , * #

To fix the errors after installing the hotfix

  • If you have a + or / in the financial institution field, you'll see an F3 validation error. Enter the valid characters allowed in the fields, complete the details and relodge the return.

 

Individual tax return
Income details schedule (INCDLTS)

These errors are now implemented in the software so you can fix them before lodging and prevent ATO rejections.

INCDTLS worksheetValidationsWhat's changed
Australian Annuity Payment Summary (aap)
  • CMN.ATO.INCDTLS.000313
  • CMN.ATO.INCDTLS.000314
Validation tests implemented.
Business income statement and payment summaries (bip)
  • CMN.ATO.INCDTLS.000373

  • CMN.ATO.INCDTLS.000374

  • CMN.ATO.INCDTLS.000375

  • CMN.ATO.INCDTLS.000377

Validation tests implemented.
Consolidated trust distribution (ctd)
  • CMN.ATO.INCDTLS.000380
Validation tests implemented.
Distributions from partnerships (dip)
  • CMN.ATO.IITR.730461
  • CMN.ATO.IITR.730463
  • CMN.ATO.IITR.730475
After installing the hotfix, you'll now see an F3 validation error in the software.
Distributions from Managed Fund (dim)
  • CMN.ATO.INCDTLS.000163
  • CMN.ATO.INCDTLS.000165
  • CMN.ATO.INCDTLS.000248
  • CMN.ATO.INCDTLS.000250

  • CMN.ATO.INCDTLS.000251

  • CMN.ATO.INCDTLS.000255

  • CMN.ATO.INCDTLS.000256

Validation tests implemented.
Distributions from Trusts (dit)
  • CMN.ATO.INCDTLS.000381
    Non-primary production net income from trusts amount details are incomplete.
    This error occurs if the Share of label U Income related to the financial invest field is blank. You must have value 0 or greater.

After installing the hotfix, relodge the return.

 

  • CMN.ATO.INCDTLS.000384
    Franked distributions from trust amount details are incomplete.
    This error occurs if the Franked distribs relating to invest. field is blank.

After installing the hotfix, relodge the return.

 

  • V2626
    Other refundable tax offsets code is present and the amount of other refundable tax offsets is not completed or is equal to zero.
    This error occurs when there's a zero value at item T10 but no code present.

After installing the hotfix, you'll now see an F3 validation error in the software.

Refresh the worksheet at T10.

 

  • CMN.ATO.IITR.000387

  • CMN.ATO.IITR.730407

  • CMN.ATO.IITR.730413

  • CMN.ATO.IITR.730414

  • CMN.ATO.IITR.730415

  • CMN.ATO.IITR.730485

  • CMN.ATO.IITR.730486

  • CMN.ATO.IITR.730380

  • CMN.ATO.IITR.730381

  • CMN.ATO.IITR.730424

  • CMN.ATO.IITR.730425

Validation tests implemented.

Employee share scheme (ess)

  • CMN.ATO.INCDTLS.000367

  • CMN.ATO.INCDTLS.000368

  • CMN.ATO.INCDTLS.000369

Validation tests implemented.
Foreign pensions/annuity worksheet (fpa)
  • CMN.ATO.INCDTLS.000277
  • CMN.ATO.INCDTLS.000361

  • CMN.ATO.INCDTLS.000364
  • CMN.ATO.INCDTLS.000365
  • CMN.ATO.IITR.730088

  • CMN.ATO.IITR.730354

  • CMN.ATO.IITR.730355
  • CMN.ATO.IITR.730356

Validation tests implemented.
Foreign income worksheet (for)
  • CMN.ATO.IITR.730359
Validation tests implemented.
Interest income (int)
  • CMN.ATO.IITR.730377
    When the individual is an Australian resident for the full year, the Country of residence when the interest was paid or credited in the attached Income Details schedule must not be provided.

After installing the hotfix, you'll now see an F3 validation error in the software.

Multi rental property (RNTLPRPTY)
  • CMN.ATO.IITR.730215
Validation tests implemented.
Other income worksheet (oix)
  • CMN.ATO.IITR.730255
  • CMN.ATO.IITR.730257
  • CMN.ATO.IITR.730295
Validation tests implemented.
Salary and wages (egc)
  • CMN.ATO.INCDTLS.000005
  • CMN.ATO.INCDTLS.000011
Validation tests implemented.
Dividends worksheet pre-fill
SummaryWhat's changed
When pre-filling from the ATO to the Dividends worksheet, the company or Trust name field is pre-filling Account name instead of Organisation name from the pre-fill report.

When you do a ATO prefill after installing the hotfix, the account name will pre-fill correctly.

To fix the errors after installing the hotfix

For returns created prior to installing the hotfix, redo the ATO pre-fill and relodge the tax return.

Deductions schedule
Error code and summaryWhat's changed

DDCTNS.000215 - Other work related expenses amount must be provided.
If the mve description worksheet is incorrectly integrating to D5.

For any returns created after installing the hotfix, the mve descritpion will not incorrectly show at D5.

To fix the errors after installing the hotfix

For returns created prior to installing hotfix, refresh the D5 worksheet to remove the incorrect mve description.

Partnership and trusts
ErrorWhat's changed

CMN.ATO.RS.000143
Field incorrect format. Exceeds maximum digits and/or contains illegal characters.

This error occurs if when Number of weeks property was available for rent this year field is incorrectly populating a value of 100. This value cannot be more than 52.

For any returns created after installing the hotfix, you'll see the F3 validation if the number of weeks is greater than 52.

If you have multiple rental schedules, check the number of weeks in every schedule.

To fix the errors after installing the hotfix

For returns created prior to installing the hotfix, make sure the value at the Number of weeks property was available for rent is not more than 52.
Check this value in each schedule if you have more than one rental schedule.

Estimate issues

Estimate issues
IssueSummary
Small Business pool depreciation rate was incorrect.

We've fixed the depreciation rate to be 15% rather than 50%.

After installing the hotfix, generate the estimate again.

Study and loan repayment.

In Adj/Credits tab, if you've completed any of the labels under Study and loan repayment, you may experience the following issues:

  • the tax estimate is incorrect
  • the order of the debts repayment is not been applied.

After installing the hotfix, generate the estimate again.

Motor vehicle DCL limit.In the depreciation worksheet, Depreciation Calculation Limit (DCL) incorrect when selecting Motor vehicle. DCL value shows 59136 instead of 57581.
Lumpsum in arrears not reducing the Medicare levy surcharge.

When there's a Lump sum in arrears amount at salary and wages, foreign income, foreign pensions or foreign employment income worksheet, it was reducing income for Medicare levy surcharge (MLS) by any tax element of the lump sum.

After installing the hotfix, generate the estimate again.

Other fixes

Other fixes
  • Foreign currency exchange rates updated for 2020 financial year.
  • Non-individual tax returns: Dividend worksheet printing the correct company name.
Install guide

Read through this installation guide before you begin installing this update. It will help you plan the tasks required.

Prerequisites
  • You must have MYOB AE/AO version 5.4.35.161 installed.
    To check your current version, click Help on the main menu and select About.
  • Ensure you have administrator access to the server where MYOB AE/AO is installed.
  • Ensure all users are logged out of all MYOB programs.
Installing the hotfix

If you use series 8

You may see the error "This install is not required on your environment" when installing the hotfix.

This error occurs if you haven't run a workstation install after installing the Tax 2020.0 release (not this hotfix).

To fix the issue:

  1. Run a workstation install. See KB 29353: Running a Contacts or Client Compliance workstation setup?
  2. Continue with the hotfix installation steps below.

If you don't use Series 8, you don't need to do a workstation install in addition to the following installation steps.

  1. Go to my.MYOB and download the MYOB Tax Hotfix 52701915 - Installer file to your server location where you installed MYOB AE/AO.
  2. Double-click the executable to start the installation.
  3. In the Welcome to the InstallShield Wizard window, click Next.
  4. Select I accept the terms in the licence agreement.
  5. Click Next to install the utility.
  6. On the InstallShield Wizard Completed window, click Finish.
To confirm a successful installation
  1. Open a 2020 tax return.

  2. Select Help and choose About.

  3. Check that the version number is 2020.0a.
 
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