July 2025 Australia
Overview
This document outlines the final content changes included in this release. We recommend reviewing these changes to assess any potential impact on your existing data and business processes.
For any questions or further assistance regarding the Release Notes, please do not hesitate to contact Support ANZ:
- Phone:1800 074 333
Known ATO issues
This section outlines the current known issues related to ATO Efiling.
Please note that, in some instances, the instructions provided on the ATO website may differ from the official Efiling rulings.
Description | Raised | Solution available |
|---|---|---|
Error message ‘CMN.ATO.GEN.DUPLICATE ENTRY’ received when lodging company tax returns (CTR) with substituted accounting period (SAP). TOFA If you receive this error, remove the ABN from the return and attempt to lodge again. If you have attempted to relodge and still receive the error, please contact the Thomson Reuters Support Team who will ensure that a case is lodged with the ATO. | 2022 | N/A |
Validation received CMN.ATO.TRTAMI.000422. Details of resolution to follow. | Q2 25 | July 19th |
Validation received CMN.ATO.PTR.434000 “International Dealings Schedule is not required” A lodgment deferral can be requested from the ATO. | Q2 25 | TBC - July |
Error message “Fault from agency” received when lodging Partnership Tax Return with International dealings schedule. | Q2 25 | July 1st |
Additional information
This section provides important information to help you get the most out of the latest release. Here, you’ll find helpful tips, details on any additional steps you may need to take after upgrading, and a list of known issues that may affect your experience. We recommend reviewing this section carefully to ensure a smooth transition.
Description | Raised | Reported | Solution available |
|---|---|---|---|
All Printing | When changes are made to page breaks on upgrade it will not clear previous page breaks, in order to ensure to Printing correctly, please “Reset all Page Breaks” on the impacted sheets. Page breaks can also be removed and added to deliver desired printing results. | NA | NA |
Capital losses {A5} (Consolidated Company Tax) | Consolidation adjustments made in prior period block will not consolidate between groups. Workaround: Manually re-enter the adjustments at the ultimate group. | Q3 24 | Q3/4 25 |
Borrowing costs {BG} Business related costs {BH} | Deduction calculation is based on number of years, rather than the exact number of days. Workaround: manually convert the formula in write-off period column from number of years into days. Alternatively, use the adjustment column. | Q4 24 | Q3 25 |
Provisions – employee entitlements {BR} Provisions – other {BS} | Should only be used for balance sheet line items for Provisions current/non-current, however these are available to be inserted on other balance sheet line items. This is causing a duplicate row in the consol calc for the STI adjustments. | Q2 25 | Q3/4 25 |
TOFA losses {BW} Sundry DTL {BV2} (Company Tax) | On roll forward from Classic to NextGen, opening balances must be corrected manually due to signage discrepancies between Classic and NextGen. Follow instructions in each workpaper. BW – values must be entered as positives including losses. BV – values must be entered with natural signage. I.e. Credit for liabilities. | Q4 24 | NA |
Balance sheet audit trail {F3} Income statement audit trail {F4} | Lines are doubling up when both OCT and OTP are used. Workaround: Do not enter amounts in balance sheet and income statement when using OTP. | Q2 25 | Q3 25 |
Company Tax Return {RA} | On Question 5 Label A, the cell may remain blank on upgrade when should be displaying Yes/No selection. Please reset to system cell, if you are unable to complete then please contact support team. | Q2 25 | NA |
AU Company Tax, AU Consolidated Company Tax and AU Manual Forms updates
Worksheet | Description |
|---|---|
Statement of Taxable income {A} Company Tax | Updates made to display in final view |
Fixed assets – accounting/tax summary {C1} | Formulas updated on Disposal - Profit/(loss)/balancing adjustment/capital gain/(loss) column and Depreciation and deductions – Depreciation/(impairment) decline in value | Revaluation / impairment (-) column. |
Fixed assets – TEA proof {C4} Company Tax | Has been reviewed and updates made for incorrect formulas including “Other movement column has been updated to compare tax and accounting” In some cases where formulas might be missing, please insert both accounting and tax workpapers. |
Sundry DTA/DTL {BV} Company Tax | Updated to ensure Trial balance data is imported correctly into lead statement and/or workpaper correctly. |
Purchases and other costs {F7} Company Tax | Targets were removed with the previous update, this has now been corrected, and targets are once again available under Cost of Goods Sold in the Income Statement Expenses section. |
Temporary difference movement {T3} Deferred tax movement – recognised {T4} Company Tax | Updated to ensure prior used Classic line items are not being included in a roll-forward for NextGen to NextGen |
Company Tax Return {RA} | We have hidden the ATO warning for “Confirm whether taxpayer is a Significant Global Entity (SGE)” when Significant Global entity is set to true in the workpaper. It will still be displayed as a warning on EFM. |
Company Tax Return {RA} | Update to unused cell that was causing printing issues when foreign exchange applied. |
Beneficiary details {RB1} | Validation “Q58 Label I must equal Q23 Label Z” is appearing in some scenarios incorrectly |
International dealings schedule – Section D {RG3} | Updated Efiling fields for Question 35a – Labels H3a as previously was failing in some scenarios. |
International dealings schedule – Section H {RG5} | Updated Yes/No at Questions 53 to 58 to display blank when Question 52 is set to “No”. |
Reportable tax position schedule {RP} | Updated fields for “How many Category RPT’s are you reporting?” to be a manual entry field. |
NextGen to NextGen Roll forward
This section outlines the key steps required to complete the roll-forward process.
Please review these instructions carefully to ensure all necessary actions are taken. Following these guidelines will help you transition smoothly and avoid potential issues. If you have any questions or encounter any challenges during the roll-forward, our support team is available to assist you.
Please ensure all calculations are on the current versions for AUC and AUS prior to rolling forward. Some older versions of Nextgen had roll forward issues and may not roll forward correctly. If you believe the roll forward has not worked correctly try again after completing the following steps:
If calculations are on earlier versions, copy your dataset and use the Copied version to Roll-forward.
- Copy your prior period dataset and Upgrade the calculation
- In the Roll Forward calculation - Remove prior period calculation source and replace with the copied and upgraded dataset.
For issues with TEA
- Remove current period TEA – Save calculation
- Re-insert current period TEA, for Consolidated calculations ensure ALL TEA sub workpapers are reloaded
- Manage sources refresh – Refresh prior period
Please note below items currently under investigation:
- Statement of Taxable income {A}: The prior period comparative column might not roll forward all data.
- Trading stock {BE} and Other asset impairments {BF}: Roll forward is not working on these workpapers, has been resolved for future roll forward years.