Future of the ATO’s
digital services
Presented by
Daniel Bamford
Assistant Commissioner
Australian Taxation Office
9 September 2015
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UNCLASSIFIED – Future of the ATO’s digital services
ATO approach to electronic service delivery
We recognise
digital service delivery
as a key enabler to
achieving national
objectives of
economic growth and
improved productivity.
We are
investing in a
We are
committed to
dedicated and
comprehensive
program of work that
will deliver
contemporary digital
services to the
community.
using whole of
government
approaches such as
myGov, and Standard
Business Reporting.
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UNCLASSIFIED – Future of the ATO’s digital services
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UNCLASSIFIED – Future of the ATO’s digital services
We want to make it easy
We want to integrate services
into the natural systems that
clients use every day - so that
reporting and payment
obligations become a by-product
of their other activities.
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UNCLASSIFIED – Future of the ATO’s digital services
How we’ll deliver services
As we increase our digital offering, we will develop new
services so they can be made available as either RETAIL or
WHOLESALE.
RETAIL = ATO
END USER
WHOLESALE = ATO
THIRD PARTY
END USER
We will offer retail services when it is deemed appropriate
and necessary to do so, or when there is no commercial
market demand for a wholesale option.
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UNCLASSIFIED – Future of the ATO’s digital services
We won’t do it by ourselves
We will collaboratively with
technology partners,
software developers and
tax practitioners to achieve these outcomes.
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UNCLASSIFIED – Future of the ATO’s digital services
This means:
• We will be engaging with you more frequently
• We will be seeking your expertise
• We will actively collaborate with you
• We are seeking a more deliberate partnership with you
• To deliver the best experiences for the community
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UNCLASSIFIED – Future of the ATO’s digital services
Delivering the future experience: retail
ATO app
› The latest release included a Business
Performance Check tool and a myDeductions
tool.
› A release currently scheduled for late September
will enable users to create their voiceprint via the
app use this to authenticate to access our online
services for individuals via the app (or the next
time they call our contact centres).
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CLASSIFICATION
UNCLASSIFIED––Title
Future
of presentation
of the ATO’s digital services
Personalise
Delivering the future experience: retail
myTax 2015
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UNCLASSIFIED – Future of the ATO’s digital services
Delivering the future experience: retail
ATO online services – Tax Time 2015 release
› In July, the ATO released a new suite of functionality via ATO online service for
individuals and sole traders, including:
‒ a personalised homepage.
‒ the ability to view accounts (balances and detailed transactions) and upcoming due
dates across income tax, activity statement and loan accounts.
‒ enhancements to payment functionality generally and payment plan functionality for
income tax
And...they can do it from a:
• PC
• tablet
• smart phone • smart TV
Available on Apple, Windows and Android
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UNCLASSIFIED – Future of the ATO’s digital services
Delivering the future experience: retail
Web chat expansion
› Real-time, online conversation with
an ATO customer service officer
who can provide guidance and
general information on particular
topics.
› Currently for small business
taxpayers on the Small Business
Assist page.
› Plans underway to expand web
chat to answer more enquiry types,
and also to make it available in in
the ATO’s authenticated
environment through ATO online
services.
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UNCLASSIFIED – Future of the ATO’s digital services
Delivering the future experience: retail
Virtual assistant (currently in ATO Beta)
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UNCLASSIFIED – Future of the ATO’s digital services
Delivering the future experience: wholesale
Existing Services Available in SBR
›
Non-Individual Income Tax Returns & schedules (incl. CTR and FBT)
›
Individual Income Tax Return lodge & pre-lodge
›
Payment Summaries
›
Taxable Payment Annual Report
›
TFN Declaration
›
Activity Statements
›
Prior year ELS returns
›
Consolidated Groups Notification
›
TFN report
›
Client Update (return not necessary, update details, update address)
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UNCLASSIFIED – Future of the ATO’s digital services
Delivering the future experience: wholesale
Future Delivery
October 2015 Delivery
Coming soon (1 October 2015)
• Individual Income Tax Return Pre-fill (myTax
2015 features)
• Income Tax Lodgement Status
• Business reports
• Client update (electronic contact,
relationship)
• Generic Account List, Transaction list and
Lodgement List
• Business reports (IT Client Reports, AS
Client Report, AS Lodgment Report)
• Private Rulings
• Direct Debit
• Payment Plan for Individuals & Sole Traders
December 2015 Delivery
Prior to July 2016 Delivery
• Suspended Individual Income Tax
Return duplicate check
• Lodgement deferral request
• Client Update (manage activity
statements)
• Client update – Financial Institution
• Payment Plans for non-individuals
• View outbound interaction history
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UNCLASSIFIED – Future of the ATO’s digital services
Delivering the future experience: wholesale
What we’re hearing from you
Vanilla
myTax
Pre-filling
of reports
for all
return
types
Client
list
updates
View all
outbound
correspondence
to client
Electronic
Notice of
Assessment
Practice
Migration
Service
Retrieving
prior
year/period
forms and
statements
View details of
various client
accounts
(such as
HECS/HELP/
SFSS, Super
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UNCLASSIFIED – Future of the ATO’s digital services
Questions?
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