requested the views of developers on their priorities for which forms should be transitioned. 13/12 – 01 Review the 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 . 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 documents about cloud systems (CAA) linked to action item #29/11 – 05. Joe Maxymenko Debra Mitchell (ABSIA) David Field (ABSIA) Closed 28 February 2017: 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
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. 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 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
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. 20/09 – 05 Confirm where FBT fits on the 2017 schedule. Mick Ferris Closed 28 September 2016: FBT was included in the presented to the Services for Tax Practitioners event on 28 September 2016 and published to the . 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