Over the past few years, the ATO has been expanding it's data matching program to ensure compliance for taxpayers lodgments.

Currently the ATO is obtaining information from:

  • Banking Institutions (obtaining interest earned amounts)
  • Private Health Insurance Providers (obtaining annual statements)
  • Employers (Matching Taxable Payments Annual Reports to ABN Holders declared Income)
  • Share Trading Sources (Dividend Information)

Other key areas the ATO is targeting are:

Share Transactions

  • purchase / sale dates and prices
  • quantities of shares acquired or disposed
  • corporate actions affecting shareholders (eg. reconstructions)

The key area here is the ATO is ensuring all capital gains and losses are being disclosed in a taxpayers tax return.

 

Online Selling

The ATO will acquire online selling data to registrants who sold goods and services to an annual value of $12,000 or more from EBay.

They're looking to detect unreported income & identify those registrants operating a business but failing to meet their registration obligations.

 

Renting Out a Room

The ATO will acquire information from online platforms such as Air BNB.

Money earned from renting out a room in your main residence is rental income either through a lease or a sharing economy platform & must be included in your tax return.

While income must be declared, a portion of expenses can also be claimed.

CGT may also apply if a property was sold that was used to generate rental income.

 

Credit Card / Debit Cards

The ATO will continue to acquire data relating to credit and debit card payments to merchants such as:

  • AMEX
  • ANZ
  • Bank of Queensland
  • Bendigo & Adelaide Bank
  • CBA
  • Diners Club
  • First Data Merchant Solutions
  • NAB
  • St George Bank
  • Suncorp-Metway
  • Tyco
  • Westpac