Valid ATO Tax Treatment Codes

This section documents the ATO validation for Tax Treatment Codes.

Key Validation Required for Tax Treatment Code (Submit Validation Rules)

• First two characters of the Tax Treatment Code must be one of the following: RT, RD, RN, AT, AN, AD, AP, SS, SM, SI, HR, HU, CT, CF, HF, WP, FF, NF, NA, DB, DV, DZ, VC, or VO.
• Third character of the Tax Treatment Code must be either S or X.
• When Study and Training Support Loan is provided in the third character of the Tax Treatment Code, the first two characters of the Tax Treatment Code must not be one of the following: RD, AD, AP, CT, CF, HR, HU, HF, WP, NF, NA, DB, DV, DZ, VC, or VO.
• Fourth character of the Tax Treatment Code must be one of the following: 1, 2, 3 or X.
• Fifth character of the Tax Treatment Code must be one of the following: H, F or X.
• Sixth character of the Tax Treatment Code must be one of the following: 0-9, A, or X.
• When Medicare Reduction is provided in the sixth character of the Tax Treatment Code as 0, the first two characters must not be SS.
• When the Pay/Update Date is after 30/6/2020, Tax Treatment Code must be provided.
• When Medicare Levy Surcharge is provided in the fourth character of the Tax Treatment Code, the first two characters must not be one the following: RD, AD, AP, CT, CF, HR, HU, HF, WP, NF, NA, DB, DV, DZ, VC, VO, or FF.
• When Medicare Levy Exemption is provided in the fifth character of the Tax Treatment Code, the first two characters must not be one the following: RD, AD, AP, CT, CF, HR, HU, HF, WP, NF, NA, DB, DV, DZ, VC, VO, RN, AN, or FF.
• When Medicare Levy Reduction is provided in the Sixth character of the Tax Treatment Code, the first two characters must not be one the following: RD, AD, AP, CT, CF, HR, HU, HF, WP, NF, NA, DB, DV, DZ, VC, VO, RN, AN, or FF.
• When the Tax Treatment Code is DBXXXX, a Cessation Type Code of D and an ETP Type Code of D, B, N, or T must be provided.
• When the first two characters of the Tax Treatment Code are VO or VC, an Income Stream Type Code of VOL must be provided.
• When the first two characters of the Tax Treatment Code are HR, HU or HF, an Income Stream Type Code of WHM must be provided.
• When the first two characters of the Tax Treatment Code are WP, an Income Stream Type Code of SWP must be provided.

 

The following Tables are directly from the ATO BIG and list all of the permissible Tax Treatment Codes as per the key validation rules detailed above.