1. Presented by Australian Taxation Office Future of the ATO’s digital services Daniel Bamford Assistant Commissioner 9 September 2015 UNCLASSIFIED – Future of the ATO’s digital services 1

2. ATO approach to electronic service delivery 2 We are committed to using whole of government approaches such as myGov, and Standard Business Reporting. We are investing in a dedicated and comprehensive program of work that will deliver contemporary digital services to the community. We recognise digital service delivery as a key enabler to achieving national objectives of economic growth and improved productivity. UNCLASSIFIED – Future of the ATO’s digital services

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4. 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. 4 UNCLASSIFIED – Future of the ATO’s digital services

5. How we’ll deliver services 5 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. UNCLASSIFIED – Future of the ATO’s digital services

6. We won’t do it by ourselves 6 We will collaboratively with technology partners, software developers and tax practitioners to achieve these outcomes. UNCLASSIFIED – Future of the ATO’s digital services

7. This means: 7 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 UNCLASSIFIED – Future of the ATO’s digital services

8. Delivering the future experience: retail CLASSIFICATION – Title of presentation 8 ›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). ATO app UNCLASSIFIED – Future of the ATO’s digital services

9. 9 myTax 2015 Personalise Delivering the future experience: retail UNCLASSIFIED – Future of the ATO’s digital services

10. 10 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 smart phone Available on Apple, Windows and Android tablet smart TV UNCLASSIFIED – Future of the ATO’s digital services

11. Delivering the future experience: retail 11 ›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. Web chat expansion UNCLASSIFIED – Future of the ATO’s digital services

12. Delivering the future experience: retail 12 Virtual assistant (currently in ATO Beta) UNCLASSIFIED – Future of the ATO’s digital services

13. Delivering the future experience: wholesale UNCLASSIFIED – Future of the ATO’s digital services 13 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)

14. Delivering the future experience: wholesale 14 December 2015 Delivery Suspended Individual Income Tax Return duplicate check Lodgement deferral request Client Update (manage activity statements) October 2015 Delivery 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 Coming soon (1 October 2015) Individual Income Tax Return Pre-fill (myTax 2015 features) Income Tax Lodgement Status Business reports UNCLASSIFIED – Future of the ATO’s digital services Prior to July 2016 Delivery Client update – Financial Institution Payment Plans for non-individuals View outbound interaction history Future Delivery

15. Practice Migration Service Vanilla myTax Delivering the future experience: wholesale 15 What we’re hearing from you Electronic Notice of Assessment Pre-filling of reports for all return types Retrieving prior year/period forms and statements View details of various client accounts (such as HECS/HELP/ SFSS, Super Client list updates View all outbound correspondence to client UNCLASSIFIED – Future of the ATO’s digital services

16. Questions? 16