An issue has been reported in Reckon APS Tax 2019.3.0 where Tax Manager is incorrectly calculating the Preservation Age. This issue affects some 2019 Individual Tax Returns. The following error message is triggered:
VR.ATO.IITR.000089 Spouse's date of birth The spouse must be between preservation age and 59 at the time they received a superannuation lump sum payment where the taxed element has a zero tax rate.
The Product Manager reports that the specifications from the ATO are incorrect and will need to raise this with the ATO.
Update 2/9/19: This issue has been raised with the ATO and we are awaiting a resolution. The workaround in the interim is to lodge via paper.
Update 27/9/19: The ATO has announced they have completed testing on the External Vendor Testing Environment for this issue, and a production deployment has been scheduled. This means that APS will have the fix in its next release.
Update 28/10/19: The ATO deployed the fix to update the specifications on their system.
Update 07/11/19: This has been fixed by the ATO in the second October SBR specifications release. Please try Pre-lodge and then Lodge the return via Batch processing.
Update 25/11/19: This issue has been fixed in Reckon APS Tax 2019.6.0.