Activate "Adjustments" via manage section
For older form (2019)
Enter the date of arrival of new resident that is entitled for "A2 - part year tax free threshold" via "Adjustment" tab, select "Date the taxpayer became, or stopped being, an Australian resident this year" and "number of months eligible to part-year-tax-free-threshold"
For 2020 to present forms
Fill the residency start and end date via the front page of the form-
For client who is not a full year resident, make sure to set up the start and end date.
*ie Client started to be a resident last 1 Oct 2019 which covers 2020 financial year, tax form date setting will be -
In the subsequent year, it will not be required to enter the date, client will be in full year resident - "number of months eligible to part-year-tax-free-threshold"
ATO: A2 Part-year tax-free threshhold
Note: Residency start and end dates are equal to lodgment period. ie, if the client is Australian resident for full period then these fields should be removed and also number of months from “A2 Part-year tax-free threshold” should be removed too.
The "number of months eligible for part-year tax-free threshold" should be blank, since the taxpayer is an Australian Resident for the 12 months taxable period.
