Error: Assessment calculation code

Answer: Make sure to use the correct code (learn ATO code here), ie check the death date, beneficiary details.

Below example, the client died less than 3 years ago and will use Code 15  Deceased Estate - No beneficiary entitled and deceased person died, make sure no "Beneficiary" declared to the tax form.

Remove specified beneficiaries from the form. Please navigate to "Relationships" to unlink it. After that it will be available to remove beneficiaries manually on the form.


For deceased estate the appropriate codes are listed in table 12.3 ATO Link Here

Codes 15 16 17 only applicable when no beneficiary is presently entitled and should be only filled in appropriate section.