SERR - Form Data CSV Ingestion Template Guide

Please see the table below for information on each field within the SERR Form Template, including which fields must be populated before ingesting to the Dashboard.

Please note: An Account must be created before ingesting Form Data. There should typically be a single row for each Account in the template; however, if the income applies to multiple postponed contribution reason codes, there may be a separate row for each contribution reason.

Please note: For more information on which fields are required for ingestion, please refer to this guide: SERR - Data Requirements

Field	Headers	Format	Example
Account ID	account_id	String	12345678
Quarter	quarter	Enum	Q1
Activity Code	activity_code	Enum	service
Activity Sub-code	activity_subcode	Enum	content_creation
Gross Income for Period (including GST)	gross_income	Dollar Amount (in AUD) > 0	10000
GST Amount Attributed to Total Gross Income	income_gst_amount	Dollar Amount (in AUD)	2000
Number of Activities	number_of_activities	Number > 0	1
Fees and Commissions (including GST)	fees_commissions	Dollar Amount (in AUD)	1000
GST Amounts included in Fees and Commissions	fees_commissions_gst_amount	Dollar Amount (in AUD)	200
Financial Account Type	financial_account_type	Enum	bank
Bank Account Location	bank_account_location	Enum	domestic
Financial Institution Provider Identifier	financial_institution_provider_id	String	123ABC
Financial Account Identifier	financial_account_id	String	12345678
Financial Account Holder Name	financial_account_holder_name	String	John Smith

Please see below for the enums available for each of the applicable fields.

Header	Enum
quarter	Q1
quarter	Q2
quarter	Q3
quarter	Q4
activity_code	service
activity_subcode	content_creation
activity_subcode	other
activity_subcode	skill_provisions
financial_account_type	bank
financial_account_type	online
bank_account_location	domestic
bank_account_location	international

Please note: There is a limitation of 500K rows for Form CSV data. If the file is larger than this limit, please split the file to successfully ingest the associated data.

Taxbit - Global Form Data CSV Templates - serr.csv