Trust income schedule

Request

The trust income schedule for a given year.

Security

Class_oAuth(Required scopes: fund.read)

Path

businessCodestringrequired

Class business code

Example:demo-business

fundCodestringrequired

Class entity code

Example:demo-fund

Query

yearinteger, (int32)required

Filters the tax report data by the specified financial year.

curl -i -X GET \
  'https://api.class-pie.com.au/api/1.0/f/demo-business/demo-fund/report-data/tax-reports/trust-income-schedule?year=0' \
  -H 'Authorization: Bearer <YOUR_TOKEN_HERE>'

Responses

Success (OK)

Bodyapplication/json

ErrorsArray of objectsrequired

Always an empty array on a successful response.

Example:

[]

DataSMSFAnnualReturn_TrustIncomeSchedule2024 (object) or SMSFAnnualReturn_TrustIncomeSchedule2025 (object)required

Any of:

Trust income schedule for FY 2024 including entity identification and the collection of distributions to beneficiaries.

Response

{
  "Data": {
    "PeriodStartD": "2023-07-01",
    "PeriodEndD": "2024-06-30",
    "TaxFileNumberId": "999999507",
    "IndividualTitle": "Mr",
    "IndividualSurname": "Doe",
    "IndividualFirstName": "John",
    "IndividualOtherGivenName": "Johnny",
    "NonIndividualName": "Demo Superannuation Fund",
    "AddressStreetNameAndNumber": "GPO Box 100",
    "AddressSuburbTown": "Brisbane",
    "AddressState": "QLD",
    "AddressPostcode": "4001",
    "AddressCountryIfNotAustralia": "NZ",
    "StatementOfDistributionToBeneficiaryCollection": [
      {
        "Id": "e20f30cd-625f-4495-8563-254415f14e95",
        "Code": "BEN-A",
        "AustralianBusinessNumberId": "12345678901",
        "AustralianCompanyNumberId": "123456789",
        "MiscellaneousInvestorReferenceNumberId": "REF-001234",
        "OrganisationNameDetailsOrganisationalNameT": "Example Trust",
        "IncomeTrustEstateIncomeShareA": 0,
        "IncomeTaxPayAsYouGoWithholdingCreditForAmountsWithheldFromForeignResidentsA": 0,
        "IncomeTaxFrankingCreditsReceivedFromNewZealandCompaniesA": 0,
        "IncomeTaxPayAsYouGoWithholdingCreditForTaxWithheldWhereABNNotQuotedA": 0,
        "IncomeTaxableMinorBeneficiaryA": 0,
        "IncomeDistributionFrankedA": 0,
        "IncomeTaxFrankingCreditsReceivedFromAustralianCompaniesA": 0,
        "IncomeTaxPayAsYouGoWithholdingCreditForAmountsWithheldWhereTFNNotQuotedA": 0,
        "IncomeTaxPayAsYouGoWithholdingCreditForTaxWithheldFromCloselyHeldTrustA": 0,
        "IncomeCapitalGainsNetA": 0,
        "CapitalGainsTotalA": 0,
        "CapitalLossesTotalA": 0,
        "TaxConcessionCapitalGainsDiscountTotalA": 0,
        "TaxConcessionCapitalGainsDiscountAndSmallBusinessConcessionsTotalA": 0,
        "CapitalGainsNonConcessionalManagedInvestmentTrustIncomeA": 0,
        "CapitalGainsExcludedFromNonConcessionalManagedInvestmentTrustIncomeA": 0,
        "IncomeTaxPayAsYouGoWithholdingCreditForCapitalGainsWithheldFromForeignResidentsA": 0,
        "IncomeTaxAttributedForeignIncomeA": 0,
        "IncomeInternationalDealingsNetA": 0,
        "IncomeInternationalDealingsNetAIsLoss": false,
        "IncomeInternationalDealingsTaxOffsetA": 0,
        "TaxOffsetClaimNationalRentalAffordabilitySchemeEntitlementA": 0,
        "IncomeTaxExplorationCreditsDistributedA": 0,
        "IncomeSmallBusinessEntityNetA": 0,
        "Primary_BeneficiaryShareA": 0,
        "Primary_BeneficiaryShareAIsLoss": false,
        "Primary_NonConcessionalManagedInvestmentTrustA": 0,
        "Primary_ExcludedFromNonConcessionalManagedInvestmentTrustA": 0,
        "NonPrimary_BeneficiaryShareA": 0,
        "NonPrimary_BeneficiaryShareAIsLoss": false,
        "NonPrimary_NonConcessionalManagedInvestmentTrustA": 0,
        "NonPrimary_ExcludedFromNonConcessionalManagedInvestmentTrustA": 0,
        "EarlyStageVentureTaxOffsetTaxOffsetClaimNonRefundableOtherA": 0,
        "EarlyStageInvestorTaxOffsetTaxOffsetClaimNonRefundableOtherA": 0,
        "InternationalDealingsAssessableIncomeNonResidentBeneficiaryNonTrusteeA": 0,
        "InternationalDealingsAssessableIncomeNonResidentBeneficiaryTrusteeA": 0,
        "AnnualTrusteePaymentReportInformationIncomeTaxPayAsYouGoWithholdingCreditForTaxWithheldFromCloselyHeldTrustA": 0
      }
    ]
  },
  "Errors": []
}