This new function enables the creation of the TFN LookUp (TL) and TFN Revision (TR) files for submission to the government.
The TL and TR files are populated with student data from the existing government snapshot tables and includes the student’s unencrypted Tax File Number.

Institutions receive an email from HEIMS, advising when records that have been submitted via either file have failed verification with the ATO. Records failing verification can be viewed online via the Higher Education Provider Client Assistance Tool (HEPCAT).

Student records are identified for submission years and periods by the following government snapshot processes:

• Create Government Submission Snapshot (STAJ0110)
• Create OS-HELP File (STAJ0160)
• Create SA-HELP File (STAJ0180)
• Create Government Revision Submission Snapshot (STAJ1610)
• Create VET Student Loans Submission Snapshot (STAJ8050)
• VET Student Loans Revision Submission Snapshot (STAJ8055)

For further information about Statistics processes, see the 'Understanding HE Statistics' (STAINTR3) Help page.

This job is accessed via the main menu and can only be run in Scheduled mode.

The Create OS-HELP File block contains:

Tab

Parameters

• File Type
• System Year
• System Submission Type
• Submission Number
• Start Date
• End Date
  
  OR
  
• Previous Log Creation Date

Rules/Notes:

Parameters provide options to select a TL or TR file, the type of government submissions to be included and the submission year and number.

Validation errors generated by the job are recorded within an exception report. A previous exception report can be produced by selecting it in the Previous Log Creation Date field.

The Start Date/End Date fields are populated for the Submission selected.

To Create an Tax File Number Lookup or Revision File:

Select the File Type, Submission Year, System Submission Type and Submission number, then run the job.

Filenames:

• The file name of the Tax File Number Lookup file is: HHHHTLYYYY.PNNNNN
  where:
  • HHHH = Government Institution Code
  • TL= TFN Lookup File Type abbreviation code
  • YYYY = Reporting Year - (always 0000)
  • P = Reporting Period - (1 or 2)
  • NNNNN = Submission Number - (00001 – 99999)

  e.g. 1234TL0000.100001

• The file name of theTax File Number Revision file is: HHHHTRYYYY.PNNNNN
  where:
  • HHHH = Higher Education Provider Code - (Institution Code)
  • TR = TFN Revision File Type abbreviation code
  • YYYY = Reporting Year - (always 0000)
  • P = Reporting Period - (always 0)
  • NNNNN = Submission Number - (00001 – 99999)

For example, 1234TR0000.000001

Rules/Notes:

The job counts previous submissions to determine the submission number for the file name (for TL or TR files) and then adds 1 to determine the submission number for the file name.