FAQ - Electronic Lodgement
Q:
How do I determine what the correct Lodgment Category is?
A:
If you are unsure as to the lodgement category you need to select, the Help Text within
Duties Online Electronic Lodgement Module (ELM), provides you with a brief description of
the transactions and sections of the legislation applicable to that category. Help Text exist
for both Transfer of Land and Declaration of Trusts.
Examples of other methods that can be used to identify the correct lodgement category are:
Covering letter – A lodgement generally contains a covering letter that specifies the nature
of the transfer and the transaction type.
Forms - Some SRO Forms are specific to a Lodgement Category.
Example - 1:
Form 61, 53D, 4A and /or 8F. A property transaction between related parties may include
any of the above forms. This may be an indication that the Lodgement category should be
Related or Associated Party Transfers with Concessions.
Example - 2:
Forms 12, 13, 56. A lodgement containing any of these forms indicates that the land being
transferred is a farming property. As such the lodgement category would be Primary
Production.
Statutory Declaration constructed and declared by parties to the transaction
A Statutory Declaration may indicate that the transfer relates to a trust(s) on which the duty
determination is pursuant to a specific section(s) of the legislation. The applicable Lodgement
Category is Trust Exemptions & Concessions.
Q:
What If I have selected an incorrect Lodgment Category prior to submitting
my lodgement?
A:
Prior to submitting the Lodgment Category specified in the ‘Lodgement Summary’ page, the
category can be changed to reflect the correct one.
Q:
What happens to the data I have entered when I change the Lodgement
Category?
A:
By clicking the ‘Save’ button prior to and after changing the lodgement category will ensure
that the data entered is retained.
FAQ - Electronic Lodgement
Q:
What do I do if I have a Share Transfer Document or a Form 50 Land Use
Entitlement?
A.
To lodge Share Transfers or Form 50 Land Use Entitlement transaction, you will need to
select Lodgement Category “Conversion of Land Use Entitlements” and in Step 2 select the
applicable Property Type and enter the address of the property. There is no need to enter a
‘Land Identifier’ e.g Vol/folio.
Q:
What do I do if I have a Form 14 Change of Beneficial Ownership or An
Assignment of Possessory Rights?
A.
Data entry relating to Form 14 Change of Beneficial Ownership is treated as the same as if
there was a Transfer of Land involved.
Q:
Do I need to scan all the pages of a document?
A:
Generally you are required to scan the complete document, in particular for a Declaration of
Trust or a lodgement requiring you to submit a copy of a Trust.
Q:
What if I have accidently uploaded the wrong document?
A:
Prior to submitting the lodgement, incorrectly uploaded documents may be removed by
using the ‘remove’ option in the Uploaded Documents section.
Q:
What if the physical documents in my possession do not match with the
document list populated for that category?
A.
There are two possibilities;
1. You may have selected the wrong category; or
2. You may have additional documents outside the prescribed list.
Q:
What do I do if I have additional documents that are not specifically listed in
the ‘Document Type’ drop down list?
A:
Additional documents can be uploaded by selecting ‘Other (refer to ERM)’ in the ‘Document
Type drop down list.
Q:
How long do I have to submit my lodgement?
A.
There is no set timeframe for the submission of a lodgement however keep in mind that
lodgements not submitted within 30 days from date of settlement may be subject to
interest. Further, documents uploaded to a lodgement and not submitted within 30 days will
need to be re-uploaded before proceeding.
FAQ - Electronic Lodgement
Q:
I have made a mistake in the data I have entered. Can I change it?
A.
Amendments to any of the data entered can only be completed prior to the lodgement being
submitted. Once submitted for duty determination, changes can only be completed by an
SRO Officer.
Q:
How do I know what is happening to my lodgement?
A.
You will be able to track the progress of your lodgement. As the status of the lodgement
changes, it will be reflected in the ‘Status’ field within the Search functionality.
Q:
What does the status of my Lodgement mean?
A.
The following ‘statuses’ are applicable to Lodgements in ELM:
In Progress: The data has been entered in relation to the lodgement, however it has not
been submitted to SRO for duty calculation.
Submitted: The lodgement has been submitted to SRO for duty calculation.
Allocated: The lodgement has been assigned to an SRO assessor
Returned: The lodgement has been returned with a request for additional documentation
Ready to Pay: You have been notified that a duty calculation has been completed by the SRO
and therefore the lodgement is ready to be finalised.
Review: The lodgement has been ‘taken back’ by the SRO Assessor for further processing
Manually Assessed: The lodgement has been formally assessed by the SRO
Impounded: The SRO has impounded your lodgement
Cancelled: The lodgement has been cancelled by the SRO
Finalised: You have committed to pay and finalised your lodgement
Completed: Payment has been received and allocated against your lodgement
Overdue: Monies have not been received and/or allocated to your lodgement
Q:
What do I do if my lodgement has been returned?
A.
Generally if a lodgement has been returned, it means that additional documentation has
been requested. An explanation email will be sent detailing what is required. Simply upload
the additional documents and resubmit the lodgement.
Q:
What if I don’t want to go ahead with my lodgement? Can I cancel the
lodgment?
A.
Prior to submitting for assessing, you may cancel a lodgement at any time. If a lodgement has
been submitted but not assessed then you will need to send an email to the Duties Online
email address requesting that the lodgement is cancelled and the reason(s) why.
FAQ - Electronic Lodgement
Q.
Will I be notified when my lodgement has been assessed?
A.
Yes. Upon logging into Duties Online, a message stating that “There are assessed lodgements
which need you attention” will appear. Clicking on the words “assessed lodgement” will
direct you to the lodgement(s) that require attention. The ‘Last Modified’ date is the date
the duty calculation was issued.
Q.
What if I don’t agree with my assessment and no longer wish to proceed?
A.
Your first point of call is to contact the assessor to request an explanation. If after obtaining
an explanation, you still do not agree and do not wish to finalise your lodgement by
committing to pay, you will be issued with a formal assessment and you may then object.
You cannot legally object until such time that an Assessment has been issued i.e. you have
committed to pay your lodgement or a manual assessment issued and payment falls due.
Q.
How do I finalise my lodgement?
A.
A lodgement will have a status of ‘finalised’ once it has been committed for payment. In the
‘Approve’ tab, simply tick the lodgement or lodgements you wish to finalise and click on
‘Commit to Pay Selected’.
Q.
How long do I have to finalise my lodgement? What happens if I forget to
‘Commit to pay’ my lodgement?
A.
You have 7 business days from the ‘Last modified’ date to finalise your lodgement. Failure to
do will result in a formal assessment being issued, interest being accrued and access to
Duties Online being restricted or removed. Failure to pay will result in possible recovery
action.
Q.
“Commit to Pay Selected” is grey and I can’t finalise my lodgement. What do
I do?
A.
Generally this means that a payment method hasn’t been assigned to the lodgement. In the
‘Approve’ Tab, select the lodgement by ticking the box and click on ‘Change’. This will allow
you to choose the method of payment and finalise the lodgement.
Q.
If my lodgement contains more than one transaction, can I commit or pay
each transaction separately?
A.
No. You are required to commit or pay the lodgement in its entirety.
FAQ - Electronic Lodgement
Q.
Do I need to keep the original documents?
A.
As per the Terms and Conditions of Duties Online, you are required to have ACCESS to
original documentation should we request them.
Q.
If my lodgement contains a transaction that has a consideration greater than
$2.5m, do I need to submit the documents again to
HVCTransactions@sro.vic.gov.au?
A.
No. Only documents pertaining to transactions completed via the DOL Duty Determination
menu will be required to be submitted to HVCTransactions@sro.vic.go.au