Changelog of @hackage/tax-ato 2024.1.0.1

Version 2024.1

  • The minimum supported version of GHC is now 9.2, due to a dependency on more recent versions of the time library.

  • Update the Dividend type to use store gross payment amount and tax withheld, rather than net amount, franking portion and (other) tax withheld. Add new helper functions for construction:

    • dividendFromGross takes gross amount and tax withheld
    • dividendFromNet takes net amount and tax withheld
    • dividendFromNetFranked takes net amount, franked proportion and applicable corporate tax rate for working out the franking credit.
    • dividendFromNetFranked30 is a shortcut that uses the standard corporate tax rate of 30%.
  • Change the type of dividendDate field from String to Data.Time.Day.

  • Rename the HasIncome class to HasTaxableIncome, and its member function income to taxableIncome.

  • Add functions for getting the Day range of a financial year, and a function for getting the financial year of a given day.

  • Move the Data.Tax.ATO.Days module to Data.Tax.ATO.FY and rename the DaysInYear type synonym to FinancialYear, to reflect the additional behaviour.

  • Each FY.<YYYY> module now exports an FY type synonym for its type-level Nat representing the financial year, and the fyProxy :: Proxy FY value.

  • Add Functor instance for CGTEvent.

  • Add FY2024 module.

  • Add Data.Tax.ATO.Pretty module, which provides pretty printers for TaxReturnInfo, TaxAssessment, and other data types.

Version 2023.2

  • Add support for PAYG Instalments, which are specified in aggregate as a refundable tax offset via the paygInstalments field.

  • Add the Deductions type, which expresses the various deduction types, as well as the (aggregate) amount of deductions related to foreign income.

  • Implement the Foreign Income Tax Offset Limit. The limit will be calculated and the foreignTaxOffset field in the TaxReturnInfo will be clamped to it.

Older versions

See Git commit history