Data entry standards for OSRconnect

Use the following guidelines to ensure all data is entered consistently and accurately into OSRconnect.

Remember that incorrect data could cost your business thousands of dollars in increased administrative costs, penalties and unpaid tax interest (UTI). So it is important to check your data before lodging any returns or transactions.

We conduct audits and investigations to make sure the information you submit and the payments you make are correct.

Date format

Use the pop-up calendar or enter the date as ddmmyyyy.

Names

Enter the client name exactly as written in the client’s documents (using upper and lower case).

Correct

Incorrect

O’Neill

ONEILL or O Neill

Smith-Carlyle

SMITH-CARLYLE or Smith Carlyle

d’Silvia

D Silvia or D’SILVIA

Each party to the transaction must be entered separately, even if there is more than one person with the same surname.

Correct

Incorrect

First name - James
Last name - Smith

First name - Lauren
Last name - Smith

First name - James and Lauren
Last name - Smith

You must include all available information (this includes the client’s full middle name, not just their initials).

Correct

Incorrect

First name - Mary
Middle name - Jane
Last name - Smith

First name - Mary
Middle name - J
Last name - SMITH

Personal representatives

Where a transferor is acting for someone else, note this in the Last Name field:

  • First name - John
  • Middle name - William
  • Last name - Brown as personal representative

Personal representatives screen

Trustees or trading entities

Private persons as trustees

Enter the trust name in the Trust name field, and the full name of the trustees in the Trustees field:

  • Trust name - The Smith Trust
  • Trustees - Tom William Brown

Private persons as trading entities

Enter the proprietor’s full name (as for an individual):

  • First name - Samuel
  • Last name - Pearson

If the client is an individual, the Date of birth field is mandatory. The name of the trading entity does not need to be entered in the transferee details section. However, the trading name should be noted in the detailed property description field if it relates to a transfer of business assets.

Companies

Enter the company name exactly as written in the client’s documents (using upper and lower case) in the Company name field. You must provide the ACN. The following abbreviations may be used:

  • ATF - as trustee for
  • Ltd - Limited
  • Pty Ltd - Proprietary Limited

Addresses, lots and plans

Street addresses

Enter street names in full using sentence case. Enter suburbs or towns in full using capitals. For example:

  • 'Road' not 'Rd'
  • 'Street' not 'St'
  • 'BRISBANE' not 'Brisbane' or 'BNE'

Postal addresses

Use the PO Box field for post office box numbers only. Enter addresses other than PO box numbers in full in the Street field. Enter suburbs or towns in full using capitals.

For example:

GPO Box 4300
Locked Mail Bag 56A
'BRISBANE' not 'Brisbane' or 'BNE'

Lots and plans

If the property is a single lot, enter the lot number in the Lot from field. Use the Lot to field only when entering multiple consecutive lots on the same plan.