Get Ess Annual Report Instructions

Completing the Ess Annual Report online can seem challenging, but with a structured approach, you can navigate through each section effectively. This guide will walk you through the process, ensuring you provide all necessary information accurately.

Follow the steps to successfully complete your Ess Annual Report online

1. Click ‘Get Form’ button to access the Ess Annual Report form and open it for editing.
2. In Section A, provide the ESS provider's Australian business number (ABN) or withholding payer number (WPN) as needed. Ensure this number corresponds to the provider's name that you will fill out later.
3. Next, input the ESS provider’s name exactly as it appears on the ABN or WPN registration. Make sure this matches the ABN/WPN you entered in the previous step.
4. Fill in the ESS provider’s postal address for future correspondence related to the annual report.
5. Provide the contact name and details for someone who can be reached for inquiries regarding the report.
6. Move to Section B and complete a separate section for each employee associated with the ESS. Start by entering the employee tax file number (TFN) or any applicable TFN code if not available.
7. Include the employee’s ABN if applicable. If you have provided the employee's TFN, do not enter the ABN.
8. Record the employee's unique identifier used by your organization alongside their date of birth for identification purposes.
9. In Section C, if the employee has multiple ESS plans, ensure you complete an additional section for each plan. Start by providing the employee's full name and security holder reference number or holder identification number.
10. Complete questions regarding the employee's share scheme details, including the plan identifier and any applicable tax amounts.
11. Finally, review and complete the declaration in Section D. Ensure you sign and date the form accurately before submitting.
12. Once all sections are completed, save your changes and prepare to download, print, or share the form as necessary.

Start completing your Ess Annual Report online today for timely submission.