The Annual Investment Income Report (AIIR) is the Australian Taxation Office's annual report of investment income paid or attributed to investors. Australian fund managers lodge one AIIR per fund for each financial year.
How Caruso produces the AIIR
Caruso generates the AIIR lodgement file automatically as part of the Australian tax statement workflow. The same batch that produces investor tax statements also produces the AIIR, with no separate preparation or file conversion step. The file complies with the ATO's Electronic Report Specification v13.0.3.
For the end-to-end process, including the enrichment file and statement generation, follow How to Generate Australian Tax Statements and the AIIR Lodgement File.
Useful Resources
If you have any questions or need help at any stage, please contact our Caruso Support team either by email or live chat.