Use the ATO position for the balance sheet
use_ato_positionReplace typed ATO balance-sheet lines with the fund's imported 30 June ATO position, previewing superseded lines and net asset effect before applying.
Instructions
Take a financial year's ATO balance-sheet lines from the fund's imported ATO accounts' 30 June position (get_ato_position) instead of typed lines: the activity statement's integrated client account (bucket "owed"), each component accrued for the June quarter ("accrued_gst", "accrued_payg_instalment" …) and the income tax account's balance for EARLIER income years ("owed"). The year being prepared always comes from the return (label S), never the income tax account. Derived lines have source "ato_position", ato_account_id + ato_bucket and a web_url to the account at 30 June; they can't be edited by hand. Each typed line that stands for the same account + bucket — linked with link_balance_item_to_ato, or else on the same side with a label naming it (ICA, GST, PAYG, income tax), preferring the same amount — is SUPERSEDED: kept for the audit (counted: false), shown struck through, left out of every total. dry_run defaults to true and writes nothing: it returns each line with the typed line it supersedes (before → after), unmatched_typed (ATO-looking typed lines that would keep counting), stale derived lines it would drop and net_assets_effect. Show the user, then call with dry_run: false. Applying again changes nothing unless the ATO position moved. Rejected if the year is closed or lodged; after finalise, get_smsf_return reports ato_position_drift instead.
Tool call template
Replace each placeholder with a value matching the input schema. Only required parameters are included; add optional parameters as needed.
{
"id": 1,
"jsonrpc": "2.0",
"method": "tools/call",
"params": {
"arguments": {
"fund_id": "<fund_id>",
"financial_year": "<financial_year>"
},
"name": "use_ato_position"
}
}Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| keep | No | Ids of matched typed balance items to leave counting instead of superseding | |
| dry_run | No | true (default): preview only, nothing written | |
| fund_id | Yes | Fund ID (discover via whoami or list_funds) | |
| reasoning | No | Why you are making this change — recorded on the audit log entry for this write | |
| external_ref | No | Your stable ID for this write (e.g. a statement line or document reference). Repeating a call with the same external_ref replays the first result instead of writing twice. | |
| financial_year | Yes | Financial year — the label "2023-24" or its numeric id (from list_financial_years) |