Taxonomy collaboration - User Guide 1.1
Contents
1. 3 Tools Panel The Tools Panel provides searching and commenting function For details please see Search and Comment sections below SEARCH There are two tabs in the Tools Panel Search and Comment Search Users can search for a particular item of interest by typing the keyword in the Search box For example type Residency in the search box Taxonomy Admin Area About Profile Logout Network Browser Details Relationships Tree Locations Network Presentation MM Lang en NA Residency Tax Purposes Country Code d L Sed H A A E Person Demographic Details Birth Locality Name Text Labels E Person Demographic Details Birth State Or Territory Coc Type Lang Label E Person Demographic Details Citizenship Country Code Standard Label en Residency Tax Purposes Country Code a E Person Demographic Details Death Date Business Definition en The code applicable to tef ayee s country of residence for tax purposes gp E Person Demographic Details Deceased Indicator E Person Demographic Details Occupation Code References ve E Person Demographic Details Preferred Sex Code Type Reference E Person Demographic Details Relationship Status Code g Person Demographic Details Sex Code industry Standard Reference StandardReference Part 1 Country Code Alpha 2 StandardName 1503166 x Pi Person Name Details i Person Unstructured Name Properties a E Property Value E Name Residency TaxPurposesCountry Code Ko Namespace h2. AA JE n e e ejo e SM An Australian Government Initiative n YO e err espe Standard Business Reporting STANDARD BUSINESS REPORTING TAXONOMY COLLABORATION ENVIRONMENT YETI USER GUIDE Purpose This document describes step by step instructions in the use of the SBR taxonomy collaboration environment Yeti version 2 8 Contact SBR Service Desk SBRServiceDesk sbr gov au 1300 488 231 Standard Business Reporting Program Yeti User Guide TABLE OF CONTENTS DOCUMENT INFORMATION ccsccecccececsccccccncececececencacecsesneneaceneoeceneuseseesneneusecsosneneuseneaseeneaeensnsesneaes 3 PS WISTONN IM S LO Y ccna it fa ka at e la viel kl kl kaa ta kl l a tk e e a l a ft e e a l l e a a a el l 3 KE SON OU NO AA ee ee ee ee di 3 FA DOK O MA S at tit lbt ki ate tana tk akt ak a ke a en kk ak kk E E RE E 3 BACKGROUND ki e kiy id ti a io di cence ki e n e EAE A a kk a e l nee e e ea ia a te s 4 ACCESSING TAXONOMIES ee itie w tas tidi at etat e d kan a kk ik ks ak a kn a ek a ik e a n ae n e kak e 5 C A GH k s wt tal ad ja at fat l e a a ii a n a ik a ek a On l kk aa ak kt l n a ak a l a a a a aa l ata l a a l a a ak tan ee a lk a k ka 10 CHO MOV tait droits wt ae kota e a ande ka a kai e ak E a ef e a e e e a e e a e a e 10 COM MENTI Siri a af ii ti a an ia ik aaa a ke ik E ka kt e l a A ja l a a ka ak a ak a kk Eka ki n ke kk ke 11 VIEWAEXIS NO GOUMEN cen ee ke st ao ea a ie ee on aa a ee oak as be ob 11 Ada New Co
3. 3 For Testing Candidate Release When a candidate release is available for comment this option will be available to view and after login commenting 4 For Review SuperStream This is the draft taxonomy created for the SuperStream project that is available to view and after login commenting Version 1 0 13 April 2012 Page 5 Standard Business Reporting Program Yeti User Guide 4 To open a taxonomy click on the 4 of the version of taxonomy you would like then choose the entry point that corresponds to the report or the SBR AU definitional taxonomy and click Open e g SBR AU Taxonomy entry point Open Taxonomy Please select a taxonomy To see more taxonomies please lad in je TON AAI I iyi Lit PRA KARL ALT Eb NSVY Payroll Tax Monthly Return EYY Payroll Tax June and Annual Adjustment Return h NT Payroll Tax Monthly Return ouv Payroll Tax Annual Final Return 4 OLD Payroll Tax Periodic Return sa Payroll Tax Annual Reconciliation zh SA Payroll Tax Monthly Return ser AL Taxonomy TAS Payroll Tax Annual Adjustment Return TAS Payroll Tax Periodic Return EY Payroll Tax Annual Return ah vic Payroll Tax Monthly Return wa Australia Wide Wages aha Payrall Tax Lodgement E Fa 2 For Information Previous Versions 2SER AU 2011 02 17 APRA 2S5R AU 2011 02 17 exclude APRA 41 2S5BR AU 2011 02 16 AFRA 4 25BR AU 2011 02 16 exclude APRA ASTAR ALLA 09415 APRAN 5 Details of
4. Government Financial Assistance ABRL Type booleanltemType ai Concessions Substitution Group xbrlicitern 4 Grants 4 Tax Incentives J A Revenue Collection a A Tax Collection Nillable true J Business Accounting And Financials 4 Financial Position Financial Performance This concept does not have a custom type definition Period Type duration Abstract false Custom Type Information 4 Other Accounting And Financial Disclosures Ej QAicreait And Insurance E Aj General Insurance E Insurance Benefits Beneficiary Type Code leer memes Mow afd Moodle Mow o fd Tools Search Comments Local Name Element Label 3 Matched Value Page 1 lof 1 gt Page Size 15 Highlight Matches No search results to display 1 Network Browser After opening a taxonomy entry point the Network Browser on the left hand side will display relationships between concepts in the taxonomy Click the buttons to see different levels of concepts Clicking on a concept will open its details in the Details Area For example open the SBR AU Taxonomy definitional entry point and select an item from the Network Browser in this case Residency Tax Purposes Country Code Version 1 0 13 April 2012 Page 8 Standard Business Reporting Program Yeti User Guide Taxonomy Admin Area Network Browser lt lt Jetwork Presentation ia Lang en mwe an SBR AL Taxonomy E QA Information Classification Labour Relations
5. Tools Panel You can rearrange the size of three panels in this view by dragging and dropping You can also hide the Network Browser and the Tools Panel by clicking the kad buttons Taxonomy About Login Network Browser Details Relationships Tree Locations Network Presentation Yi Lang en Insurance Benefits Death Benefit Indicator 3 4 SBR AU Taxonomy A Labels 33 A SBR AU Taxonomy Type Lang Label a Party Standard Label en Insurance Benefits Death Benefit Indicator aA Party Demographics dete ayen z gee For employment termination payment an employment termination payment received after i YA Party Identification another person s death in consequence of the termination of that person s employment For A Business Definition en S A Party Interaction superannuation lump sum a paymentfrom a fund after another person s death because that 1 50 other person was a fund member 11 51 100 Data Element Guidance en This field must be setto one of the enumerated values a4 101 102 a Party Links References a A Party Preferences This concept does not have any references QyEconormic Management a a Superannuation Properties a Ay Financial System Management Property Value A Education And Training Name InsuranceBenefits DeathBenefit In a RyTertery ossi Namespace http iisbr ficlsfcrifcrigifcrigi w 3 Gi Labour Relations p p gov auiclsicrifcrigifcrigi rdata E Ge Labour Arrangements Data Type xbrli booleanltemType 3 G
6. Business Accounting And Financials Credit And Insurance Economic Management Education And Training Government Financial Assistance Ill E Party Demographics a a Party l r l r E r 1 50 51 1 00 101 122 El Ferson Demographic Details Address Change Indicator EI Ferson Demographic Detail Birth Date L EI Ferson Demographic Detail Birth Country Code EI Ferson Demographic Details Birth Locality kHlame Text EI Ferson Demographic Details Birth State Or Terrtary Coc EI Ferson Demographic Detail Citizenship Country Code EI Ferson Demographic Details Death Date EI Ferson Demographic Details Deceased Indicator EI Ferson Demographic Details Occupation Code El Ferson Demographic Details Preferred Sex Code EI Ferson Demographic Details Relationship Status Code EI Ferson Demographic Details Sex Code j OA Person Mame Details ES OA Person Unstructured Mame s EI Residency Central Management And Control Outside AL EI Residency Central Management And Control Outside AL EI Residency Domicile Text EI Residency Mon Resident Full Period Indicator EI Residency Tax Purposes Country Code EI Residency Tax Purposes Country Description LILI gt ki 2 Details Area This pane contains three tabs Details Relationships and different aspects of the selected concept Details Relationships Tree Locations Residency Tax Purposes Country Code Labels Type Standard Label Business Defin
7. exists Include internet addresses links to websites or email addresses Misquote other people s posts SBR Escalate comment Comments Publish comments to TDT for acdepted response p Moderator to Moderator to publish request TDT comments on response to Comments Yeti comment OT acdepted Advise stakeholder of decision Relevant stakeholder to inform stakeholder of decision and reasons why comment has not been accepted and provide them with an opportunity to re submit comment in line with guidelines Advise stakeholder managers of decision Moderator to inform stakeholder managers of decision
8. that taxonomy will now be displayed Version 1 0 13 April 2012 bd Page 6 Standard Business Reporting Program Yeti User Guide Download 1 After opening the taxonomy that you would like to download Click Taxonomy on the top left corner of page peat Admin Area Open Download Taxonomy Export Comments Information ClaSsitication E Aj Business Accounting And Financials GA Financial Performance ar 1 50 4 51 100 2 Click on the Download Taxonomy button A download taxonomy dialogue box will pop up Download Taxonomy The following file is available for download File Name sbr au 201230329 1655 ExcludesApra zip Size 7864 KB Download File Cancel 3 Click on the Download File link and save the file to your preferred location File Download Do you want to open or save this file Name sbr au 20120329 1655 ExcludesApra zip t Type Compressed zipped Folder From Wa sr gov ay 3 while files from the nternet can be useful some files can potentially harm your computer IF you do not trust the source do not open or save this file What s the risk Please note that you may need an XBRL tool to use the downloaded taxonomy file Version 1 0 13 April 2012 Page 7 Standard Business Reporting Program Yeti User Guide Navigating The Taxonomy Viewer is arranged into three main areas 1 Network Browser 2 Details Area 3
9. Architecture documentation Version 1 0 13 April 2012 Page 4 Standard Business Reporting Program Yeti User Guide ACCESSING TAXONOMIES 1 The SBR Taxonomy Collaboration Environment is located www taxonomy collaboration sbr gov au yeti 2 On the main page a dialogue box Open Taxonomy will appear Open Taxonomy ka Please select a taxonomy J3 SBR E Fa For Use Current version HES SBR AU 2012 02 18 APRA 3356F AU 2012 02 18 exclude APRA G2 For Information Previous Versions H ESSER AU 2011 02 17 APRA HES SBR AU 2011 02 47 exclude APRA 35BR AU 2011 02 16 APRA HES SBR AU 2011 02 16 exclude APRA 1 3SBR AU 2011 02 15 APRA 4 2SBR AU 2011 0215 exclude APRAJ 4356F AU 2011 0214 APRA 3 SBR AU 2011 02 14 exclude APRA 4 2 SBR AU 2011 02 13 42 S6R AU 2011 02 12 4 2SBR AU 2010 02 11 HES SBR AU 2010 02 10a 13 SBR AU 2010 02 10 k w ana canal Ut 3 Background information Versions of taxonomies All versions of the SBR Taxonomy are publicly available to view and download However you will need a login SBR website login and password to comment The taxonomies are split into different review groups to assist in navigation These groups are 1 For Use Current Taxonomy The latest published taxonomy for use and after login commenting 2 For Information Previous Versions This contains the older versions of the taxonomies Commenting is not available
10. ardMame 1503166 P Properties 3 Enter your comments in the Add Comment dialogue box Please note that all comments are subject to moderation by Review Group Managers in accordance with the SBR Yeti Comments Moderation Guidelines See Attachment A Your comment will not be visible until it has been accepted by a moderator Version 1 0 13 April 2012 Page 12 Standard Business Reporting Program Yeti User Guide 4dd Comment po Enter your comment below Subject Add Comment CONFIGURATION 1 Users have the option to receive email notifications Click the Profile button above the Details Area and click User Details About Profile 7 Logout User Details Review Groups P In the User Details window users can choose to receive email notifications about new comments by ticking the check box Click Update to confirm User Details lage User details are defined in an external directory Only email preference may be Updated First Marne Last Name Email Address Username Ifyou wish to change your password please enter and confirm anew password Password Confirm Password Receive email notifications about new comments Users CANNOT modify user names or change password on Yeti For password resets please contact the SBR Service Desk or call 1300 488 231 2 Users can edit their membership of Review Groups Version 1 0 13 April 2012 Page 13 Standard Business Reporting Program Yeti U
11. es comments guidelines comments acceptable As soon as Moderator to Moderator to comments made review make decision on Yeti comments about whether Moderator will against comments are receive email moderation acceptable notification guidelines see using including below moderation stakeholder guidelines comments MODERATION GUIDELINES Please do v Respect other participants and administrators Y Protect and respect privacy by not posting personal information such as names email addresses private addresses or phone numbers Y Post material that is only relevant to the issues being discussed Y Represent only your own views and not impersonate or falsely represent another person v Use your real name when posting remember you are registered Y Ensure you have appropriate authorisation to comment on a specific topic Please don t Use the collaboration environment to lobby make political comments promote commercial interests or manipulate information for personal gain Post classified information or material that could be deemed sensitive to others Post material that is false or misleading Post material that infringes copyright intellectual property rights or is otherwise unlawful Post material that is abusive or harassing make defamatory comments or use insulting hateful offensive language Post multiple versions of the same comment create a topic when a similar one already
12. ition References Type Industry Standard Reference Properties Property Name Namespace Data Type XBRL Type Substitution Group Period Type Abstract Nillable Lang Label en Residency Tax Purposes Country Code en The code applicable to the payee s country of residence for tax purposes Reference StandardReference Part 1 Country Code Alpha 2 StandardName 1503166 Value Residency TaxPurposesCountry Code http isbr gov auficis pypyde pyde 02 08 data dtyp 02 13 sbrCountryNameCodeltemType stringltemType xbrli item duration false true Custom Type Information Facet Name enumeration enumeration enumeration enumeration enumeration enumeration Value ad ae af ag ai al Version 1 0 13 April 2012 he oo Bo v amp amp 4 amp I lt Tree Locations giving you access to Page 9 Standard Business Reporting Program Yeti User Guide Details of the concept Residency Tax Purposes Country Code is displayed here including labels references XBRL attributes and custom items You can collapse panels that are not of interest using the minimise buttons The Relationship tab shows the calculation relationships defined for this concept Some concepts do not have calculation relationships Concepts are often used more than once in a single taxonomy The Tree Location Tab displays information relating to the selected concept across the taxonomy that you opened
13. mments 1 21 0 2ccccccecccccccccccccccucececcucacucuceneeucuceuenuacacateteuausceteneauaeseeueneauaesesneneaeas 12 CONFIGURATION givecusisiedeanudncevacecncdsnscanccsenvcswtossvetswesausiudexsuddcweneestudsasettvuexnesduteacstieuctsacintessstiews 13 FURTHER INFORMATION it titit tt a ii od l kat ent ti et lk et e a e a ek an ik n n ki ka ak n n n kk ae k A 14 ATTACHMENT A YETI MODERATION PROCESS e ventan anana nana nannan nana nana anana nananananananananananananann 15 Version 1 0 13 April 2012 Page 2 Standard Business Reporting Program Yeti User Guide DOCUMENT INFORMATION Revision history Version Revision Summary of Changes Number Date 1 0 13 04 2012 Created and Approved 1 1 24 05 2012 Updated registration information for new website Distribution This document has been distributed to Issue Date Version Published on SBR Website 13 04 2012 1 0 Published on SBR Website 30 05 2012 1 1 Approvals This document requires the following approval s Name and Signature Project Role and Title Issue Date Version Name John McAlister Assistant Commissioner SBR 25 05 2012 1 1 Services and Operations Version 1 0 13 April 2012 Page 3 Standard Business Reporting Program Yeti User Guide BACKGROUND 1 Individuals interested in implementing and or working with SBR Taxonomies can view or download them in the Taxonomy Collaboration Environment Yeti The collaboration environment allows registered users
14. ndControlOutside Australia Indicator Residency Central Management And Control Outsi Residency Central Management And Control Outside Australia Indicator 75 z Page it lof 1 L US page size 15 Highlight Matches Displaying matches 1 15 of 15 The results are displayed in order of relevance Users can click the Sorighlight Matches ton at bottom of the Tools Panel and concepts containing the word Residency are highlighted in the Network Browser Version 1 0 13 April 2012 Page 10 Standard Business Reporting Program Yeti User Guide COMMENTS The SBR collaboration environment requires a login to comment on taxonomies View Existing Comments 1 You can access the Login dialogue box from two locations From the Open Taxonomy Dialogue Box Open Taxonomy Please select a taxonomy To see more taxonomies please log in gt z SBF 1 For Use Current Version From the right top corner above the Details Area if taxonomy is already opened Details Relationships Tree Locations No Concept Selected l Labels References 2 Enter your user name and password Then click the Submit button lf you do not have a login you will need register on the SBR website www taxonomy collaboration sbr gov au content public Login x Please provide login details sername Password IT you have forgotten your password you can reset it Users CANNOT reset passwords on Yeti For password resets plea
15. se contact the SBR Service Desk or call 1300 488 231 3 Open the taxonomy you wish to comment on as per access instructions above 4 Click the Comment Tab in the Tools Panel Version 1 0 13 April 2012 Page 11 Standard Business Reporting Program Yeti User Guide Tools Search Comments Tou must be a member of this review group in order to view comments on this taxonomy Click here to subscribe For your first access you will need to click the link Click here to subscribe to join the review group Confirm the subscription by clicking the Subscribe button in the subscribe dialogue box pop up Subscribe kai Tou willbe subscribed to the review group 1 Forse Current version N L Cancel Add New Comments 1 Login to Yeti and if it is your first time go through the subscribe steps above 2 Select a concept and select the Details tab In the Details Area The Add Comments icon will appear next to every component which is available for commenting about Profile Logout Details Relationships Tree Locations Residency Tax Purposes Country Code Labels e z Type Lang Label Standard Label en Residency Tax Purposes Country Code m Business Definition en The code applicable to tef aayen s country of residence for tax purposes i References a Type Reference Industry Standard Reference StandardReference Part 1 Country Code Alpha 2 Stand
16. ser Guide Click the Profile button above the Details Area and click Review Groups About Profile Logout User Details Review Groups The Review Group Membership dialogue has a list of publicly available review groups to which you can choose to subscribe or unsubscribe by ticking or un ticking the check boxes Review Group Membership gt lt Select the groups that you wish ta participate in Check All Uncheck All Review Group Role SBR 1 For Use Current wersion Contributor SBR 2 For Information Previous Versio Reviewer SBR 3 For Testing Candidate Release Contributor SBR 5 For Review Superstream Contributor o O Gs The user role will be either a reviewer read only or a Contributor able to make comments FURTHER INFORMATION For user name and password queries or other assistance please contact the SBR Service Desk e 1300 488 231 Between 8 00 am and 7 00 pm AEDT Monday to Friday excluding public holidays and the SBR Christmas shutdown period e SBRServiceDesk sbr gov au Version 1 0 13 April 2012 Page 14 ATTACHMENT A YETI MODERATION PROCESS Moderation process for stakeholder comments in Yeti The following page provides an overview of the moderation process for stakeholder comments on Yeti TRIGGER for process Stakeholder makes comment on Yeti Receive email Review comment Make decision notification of i about whether against moderation stakeholder a
17. to raise questions issues and concerns For software developers who want to enable SBR functionality in their applications the SBR Program has provided a Software Developers Kit SDK The collaboration environment is used primarily by the SBR in undertaking its taxonomy development projects The collaboration environment provides taxonomy exploration and review capabilities via an intuitive browser based interface Components of a taxonomy There are two major components in the SBR Taxonomy the SBR AU Definitional Taxonomy and the SBR Reports SBR Reporting Taxonomies SBR AU Definitional Taxonomy The SBR Definitional Taxonomy contains a complete set of harmonised data elements and associated definitions for information to be exchanged between business and government under SBR Like a dictionary the SBR Definitional Taxonomy uniquely defines each data element with each equivalent to one of the individual pieces of information sought on a government report SBR Reports The SBR Reports reflect the specific message interaction for each agency report supported by SBR This is achieved by importing and re using data elements and their associated definitions from the SBR Definitional Taxonomy Like words from a dictionary individual entries from the SBR Definitional Taxonomy list are combined to define the complete content of each agency report For more information on the structure of the SBR Taxonomy please see the SBR Taxonomy
18. ttpvisbr gov auicls pypyde pyde 02 08 data a Residency Tax Purposes Country Code Data Type dtyp 02 13 sbrCountryNameCodeltemType d E XBRL Type stringltemType hb Substitution Group xbrli item a 3R Party Identification Period Type duration a E Electronic Funds Transfer Details Client Initiated Account Fi Abstract false d E Electronic Funds Transfer Details Payment Reference Num Nillable trie 2 E Financial Institution Account Bank State Branch Number E Financial Institution Account eLockbox Account Number Custom Type Information a E Financial Institution Account Financial Institution Account Ni E Financial Institution Account Financial Institution Account N Facet kabin Value E Financial Institution Account Financial Institution Branch Nai w enumeration ad P v gt lt KA Tools Search Comments Local Name Element Label Matched Value Rank Residency Domicile Text Residency Domicile Text Residency Domicile Text 100 A Residency TaxPurposesCountry Code Residency Tax Purposes Country Code Residency Tax Purposes Country Code 87 Residency TaxPurposesCountry Description Residency Tax Purposes Country Description Residency Tax Purposes Country Description 87 CountryOfResidencyCFCClassificationDimension Country Of Residency CFC Classification Dimensic Country Of Residency CFC Classification Dimension 87 Residency TaxPurposesCountry Code Residency Tax Purposes Country Code Residency Tax Purposes Country Code 8736 Residency CentralvlanagementA
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