Processing and lodgement requirements

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Processing on EDR

Most section 63 transactions can be processed on Electronic Duties Returns (EDR). However, complex assessments must be submitted to Revenue NSW for assessment via eDuties.

To identify the deceased estate transactions that must be processed on EDR or lodged via eDuties refer to the Duties Document Matrix (PDF, 509.03 KB)

How to process an EDR:

log in to your Client Service Provider (CSP)
navigate to the NSW EDR online stamping screen
enter your matter or file reference. (this unique reference is important to help you locate records if requested by Revenue NSW)
select the relevant document type. The document type selected depends on whether the dealing is a transmission application or a transfer by an executor.

Document Type: Transmission Application/Acknowledgement

Complete the following data fields:

Transaction details

Select document Type: Transmission Application/Acknowledgement

Execution Date: Date of Transmission Application.

Property Transfer Percentage: Enter the transfer percentage.

Party details

Party 1

Party Type: Select Beneficiary/Devisee (liable party)

Party Name Type: Select Individual, Company or Government - Enter liable party details.

Tenancy Type: Select sole tenant, joint tenant, tenant in common

Party 2

Party Type: Deceased Estate (Deceased registered proprietor)

Applicant/Party Name Type: Select Individual

All liable and non-liable parties for the transaction must be entered.

Agent contact details

Are you acting as an agent on behalf of another solicitor, conveyancer or accountant? Yes/No

Property details

Enter property details of the property transferring to the beneficiary in accordance with the will.

Duty calculation details

Is the dutiable amount (of the property transferred) greater than $8000?

In most cases, the answer to this question will be ‘YES’, and the duty payable will be $100.

Submit

Review and submit.

Document Type: Transfer of real property – Deceased Estate

Complete the following data fields:

Transaction details

Document Type: Transfer of real property – Deceased Estate

Execution Date: Date of transfer

Property Transfer Percentage: Enter the transfer percentage.

Party details

Party 1

Party Type: Select Transferee (liable party)

Applicant/Party Name Type: Select Individual, Company or Government - Enter liable party details.

Party 2

Party Type: Select Transferor (non-liable party/executor)

Applicant/Party Name Type: Select Individual, Company or Government - Enter non-liable party details.

All liable and non-liable parties for the transaction must be entered.

Agent contact details

Are you acting as an agent on behalf of another solicitor, conveyancer or accountant? Yes/No

Property details

Enter property details of the property transferring to the beneficiary in accordance with the will.

Duty calculation details

Is the dutiable amount (of the property transferred) greater than $8000?

In most cases, the answer to this question will be ‘YES’, and the duty payable will be $100.

Submit

Review and submit.

Lodging in eDuties

Transactions identified in this guide that cannot be assessed in EDR must be submitted in eDuties using application type: ‘Deceased estate - section 63(1)(a)(iii) and section 63(2)'.

To avoid delays, ensure all relevant evidentiary requirements, client identification and forms are submitted in eDuties at the time of application.

Additional resources

The Duties Document Matrix (PDF, 509.03 KB) lists transactions that must be processed through EDR and transactions that must be submitted to Revenue NSW for assessment via eDuties. The matrix also provides links to Duties legislation, evidentiary requirements, website information, forms, and Revenue Rulings.

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