If you act for clients who hold investment property, the 1 July 2027 CGT reform gives you a client-book problem rather than a one-off job: affected property is treated as reacquired at its market value at the end of 30 June 2027, and that value becomes the cost base for every later capital gain. Doing that one client at a time does not scale.
Batch upload exists for that. One file, one row per property.
Secure batch upload opens to registered partners first. This page is the complete data specification, so you can prepare and validate your file before your account is switched on.
Step 1 — Build one row per property#
Not one row per client. A client with four investment properties is four rows, each with its own address. The four rows share the client’s name and email; the system groups them.
Supported formats are CSV and Excel .xlsx. The column names below are exact and
case-sensitive. Do not rename, reorder or add columns — the importer matches on the
header text, and an altered header is the most common reason a batch is rejected.
Step 2 — Fill the four required columns#
| Column | What goes in it |
|---|---|
client_name | The property owner’s or client contact’s name |
client_email | Client email address |
property_address | Full street address, including suburb, state and postcode |
client_consent_confirmed | yes — your confirmation that the client has authorised you to submit their details |
A row missing any of these four is skipped, and the response tells you how many rows were skipped and why, by category. Rows are never partially imported.
Step 3 — Add the routing columns that matter for CGT#
These are optional, but a CGT batch submitted without purpose and requested_tier will
come back to you with questions.
| Column | Accepted values | Notes |
|---|---|---|
purpose | cgt, smsf, family_law, stamp_duty, pre_sale, other | Use cgt for cost-base work. Any other word is dropped — probate, transfer and land tax are not accepted values; use other |
requested_tier | desktop, on_site, specialist | onsite and full are accepted as aliases for on_site. There is no unsure value — leave the cell blank instead |
entity | individual, smsf, company, trust, partnership | person maps to individual; super maps to SMSF; trust and partnership both map to trust/partnership |
property_state | NSW, VIC, QLD, WA, SA, TAS, ACT, NT | Used to route to a valuer covering that state |
client_phone | Phone number | Only if the client consented to phone contact |
partner_reference | Your own file or matter reference | Comes back on every response, so you can reconcile against your practice management system |
notes | Free text | Anything relevant before triage — renovations, unusual property, a deadline |
On choosing the tier for CGT. The Australian Property Institute’s Levels of Property
Valuation Advice guide directs a Level 1 comprehensive report with a full inspection
wherever the figure will be tested by someone else, and names tax matters including
capital gains tax specifically. A desktop assessment is a lower level of assurance. If the
figure may be examined by the ATO, on_site is the defensible choice, and it is worth
saying so to your client before the file is prepared rather than after.
Step 4 — Decide how much client information to send#
You do not have to send client personal information to get work under way.
Minimised mode — leave client_name, client_email and client_phone blank, set
client_consent_confirmed to pending, and supply only property_address,
partner_reference, purpose and requested_tier. The batch is validated, priced and
scheduled against your reference, and client contact details follow later through the
secure channel once consent is recorded.
Use this when consent is still being collected, or when your firm would rather not send client contact details until the engagement is confirmed.
Step 5 — Submit and read the response#
Submit through the secure partner portal. Never email a spreadsheet containing client personal information — email is not an appropriate channel for it, and the portal upload exists precisely so it does not have to be.
The response tells you, for the batch:
- Accepted — rows that became valuation requests
- De-duplicated — rows already present from an earlier submission
- Not captured — rows where the address could not be recorded; these are listed individually with the address you submitted, so nothing disappears silently
- Skipped, by category — missing name, missing email, missing address, or consent not confirmed
Check the not-captured list every time. A row in it is a property that will not be valued.
Common reasons a batch is rejected#
- A renamed or reordered column. The header must match exactly.
- The example rows left in. The template ships with a synthetic example row; delete it.
client_consent_confirmedleft blank. Blank is not the same aspending.- A
purposeorrequested_tierword that is not on the accepted list, such asprobateorunsure. These are dropped rather than guessed at. - A client with several properties entered on one row with addresses separated by commas. That is one row and one address to the importer.
Get the template#
Registered firms receive the CSV and Excel templates with the accepted values already built in as dropdowns, along with their partner pricing tier.