See the ATO website for
Pre-fill functionality is available for individuals. See Getting started with ATO Pre-fill for more information.
The return items are grouped by category in a series of tab cards:
Left-click in a field to move focus to that field.
Press F2 and type an item number to move to the first field at that item.
- Press Shift+F2 for a summary of entered items for the current and previous income years.
Select an item from the navigation pane.
The navigation pane displays the items relevant to the tab card that is open.
The Tab key moves forward through the items on the window.
To go forward through the tab cards, press Ctrl+Tab
To go back through the tab cards, press Ctrl+Shift+Tab.
Data entered in ‘lodgable’ schedules generates an attachment that is lodged with the ATO.
LodgableATO schedules are:
|Capital gains schedule (BW) (or select Populate BW in the Capital gains worksheet)||bk|
|Employment termination payments||py|
|Interest and dividend deductions||bj|
|Non-resident foreign income||fi|
|Other attachments (A)||att|
|Payment summary schedule||ps|
|Rental schedule (B)||ren|
|Superannuation lump sum schedule||pl|
Forms associated with individual returns that are lodged separately are:
For dissection purposes, a generic schedule or a data entry grid is provided at all fields where no specialised worksheet is provided.
The following list shows worksheets that support the return but do not generate lodgable attachments.
These worksheets are opened by clicking the item label or selecting Preparation > Schedule:
Processes for individual returns include:
Tax offsets(Series 6 & 8) For calculations of offsets to be included in the tax estimate
Where an individual is liable to pay PAYG instalments, a choice of two what-if PAYG instalment estimates may be created (Instalment Income by Base rate xPI or GDP-Adjusted instalment xPG), by opening the relevant one from the Preparation > Schedule menu and electing to use values from either the current year or the two immediate prior year returns.