Returns

HTML Wrap

class	section group

HTML
<span data-swiftype-index="true">

HTML Wrap

class	col span_3_of_5

AE Tax only

The fields and variables listed here can be specified in text documents to print the information as described:

UI Expand

title	System fields

These variables can be specified in text documents to print the information shown:

Variable	Description
@Date	The system date in the format 30/10/02
@Time	The system time in the format 03:44:32:43.
@Client Code	The client code of the ledger currently open
@Application	The application code of the ledger currently open
@Client Name	The client name of the ledger currently open
A6 fields	To include an A6 field determine the current status of the field by clicking [F9] at the relevant Tax Step of the Return.

UI Expand

title	Dates

The date can be formatted in fifteen different ways. The 'D' in the date field is used to determine whether the date is printed in upper or lower case.

Format that may be used when printing a date:

Field	Sample/Format (using 2009 as an example)
^Date	19/05/2009
^0Date	19/05'09
^1Date	19/05/09
^2Date	19th May 2009
^U2Date	19TH MAY 2009
^3Date	May 2009
^4Date	May
^5Date	2009
^6Date	19th May
^7Date	19th
^8Date	19th May 2009
^9Date	19/05/09
^10Date	09/05/19
^11Date	19 (day)
^12Date	Oct (abbreviated month name only)
^13Date	5 (numeric month only)
^14Date	pp (two digit year)
^15Date	th (day extension)

UI Expand

title	Tax reports

These fields are available in most tax reports:

Field	Description
#14	Amount payable or refundable
#15	PAYG Tax payable ('NIL' when this amount is zero)
#17 - #32	Refer to Total Report.
#59	First two initials of an individual without full stops. Alternative to A198
#73	Name of CONTACT1 for Client
#74	Name of CONTACT2 for Client
#77	PDF password
#89	Company /Fund Lodgment Classification in long format. A Flexi Reporting field to provide a translation of the Company and Fund lodgment (LOD) levels from 1-9 and A-K to Lod 1, Lod 2, Lod 3, and so on.
#91	Tax software version (Estimate Footer only)
#94	'Refund' when C477 is negative otherwise 'Tax Due'
#95	Given Names and Surname (A189 + A191 + A190) of individual or entity name
#96	'Payable' A125 is positive; otherwise reads 'Refundable'.
#97	A125 (amount payable) cannot be used ONLY to print its value.
#98	A125 (amount refundable) cannot be used ONLY to print its value.
absA125	absA125 can be used in numeric calculations in place of #97 or #98.

Fields specific to the report or Flexi report as shown:

Field	Flexi Report	Invoice - when Return printing	Letter printed with or without a Return
#21	-	Partner Name	Partner Name
#22	-	Manager Name	Manager Name
#23	-	Employee Name	Employee Name
#48	-	I/We	I/We
#49	-	Agent name	Agent name
#52	-	Agent phone number	Agent phone number
#53	-	Agent phone area code	Agent phone area code
#54	Name of Partner for Return	Agent phone	Agent phone
#55	Name of Manager for Return	Agent ABN	Agent ABN
#56	Name of Employee for Return	Agent ABN Division Number	Agent ABN Division Number
#57	Name of Agent for Return	-	-
#58	Name of Contact for Return	-	-
#60	Name of the Client to which the Return is attached.	Invoice number. This functions only when printing Returns to printer. In other situations the invoice number does not increment.	Name of the Client to which the Return is attached.
#61	Name of the Client to which the Return is attached.		Name of the Client to which the Return is attached.
#70	-	Name of the Client to which the Return is attached.	-
#71	-	Name of the Client to which the Return is attached.	-

UI Expand

title	Total report

The fields listed below are available for the Total report when the selections for the report are:

Report type is Listing,
Detail lines per return is 1, and
Total Report is selected.

To locate these settings, click Reports > Flexi report > Properties > Layout. A sample report using this method is available by printing the Flexi report with the layout code 'Lodge'.

Field	Description
#17	First Total
#18	Second Total
#19	Third Total
...and so on up to 16
#32	Sixteenth Total

UI Expand

title	Return fields (A101 - A199)

Field	Description
A101	Return Code
A102	Client Code
A103	Tax File Number
A104	Year
A106	Form Type
A107	Lodged?
A108	Date Lodged
A109	Lodged This Run?
A110	Period Start Date
A111	Period End Date
A112	Status
A113	Date Status Changed
A114	Partner
A115	Manager
A116	Employee attached to a return
A117	Office Index
A118	ATO Level
A119	ELS Return?
A120	Tax Paid Last Year
A121	1 PAYG Tax Paid Last Year
A122	Estimated Tax This Year
A123	Estimated PAYG Tax This Year
A124	Taxable Income
A125	Tax Assessed
A126	PAYG Tax Assessed
A127	Invoice Amount
A128	Amount paid on Invoice
A129	Amendment Number
A130	Lodged via ELS
A132	ELS Checklist?
A133	Amendment lodged?
A134	Delete on Rollover?
A135	Data Entry Complete?
A136	Offline - is the return exported?
A137	Is the return Secure?
A138	Company Classify
A139	Previous Title
A140	Date ELS Sent
A141	Date Due
A142	Date Tax Payable
A143	Date amendment lodged
A144	Agent
A145	Contact
A146	Date Printed
A147	Instalment Type Quarterly?
A148	Company or Super Fund Classification
A149	I/T/EFT Status
A150	ATO
A151	ATO Last Year
A153	Name Changed?
A154	Postal Address Change?
A155	Printed?
A156	ELS Accepted by ATO?
A157	30% CCR Transfer form flag
A158	STS taxpayer? flag
A159	Sent for signature?
A160	ANZSIC Code
A161	Last year Taxable Income loss
A162	Last year Gross Tax Paid
A165	PAYGTaxDate1
A166	PAYGTaxDate2
A167	PAYGTaxDate3
A168	PAYGTaxDate4
A169	Australian Business Registration Number (ABN)
A170	Occupation Code
A171	Likely Tax This Year
A172	Use Agent EFT details?
A173	Application for refund excess credits?
A174	SFN of Fund
A175	ABN Division Number
A176	E-mail address
A177	Mobile telephone
A178	Fax area code
A179	Work Telephone area code
A180	Work Telephone
A181	Fax
A182	Occupation Description
A183	back-up Of Return (Original to amendment)
A184	back-up Return Codes
A185	Home Telephone area code
A186	Home Telephone number
A187	BAS Period
A188	IAS Period
A189	Title
A190	Surname
A191	Given Names
A192	ACN
A193	Mailing Address 1
A194	Mailing Address 2
A195	Mailing Address 3
A196	Mailing Address 4
A197	Salutation
A198	Initial(s)
A199	Alternate Salutation (Given Name)

UI Expand

title	Control Record and ELS Fields (A201 - 299 and C385-C399)

Field	Description
A201	Control Code
A202	Schedule Year
A204	ELS Lodgment Office
A207	ELS User ID
A208	Date password Change
A210	ELS Approval Code
A214	Agent Reference No.
A218	Previous ATO Office
A219	ATO Office
A220	I/We
A263*	Australian Business Number (ABN) of practice*
A264*	Division Number of practice*
A267	Start of standard financial year
A268	End of standard financial year
A279	Fax Area Code
A280	Fax Number
A281	ACN/ARBN Number
A290	Agent Name
A291	Contact Given Names
A292	Contact Family Name
A293	Postal Street Number and Name Line 1
A294	Postal Street Number and Name Line 2
A295	Previous Street Number and Name Line 1
A296	Previous Street Number and Name Line 2
A297	Alternate Address 1
A298	Alternate Address 2
A299	E-mail Address
C385	Postal Town/Suburb
C386	Postal State
C387	Postal Country
C388	Postal Postcode
C391	Previous Town/Suburb
C392	Previous State
C393	Previous Country
C394	Previous Postcode
C397	Telephone Area Code
C398	Telephone
C399	Ledger Name

UI Text Box

type	note

The fields A263 and A264 print the ABN and Division Number of the practice using Flexi Reporting. To print the ABN and Division Number of the agent attached use the System Fields #55 and #56, also refer to System Fields.

UI Expand

title	Agents, contacts, lodgment status and standard answers (A601 - A691)

Field	Description
A601	Code
A605	Type (Agent, Contact, Return Status, Standard answer, Flexi Report)
A606	Schedule Type/Flexi
A608	I/We/SFS
A609	ELS
A611	Bank BSB Number
A613	Bank Account Number
A620	ELS Code
A663	Agent's Australian Business Number (ABN)
A664	Agent's ABN Division Number
A679	Mobile
A683	A683 Bank Account Name
A681	A684 Fax Area Code
A685	A685 Fax
A686	A686 Area Code
A687	A687 Phone 1
A690	A690 Name/Description
A691	A691 Phone 2

UI Expand

title	Current User Fields (A701 - A797)

Field	Description
A701	Employee Code of the user currently logged into Tax
A704	Default ATO lodgment office
A725	Default contact code
A797	Employee Name of the user currently logged into Tax

UI Text Box

type	note

The employee attached to a return is A116.

UI Expand

title	Front Cover Fields (C101 - C180)

Field	Description
C101	Return Code
C102	Gender
C103	Attachments?
C105	Resident?
C106	First?
C107	Final?
C108	Refund?
C109	Company/Trust/Fund Type
C111	Industry group (F form)
C112	Trustee Tax Payable?
C113	Section 16A Question
C114	EFT Election
C115	Variation Applied?
C116	Original Resident
C117	First S16A Year
C118	Assessment Number
C119	Section 158K Year
C120	Date of Birth
C121	Date of Death
C122	Date Last Super Contribution
C123	Date Released
C124	Assessment Issue Date
C125	Primary Tax Due
C126	PAYG instalment 1 date
C127	PAYG instalment 2 date
C128	PAYG instalment 3 date
C129	PAYG instalment 4 date
C130	Century Of Birth
C131	Amount of post-June 1983 ETP threshold previously used
C134	Item 3 Tax Amount
C136	PAYG instalment 1 amount
C137	PAYG instalment 2 amount
C138	PAYG instalment 3 amount
C139	PAYG instalment 4 amount
C140	Varied PAYG Tax?
C141	Partner/Trustee C/I
C142	Company in Liquidation? (C form)
C143	Number of PP Average Years
C144	I Dist PrtnrshipTrust
C145	PP Average 1Yr Prior
C146	PP Average 2Yr Prior
C147	PP Average 3Yr Prior
C148	PP Average 4Yr Prior
C149	I Eligible Business Income
C150	Postal Postcode
C151	I Other Eligible Tax Income
C152	Residential Postcode
C153	Hours Taken
C154	Previous Postcode
C155	Other Average 1Yr Prior
C156	Other Average 2Yr Prior
C157	Other Average 3Yr Prior
C158	Other Average 4Yr Prior
C159	Election Status 1
C160	Postal Address
C161	Postal Address 2
C162	Residential Address 1
C163	Residential Address 2
C164	Previous Address 1
C165	Previous Address 2
C166	Family Name of Spouse (I form) Public Officer (C form) Partner (P Form) Trustee (T and F Forms)
C167	First Name(s) of Spouse (Form I) Public Officer (C Form) Partner (P Form) Trustee (T and F Form)
C168	Previous Family Name
C169	Previous Given Names
C170	Partner/Trustee title (P, T, F forms only)
C171	Previous Partnership TFN (P form only)
C172	Type Source Amount Future
C173	EFT Account BSB
C174	EFT Account number
C176	EFT Account name
C177	FC Home Phone Area
C178	FC Home Phone
C179	Election Status 2
C180	Election Status 3

UI Expand

title	What-If Calculator Fields (C401 to C492)

Field	Description
C401	Return Code
C402	Primary Producer
C403	No. Average Years
C404	Year Prior Income
C405	2 Year Prior Income
C406	3 Year Prior Income
C407	4 Year Prior Income
C408	Current Year Income
C409	Net PP Income
C411	IED Withdrawn
C412	Net Medical Expenses
C413	Life Assurance Bonus
C414	Reduced notional lease premium
C415	Net Salary Income
C416	Group Tax Deducted
C417	Zone Rebate?
C418	PAYG Tax Paid
C419	Pensioner?
C420	Unmarried Minor?
C421	Resident?
C422	Instalments?
C423	Eligible Income
C424	Tax on Trust Income
C425	Tax on This Year's Income
C426	Tax on PP Average Income
C427	Benefit from Average Income
C428	Pensioner Rebate
C429	Additional Threshold Income
C430	Primary Production Rebate
C431	Zone Rebate
C432	Term Income Rebate
C433	Spouse Rebate
C434	Child-Housekeeper Rebate
C435	Invalid Relative Rebate
C436	Parent/Spouse Rebate
C437	Sole Parent Rebate
C348	Student Child < 25yrs
C439	Other Children < 16yrs
C440	Relevant Rebate Amount
C441	Beneficiary Rebate Indicator
C442	Beneficiary Rebate?
C443	Marital status
C444	Days In Special A
C445	Days in Special B
C446	Days in Ordinary A
C447	Days in Ordinary B
C448	Gifts/Donations
C449	Salary Related Deductions
C450	Net Other Income
C452	Other Deductions
C453	Net Capital Gain
C454	Notional PP Income
C455	Section 59AB balancing charge
C458	Housekeeper rebate
C459	Total Heritage Conservation Rebate
C460	Film Industry Deduction
C461	PPS Tax Paid
C462	Average Income
C463	Spouse Taxable Income
C464	Total Other Rebates
C465	Capital Gains Tax
C466	Medicare Levy
C467	TFN tax paid
C468	Medical Expenses Rebate
C469	PAYG Tax
C470	Married?
C471	Sole Parent?
C473	Section 86 notional lease premium
C474	Foreign Tax Credit
C475	Unemployed/Sickness Rebate
C476	HECS Contribution
C477	Refund/Payable
C478	IED Tax Paid
C479	Remote Area Allowance
C480	Child-Housekeeper Rebate?
C481	Over 55 years?
C483	Medicare Half Exemption Days
C484	Tax-Free Threshold
C485	Rebate Unused Annuity Premium
C486	Lump sum 30%
C487	HECS Debt
C488	Non Rebatable Unused Annuity Premium
C490	Transfer Unused Spouse Rebate?
C492	Spouse/Child-Housekeeper/Dependant?

UI Expand

title	What-If Calculator fields (E105 to E182)

Field	Description
E105	Super Rebate?
E106	Spouse a Pensioner?
E107	Sportsperson?
E108	Calculate PAYG Tax?
E109	Housekeeper?
E110	Threshold Months
E111	1st Year of Averaging (Div16A)
E115	Spouse Days
E116	Days Full Medicare Exemption
E117	Sole Parent Days
E118	Housekeeper Days
E119	Child-Housekeeper Days
E130	Marginal Tax Rate
E137	Abnormal Income
E138	Spouse SNI
E139	Child-Housekeeper SNI
E141	Post-June 1983 taxed component of ETP
E142	Post-June 1983 untaxed component of ETP
E143	ETP at 0% (Other than Death Benefit ETP)
E145	ETP at 15% (Other than Death Benefit ETP)
E147	ETP at 20% (Other than Death Benefit ETP)
E149	ETP at 30% (Other than Death Benefit ETP)
E150	Exempt Foreign Source Income
E151	Average Tax Rate of Australian Tax
E152	Sports 4 Year prior Income
E153	Sports 3 Year prior Income
E154	Sports 2 Year prior Income
E155	Sports 1 Year prior Income
E156	Life Ass/Friendly Society Rebate
E157	Income in Arrears Rebate
E158	Low income earner's rebate
E159	Other Rebates
E160	Residency Question?
E161	Social sec/Veteran type of pension
E163	Total Primary Tax on Taxable Income
E164	Total Rebates
E168	Franking Credit
E170	Foreign Employment and Pension Income
E171	Other general net foreign source income
E172	Superannuation Contributions
E173	Total Assessable Income
E174	5% Assessable Income
E175	Friendly Society Bonus
E176	Net Average Eligible Income
E177	Superannuation Rebate
E179	Div16A Year
E180	Eligible Salary Income
E181	Eligible Other Income
E182	Higher Education Contribution Scheme amount

HTML
</span>

HTML Wrap

width	15%
class	col span_1_of_5

HTML Wrap

float	left
class	col span_1_of_5

Panelbox

name	green
title	Related topics

HTML Wrap

class	sidebarlinks

Using schedule fields in a text letter

Page tree

Versions Compared

Old Version 4

New Version Current

Key

Fields specific to the report or Flexi report as shown:

Was this information helpful?

Why not?

How would you improve this page?

Thanks! Anything you'd like to add?

Returns

Activity Statements

Forms and Schedules

Using MYOB AE/AO Tax