PS Help: Tax - Australia 2018
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For a list of changes in Tax for the current release click the link Using MYOB AE/AO Tax.

Click this link for Individual tax return instructions 2018 on the ATO website.

Click this link ATO information on What’s new when completing the Individual tax return.

Data Entry

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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:

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titleTo navigate to an item in an individual return

  • 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.

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titleATO schedules

Data entered in ‘lodgable’ schedules will generate an attachment to the Individual return for lodgment with the ATO. Lodgable schedules are:

DescriptionAcronym
Amendment schedule amd
Capital gains schedule (BW) (or select Populate BW in the Capital gains worksheet)bk
Employment Termination Paymentspy
Interest and Dividend Deductions Schedulebj
Non-resident foreign income schedulefi
Other attachments schedule (A)att
Payment summary scheduleps
Rental Schedules (B and BR) rep
Superannuation lump sum schedulepl
Work-related expenses - ATO Schedulew
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titleATO forms

Forms associated with Individual returns that are lodged separately are:

Acronym
Description
cua
Acronym

Add or delete a client – Individuals (PLS CUREL)

gi
cua
Annual instalment activity statement
gr
gi
Annual GST return
ga
gr
Business activity statement - BAS
cuc
ga
Change or advise address for a client – Individuals (PLS CUADDR)
cuf
cuc
Change details – Individual (PLS CUDTL)
ey
cuf
Excess concessional contributions (EY) ECC
gb
ey
Instalment activity statement
cuh
gb
Returns not necessary – Individuals (PLS CURNN)cuh
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titleWorksheets

For dissection purposes, a Generic Schedule or a data entry grid is provided at all fields for which no specialised worksheet is provided.

The following list shows worksheets that support the return but do not generate lodgable attachments.

These worksheets are opened for a Form EI by by clicking the item label or Preparation > Schedule:

Acronym
Description
egc
Acronym
Additional PAYG Payment Summary
aga 
egc
Australian Government allowances and payments worksheet
agp 
aga
Australian Government Pensions and Allowances worksheet
asi 
agp
Annuities and superannuation income streams worksheet
pen
asi
Annuity and Super Income Stream Offset
g
pen
Capital gains worksheet (select Populate BW to generate an attachment for lodgment)
sbw
g
Capital works deductions worksheet
cmt
sbw
Cost of managing tax affairs
dip
cmt
Distributions from Partnerships worksheet
dit
dip
Distributions received from Trusts worksheet
ddd
dit
Dividend Deductions
esi
ddd
Early stage investor offset worksheet
esv
esi
Early stage venture capital limited partnership
eps
esv
Emergency Payment schedule
emp
eps
Employee Share Schemes worksheet
fmd
emp
Farm Management Deposits and Repayments
fms
fmd
Forestry managed investment scheme worksheet
for
fms
Foreign income worksheet
ref
for
Foreign Rental Property Worksheet
div
ref
Gross dividends worksheet
it
div
Intangible/Tangible depreciating assets worksheet
int
it
Interest income worksheet
idd
int
Interest Deductions worksheet
epi
idd
Interest on early payments worksheet
shz
epi
Invalid and invalid carer and Zone offset worksheet
tgp
shz
IT3 Tax-free Government pensions worksheet
tfi
tgp
IT4 Target Foreign Income worksheet
fil
tfi
IT5 Financial investment income and deductions
rpl
fil
IT6 Net Rental income and deductions
lcr
rpl
Landcare and water facility tax offset
bon
lcr
Life insurance comp and friendly societies bonuses, Bonus Offsets
mls
bon
Medicare Levy Surcharge
mlv
mls
Medicare Levy Worksheet and Part-Year Tax-Free Threshold
u
mlv
Minors worksheet
mve
u
Motor vehicle worksheet
ode
mve
Other deductions worksheet (ode)
oiy
ode
Other income - Category 1 worksheet
oix
oiy
Other income - Category 2 worksheet
oiv
oix
Other income - Category 3 worksheet
oos
oiv
Other refundable tax offset worksheets
ove
oos
Overseas Pensions/Annuities and Salary Income worksheet
bla
ove
P9 Business Loss Activities Schedule
xPG
bla
PAYG (GDP-Adjusted Instalment Estimate) Worksheet
xPI
xPG
PAYG Instalment Income Estimate Worksheet
psc
xPI
Personal superannuation contributions
pyl
psc
Prior Year Losses Worksheet
phi
pyl
Private health insurance policy details
a 
phi
Schedule A Reconciliation
b 
a
Schedule B (business income worksheet)
cShare of net small business income
b
Schedule C (primary production worksheet)
sbt 
c
Small business entity eligibility tests worksheet sbe
Small business
entity eligibility tests Small
income worksheet
sbc 
sbc
Share of net small business income worksheet
sdt
sbt
Special Disability Trusts Offsets worksheet
scc
sdt
Spouse Superannuation Contribution Offset Worksheet
sscSuperannuation super contribution worksheets sco
scc
Super Co-contributions What-if
whm
sco
Superannuation super contribution worksheets ssc
Working holiday makers net income worksheet
sed
whm
Work-related self-education expenses worksheet sed

Tax Offsets for the Individual return are:

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titleProcesses for Individual returns

Processes for Individual returns include:

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titlePAYG Instalment Estimates

Where the 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.

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titleRelated topics
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Income tax returns

Income Tests

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