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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

See the ATO website for

Data entry

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Pre-fill functionality is available from 2017 Individual returns onwardsfor individuals. See Getting started with ATO Pre-fill for more information.

The return items are grouped by category in a series of Tab Cardstab cards:

  • To go forward through the tab cards, press Ctrl+Tab.

  • To go back through the tab cards, press Ctrl+Shift+Tab.

  • The navigation pane displays the items for the tab card that is open.

  • Any item may be selected
    • 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.

    • Pointing the mouse at a field and left clicking once will move focus to that fieldThe navigation pane displays the items relevant to the tab card that is open.

    • The Tab key moves forward through the items on the open tab card.

    • Pressing F2 and keying a known item number move to the first data entry field at that item.

    Lodgable

    UI Expand
    titleTo navigate to any items in the Individual return
    an item in an individual return

    Forms lodged independently of the main return return are:

    AcronymDescription
    eyExcess concessional contributions (EY) ECC
    UI Expand
    titleAssociated forms lodged independently of the main return
    • window.

    • To go forward through the tab cards, press Ctrl+Tab

    • To go back through the tab cards, press Ctrl+Shift+Tab.

    Excerpt
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    title

    ATO schedules

    Data entered in ‘lodgable’ schedules

    will generate

    generates an attachment

    to the Individual return for lodgment

    that is lodged with the ATO.

    Lodgable

    LodgableATO schedules are:

    Acronym
    Description

     amd

    (

    amd

    )
    bk 

    att Other attachments schedule (A)
    bj Interest and Dividend Deductions
    Capital gains schedule (BW) (or select Populate BW in the Capital gains worksheet)

    fi 

    scheduleps 

    pl Superannuation lump sum schedulerepRental Schedules

    py Employment Termination Payments

    and BR

    )  

    wWork related expenses - ATO Schedule

    UI Expand
    titleATO forms

    Forms associated with individual returns that are lodged separately are:

    UI Expand
    titleWorksheets

    For dissection purposes, a Generic Schedule generic schedule or a data entry grid , is provided at all fields for which 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 for a Form EI by by clicking the item label or selecting Preparation > Schedule:

    Acronym
    Description
    Schedule A Reconciliationaga 
    Acronym
    Additional PAYG Payment Summaryegc
    Australian Government allowances and payments
    worksheet
    agp 
    aga
    Australian Government
    Pensions
    pensions and
    Allowances worksheet
    allowances
    asi 
    agp
    Annuities and superannuation income streams
    worksheet g
    sbt Share of net small business income worksheet sbc Small business income worksheet Schedule B (business income worksheet)blaP9 Business Loss Activities Schedule bonLife insurance comp and friendly societies bonuses, Bonus Offsetscmt
    asi
    Annuity and super income stream offset (T2) pen
    Capital gains worksheet (select Populate BW to generate an attachment for lodgment)
    cSchedule C (primary production worksheet)
    g
    Capital works deductions worksheet sbw
    Cost of managing tax affairs
    ddddip
    cmt
    Dividend Deductions
    Distributions from
    Partnerships
    partnerships worksheet
    dit
    dip
    Distributions received from
    Trusts esi
    trusts worksheet
    divGross dividends worksheet egcAdditional PAYG Payment SummaryempEmployee Share Schemes worksheetepiInterest on early payments worksheetepsEmergency Payment schedule
    dit
    Dividend deductions ddd
    Early stage investor offset
    worksheet
    (
    esi
    T9)
    esv
    esi
    Early stage venture capital limited partnership (
    ESVCLPfms
    T8)
    filIT5 Financial investment income and deductions fmdFarm Management Deposits and Repayments
    esv
    Emergency payment schedule eps
    Employee share schemesemp
    Farm management deposits and repaymentsfmd
    Forestry managed investment scheme
    worksheet
    for
    fms
    Foreign income
    worksheet
    iddInterest Deductions worksheet intInterest income worksheet it
    for
    Foreign rental property ref
    Gross dividends div
    Intangible/
    Tangible
    tangible depreciating assets
    worksheet
    lcr
    it
    Interest income int
    Interest deductions idd
    Interest on early paymentsepi
    Invalid and invalid carer and zone offset (T6) shz
    IT3 Tax-free Government pensions tgp
    IT4 Target foreign incometfi
    IT5 Financial investment income and deductions fil
    IT6 Net Rental income and deductions rpl
    Landcare and water facility tax offset (T7)
    mlsMedicare Levy Surcharge mlvMedicare Levy Worksheet and Part-Year Tax-Free ThresholdmveMotor vehicle worksheet oiyOther income - Category 1 worksheet oix
    lcr
    Life insurance comp and friendly societies bonuses, Bonus offsetsbon
    Medicare levy surcharge mls
    Medicare levy and Part-year tax-free thresholdmlv
    Minors u
    Motor vehicle mve
    Net medical expenses for disability aids, attendant care or aged care (T5)reb
    Other deductions (ode)ode
    Other income - Category 1oiy
    Other income - Category 2
    worksheet
    oiv
    oix
    Other income - Category 3
    worksheet
    oos
    oiv
    Other non-refundable tax
    offset worksheetsoveOverseas Pensions/Annuities and Salary Income worksheet penAnnuity and Super Income Stream Offset phi
    offsets (T10)reb
    Other refundable tax offset (T11)oos
    Overseas pensions/annuities and salary incomeove
    P9 Business loss activities schedule bla
    PAYG (GDP-adjusted instalment estimate)xPG
    PAYG instalment income estimatexPI
    Personal superannuation contributions psc
    Prior year lossespyl
    Private health insurance policy details
    pscPersonal superannuation contributions pylPrior Year Losses Worksheet refForeign Rental Property Worksheet rplIT6 Net Rental income and deductions sbe
    phi
    Schedule A reconciliationa
    Schedule B (business income worksheet)b
    Schedule C (primary production worksheet)c
    Senior Australian and pensioner (T1)reb
    Small business entity eligibility tests
    worksheet
    sbwCapital works deductions worksheet sccSpouse Superannuation Contribution Offset WorksheetscoSuper Co-contributions What-ifsdtSpecial Disability Trusts Offsets worksheetsed
    sbe
    Small business incomesbc
    Share of net small business incomesbt
    Special disability trusts offsetssdt
    Spouse superannuation contribution offset (T3)scc
    Super co-contributions (What-if)sco
    Superannuation super contributionssc
    Working holiday makers net incomewhm
    Work-related self-education
    Expenses worksheet
    expenses
    shz
    sed
    Invalid and invalid carer and Zone offset worksheet sscSuperannuation super contribution worksheets tfiIT4 Target Foreign Income worksheettgpTax-free Government pensions worksheet (IT3) uMinors worksheet xPGPAYG (GDP-Adjusted Instalment Estimate) WorksheetxPIPAYG Instalment Income Estimate Worksheet

    Tax Offsets for the Individual return are:

    Forms associated with Individual returns that are lodged separately are:

    Processes for Individual returns include:

    UI Expand
    titleForms
    AcronymDescription
    cua

    Add or delete a client – Individuals (PLS CUREL)

    cucChange or advise address for a client – Individuals (PLS CUADDR)
    cufChange details – Individual (PLS CUDTL)
    cuhReturns not necessary – Individuals (PLS CURNN)
    gaBusiness activity statement - BAS
    gbInstalment activity statement
    giAnnual instalment activity statement
    grAnnual GST return
    UI Expand
    titleProcesses for Individual returns
    Processes for individual returns

    Processes for individual returns include:

    UI Expand
    titlePAYG Instalment Estimates

    Where the Individual an individual is liable to pay PAYG Instalmentsinstalments, a choice of two Whatwhat-if PAYG Instalment 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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